- There are many reasons for a business valuation and most of them follow the happenings of life such as:
- Buying or selling a business
- Estate or gift taxes
- Divorce or prenuptial planning
- Exit / Succession Planning
- Changing from a C Corp to an S Corp
- Employee Stock Ownership Plans (ESOPs)
- SBA or other business loans
- Cockrill, Rueschenberg and Walsh analysis
- We specialize in closely-held companies, partnerships and professional practices in a variety of industries including construction, insurance, holding companies, manufacturing, retail, wholesale/distributing, restaurants and real estate and more.
- Credentialed by National Association of Certified Valuation Analysts (CVA) with expertise in valuation. It’s important to work with a credentialed professional if the reports are going to be scrutinized by the IRS or provided to the court.
- We provide service levels ranging from calculations of value summarized in a letter report to detailed valuation reports containing analysis of a business’ economy, industry, operations and the rationale for discounts taken to arrive at fair market value.