Business Valuation Services

Accurately determining the value of your business and its equity is critical. This is true at all stages of your company’s growth, from startup to liquidity scenario, as well as when exit or estate planning.

A formal business valuation may be critical for financial reporting, tax or transaction purposes. It also fundamentally develops a more structural understanding of market impacts and trends for your business’ value, while helping owners and executives develop a strategic plan. This insight supports business success whether your vision for the future is short-term or long-term.

Business Appraisal

A quality business valuation relies on the experience and professional judgment of an experienced team of analysts weighing factors including:

The nature of the business and industry

The company’s historical financial performance

The company’s future outlook, plans, and projected results

Local, national, and global economic conditions

Strengths, weaknesses, opportunities, and threats to the business

Intangible values (e.g., customer relationships, trade names, proprietary technology)

Elevate your valuation and analytics experience to meet strategic goals

The Valuation team delivers customized, certified and accurate accounting and transaction-based valuations tailored to your specific needs. We have extensive valuation advisory experience, allowing us to provide advanced insights and defensible conclusions in even the most complex situations.

We provide comprehensive business valuation services in the following areas.

Valuations for Gift and Estate Tax Reporting
409A Valuations for Emerging Growth Companies
Fairness opinions and solvency opinions
IPO and SPAC readiness support, including MD&A preparation
Litigation and dispute resolution support
Post M&A Valuation Services (ASC 805)
Transaction Valuation Services (M&A and minority investment)
Valuations of Complex Securities and Financial Instruments

Meet our Business Valuation Leaders

Kemp Moyer

Partner, Advisory

Michael Ruane

Managing Director, Advisory

Edward Webb

Of Counsel, Corporate Finance

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Start the conversation

Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.