Back to top

Business Valuation and Advisory

We regularly perform business valuation engagements for these scenarios:

  • M & A Transactions, including due diligence
  • Exit Planning, including succession plans
  • Code Section 83 Compensation
  • Dispute Resolution, including shareholder oppression and dissention
  • Estate and Gift Planning and Compliance
  • Purchase Price Allocation
  • Marital Dissolution
  • Buy-Sell Agreements
  • Forensic Applications

Many of our referrals come from other CPAs. We also pride ourselves for the top tier attorneys that rely on us and feel confident with out work product.

Here is an example of some recent and representative valuation engagements:



  • General Contractors
  • Utility Contractors
  • Paving & Site Contractors
  • Steel & Rebar Contractors

Service Businesses:

  • Architects
  • Civil Engineering
  • Restaurants
  • Physical Therapy Practice

Real Estate:

  • Improved Real Estate Parcels
  • Office Buildings
  • Strip Shopping Centers
  • Regional Residential Property Management


  • Kennel
  • Freight Forwarder
  • Printing Companies
  • Auto Parts Supplier