Transactions

Whether buying, selling, or transitioning your business, we can guide you through the process, determining the right next step. Our experience navigating various business transactions gives us the insight into the most effective strategies – before, during, and after the deal – those for succession and estate planning, tax entity conversions, policy and procedure integration, deal structuring, and more.

Our team’s long-term dedication to business growth and development and building transferable value at all stages of a business, means that our clients are ready to act whenever the right opportunity arises.

To maximize the value of your business or other significant assets, it’s essential to have an accurate appraisal of their worth. A business or asset valuation can be an important step in any business transaction, but can also be required on other occasions, such as buy-sell agreements, estate and gift tax, income tax, divorce, shareholder disputes, equity compensation, employee stock ownership plans, financial statement reporting, litigation support, and internal benchmark analysis.

You can rest assured knowing that our business valuations are performed and reviewed by seasoned professionals who are both Certified Public Accountants and Certified Valuation Analysts. Our professionals can appraise assets such as businesses, business units, debt securities, equity securities, intangible assets and contracts. The valuations we have performed for our clients meet the applicable accounting and reporting standards in the industry and are able to stand on their own.