Valuation Insights for Attorneys and Wealth Managers
As a legal professional managing cases or a wealth manager overseeing transactions that require precise and reliable business valuations, staying informed on the latest valuation strategies and industry trends is crucial to delivering exceptional service and expertise to your clients.
We’re thrilled to present the latest edition of our BVI Newsletter, featuring timely insights and developments that impact valuation, succession planning, and market activity.
Inside this issue:
- Business Succession Planning: Bill Sorenson’s guest column in the Jacksonville Daily Record highlights why now is the ideal time for family business owners to plan their exit. With over 230 private equity-backed companies in Jacksonville and billions in local deal activity, owners who adopt a “market-ready mindset” position their companies for stronger valuations, smoother transitions, and future growth—whether selling externally or passing to the next generation.
- BVI Expands in Savannah: Business Valuation, Inc. has opened a new permanent office in Savannah, reflecting our long-term commitment to the region’s thriving business community. The expansion was celebrated at a successful Open House at The Clyde Venue, where we introduced Brantley DeWitt, Senior Analyst, who will support clients locally with valuation and advisory services.
- Market Outlook: In an interview with the Jacksonville Business Journal, Bill Sorenson, CEO of Heritage Capital Group and Managing Director of Business Valuation, Inc., discussed how dealmakers are finding renewed momentum in Northeast Florida. Domestic manufacturing, healthcare, and infrastructure are driving activity, and Jacksonville continues to attract both national and international buyers seeking stability and predictable returns.
Designed for attorneys and wealth managers, this newsletter delivers essential insights to help you navigate today’s evolving business valuation landscape with confidence and precision.
Download the latest BVI Newsletter to uncover expert perspectives that drive smarter, more informed decisions for your clients.
Thank you for taking the time to review our newsletter. We look forward to collaborating and contributing to the success of your case and client portfolio.