Valuation Services

It is advisable to conduct a business valuation annually or when significant events occur, such as substantial growth, market changes, or ownership transitions. Regular valuations help track performance and prepare for opportunities or challenges.

The duration varies based on complexity but generally ranges from 2 to 4 weeks. Timely provision of necessary documentation can expedite the process.

Exit planning involves strategizing for a business owner's departure through sale, succession, or other means. It ensures a smooth transition, maximizes business value, and aligns with the owner's personal and financial goals.

Ideally, exit planning should begin 3–5 years before the intended transition. Early planning allows for value enhancement, tax optimization, and addressing potential challenges. It should be tailored to your financial, operational, and personal goals.

We work with businesses at all stages, from early-stage startups needing their first 409A to mature companies planning exits or involved in litigation.

Companies may pursue recapitalization to:

• Improve financial flexibility.
• Prepare for mergers or acquisitions.
• Address changing market conditions.
• Facilitate ownership transitions or buyouts.

Tax valuations are essential for complying with IRS requirements in situations like estate and gift planning, charitable donations, or corporate reorganizations. These valuations need to be well-documented and defensible to minimize audit risk.