If you are the owner of closely held business, you may have encountered the need to value your ownership interest for purposes such as estate planning, mergers and acquisitions, buy/sell agreements or divorce proceedings. When confronted with this task, relying on a simple rule-of-thumb metric is likely not sufficient or appropriate and the expertise of a third-party appraiser is warranted.

 

Our valuation team is experienced in performing valuations for a wide variety of clients with a focus on closely held businesses in the small and middle market space.

We specialize in the following services:

 

• Transaction, Planning and Advisory
  • Business valuations/calculations
  • Buy/sell agreements
  • Financial due diligence
  • Quality of earnings

 

• Taxation
  • Estate and gift tax valuations
  • Estate planning
  • Charitable contributions
  • Stock-based compensation plans
  • Purchase price allocation ​