Certified business valuation
When a valuation will be examined by attorneys, a court, a partner, or the IRS, the standard is higher. A Certified Valuation is built for those situations and is always priced to fit the engagement.
When you need one
Most owners never need more than our fixed-price packages. A Certified Valuation is the right choice when the number has consequences for more than one party.
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Partnership breakups and shareholder buyouts
When one owner is buying out another, both sides need a credible, reliable value they can agree on, or that a mediator can rely on.
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Divorce
When a business is part of the marital estate, attorneys and courts need a valuation that can withstand questioning from the other side.
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IRS matters
Gifting shares to family or friends, estate planning, and other situations where the value of your shares is reported to the IRS.
Certified Valuation or a standard package?
| If you are… | Choose |
|---|---|
| Planning to sell, now or in a few years | Comprehensive package |
| Setting growth targets or checking progress | Growth package |
| Curious where you stand today | Essential package |
| Buying out a partner or dividing a business in a divorce | Certified Valuation |
| Gifting shares or handling an estate or IRS matter | Certified Valuation |
Request a confidential quote
Tell us about the business and the situation. We’ll follow up to understand what the valuation needs to do and give you a price.
Prefer to talk first? Call 251.850.5550.
Are you an attorney or CPA referring a client? Here’s how we work with you.