Business valuations, quality of earnings and calculation engagements for transactions, disputes and planning.
Buying, selling, planning or litigating, you need to know what a business is worth. Our Certified Valuation Analysts (CVA) prepare valuations to professional standards, documented for review by lenders, courts and the IRS.
Full valuation engagements for transactions, estate planning, litigation and financial reporting.
Tests whether earnings are accurate and sustainable before a deal.
Valuations that support buy-sell agreements and ownership transitions.
Forecasts and projections for planning, financing and valuation.
Streamlined calculations when a full appraisal isn't required.
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.
A conclusion of value is the most complete engagement, with all relevant approaches and a fully supported opinion. A calculation of value uses procedures agreed on with the client, so it's faster and less expensive and a good fit for internal planning. Learn more about calculation of value engagements.
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.
No. Some questions can be answered through valuation consulting without a full report. Read when valuation consulting is the right fit.
Our office is in Media, PA. We serve business owners, attorneys and advisors across Delaware County, Greater Philadelphia, South Jersey, Delaware and nationwide.