The story of your company is more than just financial statements and forecasts. Your business is a unique set of human variables and capabilities working harmoniously together to create a profitable on-going enterprise.
Our job is to tell your story and bridge the gap between vibrant people and impersonal numbers to create a true picture of your current operations and future capabilities. A complete business valuation is more than mere numbers: it tells the story of your company to the reader.
We provide business valuation services using the latest developments in valuation methodology and financial theory to accurately determine value based on your unique situation. The results of the valuation analysis are thoroughly documented and concisely presented in a valuation report prepared in accordance with the American Institute of Certified Public Accountants professional standards.
Three levels of valuation reports are available:
Opinion of Value Detailed Report
Opinion of Value Summary Report
Calculation of Value Report
Each type of valuation report is applicable to different business circumstances and the various options and their pricing are thoroughly discussed with you in advance of any engagement commencement.
Business valuation reports are often required in the following circumstances:
Divestiture of the business in its entirety or a division
Acquisition of a new business
Employee stock purchase programs
Recurring valuations in accordance with shareholders’ agreements