Business Valuations, Acquisitions & Succession Planning

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As businesses plan for the future, valuation services are essential to certain key decisions.

Whether you are pursuing acquisition, gathering data to comply with industry or tax regulations, or seeking funding, your success begins with understanding your current value. Our specialists have many years of experience, enabling them to provide valuation reports that make sense and will stand up against the toughest of challenges. Our consultants work collaboratively with your organization and outside legal and financial teams and produce carefully written, understandable reports that reflect the key issues.

Our experienced, accredited valuation analysts help businesses manage complex valuation issues, and economic challenges, both in litigation and non-litigation scenarios and are also uniquely qualified to help owners understand how value can be created and maximized in their businesses, guiding them as they plan for the future.

What we can help you with:

  • Buying or Selling a Business
  • Succession Planning
  • Employee Stock Ownership Plans
  • Partner Disputes
  • Commercial Damages
  • Estate and Gift Planning and Reporting
  • Divorce Settlements
  • Leveraged Buyouts
  • Bankruptcy and Reorganization
  • Purchase Price Allocation
  • Testing for Goodwill Impairment
  • Converting from C-Corporation to Subchapter S-Corporation Status

Business Advisory Services

Meet our team of experts

Dan Vuckovich
Dan Vuckovich

CPA/ABV/CFF, Shareholder

Charity Rowsey

CPA, MAFF, CVA, Shareholder

Joanne Sheridan
Joanne Sheridan

CPA, MAFF, CVA, Shareholder

Steven Johnson
Steven Johnson

CPA, Shareholder

Ryan Duffy
Ryan Duffy

CPA, CVA, Senior Manager

Chad Miller
Chad Miller

CPA, CVA, Shareholder

Have more questions, or need more information?