The truth is in the details, and with business valuations, those details could mean increased tax liability for your business. Determining an estimated fair market value is just the first step in utilizing valuations as a tool to improve your business. The real key is acting on that knowledge.

Our experience gained over the years as Certified Valuation Analysts has given us the vital ability to provide you with a sound business valuation based on proven and accepted methods. Small business owners frequently make decisions that are not short-term in nature, so it is beneficial to be able to rely on an appraisal process to help make better long-term decisions. Working with a certified team is invaluable when determining the value of your business. Our accountants who specialize in this service are readily available to consult with you to provide a solution that best suits your needs. In the world of business valuation consultation, we believe that a well-prepared valuation is the cornerstone to finding peace of mind and success.


Transition planning begins with analyzing the complexities of your business—including family and employee stakeholder interests, management succession needs, shareholder expectations, and potential tax liabilities—to develop a complete picture of your current situation. Where you go next is up to you.

Our experience with owner-managed businesses—and our commitment to understanding and executing your objectives—make us an ideal advisor for your transition planning needs.

Our understanding of family and organizational dynamics helps enable a smooth planning process optimizing outcomes for stakeholders. This approach also facilitates continued business success and helps maintain strong family relationships. Our primary goal is to help family-owned and closely held businesses maximize their success across generations.

If you have questions or need assistance, please contact our office at 610.544.5900.


Michael Simpson



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