Business Valuation and Succession Planning

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

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.

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.

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).

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

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.