Our firm specializes in providing a neutral third-party valuation of closely-held businesses. The valuation and its insights will provide the business owner the confidence he or she needs when contemplating a material but uncertain financial decision. After we determine a company’s value, we communicate that information to the relevant stakeholders, including Company management, boards of directors, shareholders, and their financial or legal advisors.
This process involves more than just providing accurate numerical valuations. We put numbers into proper perspective, giving you key insights when making critical business decisions.
Our “Heart of a Teacher” approach is designed to help you truly understand the data we provide and how to use these insights to immediately benefit your organizaton.
Valuation services are applicable in many sitautions where business value may be uncertain and critical, these include litigation assistance, estate and gift tax planning, financial and tax reporting and other contexts for public and private companies.