The Bonadio Group 2024 Annual Report is Now Available!  Download

Insightful Analysis & Detailed Review

Get A Tailored Business Valuation

Our team comprises certified experts who pride themselves on providing accurate and insightful business valuation consulting services. Whether you require assistance with tax planning/reporting, financial statement reporting, succession, buy-sell, or litigation, we are committed to delivering results that meet your unique needs.

Our extensive experience spans decades, including over 2,000 valuations, and we are committed to providing you with the support and guidance you need. You can trust us to listen to your needs and work tirelessly to help you achieve your goals.

We Serve

Corporate Finance Business Valuation1288x500
certified business valuation experts

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

At the Bonadio Group, we understand that overcoming financial and business obstacles can be daunting. That’s why we take pride in being a leading Top 50 CPA firm offering comprehensive services to assist our clients. Our team of experts has extensive industry-specific knowledge and experience, allowing us to deliver even more value with every engagement. Our knowledge drives your success, and we are committed to being your trusted partner in achieving your goals.

Business Valuation

We thoroughly assess factors that accurately represent your company’s current standing and long-term prospects.

Estate, Gift & 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, and simple or complex transition planning customized for you, including family and charitable gift arrangements.

Financial Reporting

For more than twenty 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).

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.

& More

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

The Bonadio Difference

Our Approach

A unique blend of backgrounds in business consulting, tax expertise, and business appraisal makes us eminently qualified to help business owners make the best financial and functional decisions for their future.

We have developed a comprehensive seven-step road map to help you clearly plan your path forward to meeting critical milestones and responsibilities on your unique succession journey.

business valuation process
Team Leaders

Main Contacts