Owner Equity Analysis


Business valuation is not an exact science. It's based on judgment, experience and relevant information.

Our approach is to intimately know your business in order to understand what constitutes its value.

We work closely with you to analyze your operations and historical financial data. Our in-depth knowledge of your business enables us to provide a well-reasoned, fully documented and defensible valuation opinion.

We provide a full range of business valuation services for the following needs:

Purchase or sale of all or part of a closely held business or business interests.

Financial restructuring and recapitalization

Divorce analysis of equitable division of estate

Bankruptcy analysis for creditors or debtors

Litigation consulting services and expert witness testimony


Comfortable or not, succession planning should be a priority for any business because most privately owned businesses fail to survive the transition from founders to a second generation.

The following services may provide essential information which will improve your chances of beating the odds.

Choice of Entity Restructuring.

Tax consequences of ownership transfers.

Retirement and Transition Projections.