On many occasions business owners relate that they really don’t know what their business is worth. There are many times when that  knowledge is very important.

  • When planning for retirement, you will need to know how much equity to plan into your retirement assets.
  • When attracting capital a detailed evaluation for both lenders or  equity players will be needed.
  • When creating a buy/sell agreement with other stockholders.
  • When selling or merging your company with another company.
  • Determining a value for Estate Tax Planning

We have qualified professionals that can provide valuation services to our  clients either formally or informally, depending on the need.