Know where your business stands

There are few things more important to business owners than knowing the value of their business.  Whether you are looking to sell your business, considering a merger, or are working to resolve disputes associated with shareholder equity, estate planning, or divorce, an accurate valuation is essential.


Led by our Managing Partner and Director of Tax, Jason George, our team takes a hands-on approach to intimately learn your business and understand what constitutes its value. We work with you analyzing your operations and reviewing historical financial data to provide a detailed report of valuation.

We provide business valuation services for the following scenarios:

  • Sale of Business
  • Mergers & Acquisitions
  • Buyouts
  • Annual requirements of Employee Stock Ownership Plans
  • Estate Planning
  • Gifting
  • Financing
  • Bankruptcy
  • Business Disputes