Valuation Services

Our professionals are actively involved in the entire appraisal process from site visit to completion of the fully documented written report to assure accuracy and reduce the chances of litigation. Our written report format is specifically designed to meet the needs of our clients, including compliance with IRS Revenue Rulings, the Uniform Standards of Professional Appraisal Practice, and Department of Labor ESOP regulations.

Valuation techniques and approaches to fair market value utilized by our staff are accepted by private investors and recognized by appraisal practitioners. Internal and external computer databases are used extensively by our analysts for current and accurate public and private market comparables and industry information.

All factors relevant to fair market value are analyzed, including the state of the general and local economies, industry conditions, and business specific risks. In addition, a comprehensive financial analysis is conducted and individually tailored projections are made for each appraisal.

  • Sale or Acquisition of a Business
  • Equity Valuations
  • Estate, Trust and Tax Planning
  • Gifting of a Business Interest
  • ESOPs and Post ESOP Transactions
  • Buy-Sell Agreements
  • Minority Stockholder Buyouts
  • Business Plans
  • Bank Financing
  • Goodwill Impairment Testing
  • Patents and Other Intangible Assets
  • Stock Option Agreements
  • Chapter-11 Reorganization
  • SBA Loan Packages
  • Family Limited Partnerships
  • Undivided Interests in Real Estate