Our business valuation services support our clients in obtaining a true and fair unbiased view of business values derived from accepted valuation methodologies. Whether obtaining insurance, planning a joint venture, considering selling their business, or contemplating business expansion by purchasing or merging with a competitor, our client will receive insightful information on the critical aspects of an entity’s financial and operational activities by utilizing our business valuation services.

Our business valuations services can be used by:

  • Attorneys
  • CFOs
  • Business owners
  • Insurance agents
  • Prospective investors

We specialize in a multi-dimensional approach to valuing small businesses and our experienced CPA is committed to producing quality valuation reports that can be used by clients without fear of discrepancies or inconsistencies in the financial and non-financial information provided.

Our business valuation services include:

  • Financial performance evaluation
  • Assets and liabilities report
  • Financial projection reports based on plans
  • Valuation of intangibles such as reputation, intellectual capital, etc.
  • Evaluation of industry environment and business growth plans
  • Employee skills and experience report

THIS IS WHAT OUR CLIENTS HAVE TO SAY​

Mariam and her team work hard to ensure that I am taking advantage of all of the deductions that I am entitled to. They are always available throughout the year for tax planning and to answer my questions. They are a pleasure to work with!
Michael Doepke
Mariam and her team work hard to ensure that I am taking advantage of all of the deductions that I am entitled to. They are always available throughout the year for tax planning and to answer my questions. They are a pleasure to work with!
Michael Doepke