Valuation Services

Business valuations, quality of earnings, and calculation engagements for transactions, disputes, and planning.

Know What It's Worth

Whether you're buying, selling, planning, or litigating, you need to know what a business is worth. Our valuation team delivers defensible, well-supported conclusions that hold up under scrutiny. We work with business owners, attorneys, and advisors on engagements ranging from transaction support to litigation. Our valuation team includes Certified Valuation Analysts (CVA), and our work follows professional valuation standards.

Learn More About Business Valuations

Comprehensive valuations for transactions, estate planning, litigation, and financial reporting.

Learn More About Quality of Earnings

Analysis of earnings quality and sustainability to support transaction decisions.

Learn More About Buy-Sell Agreements

Valuations that support buy-sell agreements and ownership transitions.

Learn More About Forecasts and Projections

Financial forecasts and projections for planning, financing, and valuation purposes.

Learn More About Calculation of Value Engagements

Streamlined valuation calculations for situations that don't require a full appraisal.

Frequently Asked Questions

When does a business need a valuation?

Common reasons include buying or selling a business, admitting or buying out a partner, setting the price in a buy-sell agreement, gift and estate planning, divorce and shareholder disputes.

What is the difference between a conclusion of value and a calculation of value?

A conclusion of value is the most complete engagement. The analyst considers all relevant approaches and produces a fully supported opinion. A calculation of value uses approaches and procedures agreed on with the client, so it is faster and less expensive, which makes it a good fit for internal planning. Learn more about calculation of value engagements.

What is a quality of earnings report?

A quality of earnings analysis tests whether reported earnings are accurate and sustainable by adjusting for one-time items, owner expenses and accounting choices. Buyers and lenders rely on it before a deal closes. Learn more about quality of earnings.

Do I always need a formal valuation report?

No. Some questions can be answered through valuation consulting without a full report. Read when valuation consulting is the right fit.

Where are your valuation clients located?

Our office is in Media, PA. We work with business owners, attorneys and advisors across Delaware County, Greater Philadelphia, South Jersey and Delaware, and nationwide.

Need a Valuation?

Let's talk about your situation and the right approach.