Business Valuation Services

Many business owners think valuation services are viable only when buying or selling a company or when a valuation is needed for estate tax purposes.

However, a business valuation can be a critical management and planning tool. It provides a better understanding of the true profitability of a business. A business valuation can help determine if the return investment is still adequate and/or increasing.

A valuation can set guidelines for decisions involving:

• Business acquisitions or divestures
• Buy/sell agreements
• Expansion/contraction of business lines
• New shareholder purchases
• Employee stock option plans
• Financial planning
• Insurance planning
• Value building

Valuations will also aid personal decisions involving:

• Preparation of personal financial statements
• Information for divorce proceedings
• Estate planning
• Gifting programs
• Legal matters

Generally Accepted Accounting Principles (GAAP) require transactions be presented in financial statements on a historical cost basis. Unfortunately, historical cost can result in a distorted picture of the value of a business.

We have the experience, knowledge and qualifications to provide you with an accurate valuation of your company.

Team Members Available to Assist You

• Diane L. Friar, CPA/ABV/CFF
• Dennis M. Echelbarger, CPA/CFF