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Business Valuation and Succession Planning


We offer Business Valuation and Succession Planning in the following areas:

Business Valuation

We conduct a thorough assessment of factors that form an accurate picture of your company’s current standing and long-term prospects.

Succession Planning

We create a clear path forward to meet critical milestones and responsibilities. This road map helps us guide you on the succession journey and ensures success for one of the most significant events of your life.

Estate, Gift and Trust Planning

Our professionals can advise or assist your legal counsel with short or long-term planning, the preparation of wills, buy-sell agreements, business valuations, compensation and retirement agreements, simple or complex transition planning customized for you including family and charitable gifts arrangements.

Financial Reporting

For more than 20 years our team has assisted privately-held companies with financial reporting valuation services including purchase price allocations (ASC 805), impairment testing (ASC350/360) and equity-based incentive compensation (ASC 718).

Transaction Advisory Services

We guide our clients in confidently moving through the complex mergers and acquisitions process - from planning and negotiations to closing the transaction and beyond.

& More

Our “& More” philosophy means that we go above and beyond traditional succession planning and business valuation practices. Speak to one of our experts today to learn how we can propel your business forward.

We Serve

  • Healthcare
  • Tax-Exempt
  • Contractors
  • Manufacturing and Distribution
  • Public and Private Companies
  • Hospitality
Main Contacts
Latest Articles
Anthony Duffy
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Cynthia Turoski
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Contractor Succession Planning: Are You Prepared?

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How Can We Help Move Your Business Forward?

Contact us to speak with one of our industry experts today.