Valuation Services
Companies must deal with complex fair value issues every day. By providing independent valuations with accurate, relevant conclusions, we can help you see the full economic benefit of your decision.
Determining a business’s value can be complex
While some will say that business valuation is more art than science, the reality is that such analysis and opinion is a combination of both. Facts and judgment influence the outcome. When valuing your business or its assets, it is important to have assurance that the facts are considered carefully and that the analysis is not based on theory but insight gleaned from years of experience working with companies just like yours.
Whatever your reason for the valuation, it is best not to regard this as an academic or mechanical exercise, but a process that could have a material impact on your decisions and actions on what is likely your most significant financial asset.
We perform over 400 valuations a year in the areas of merger, acquisition, and divestment; gift and estate taxes; ESOPs; partner or shareholder admission; and litigation and dissolution. We also provide valuations of business enterprises; common and preferred stock options; partnership and limited liability company interests; private party promissory notes; and fractional interests in real property. Asset valuations include patents, licenses, customer lists, trademarks and trade names, song lists, and personal goodwill.
What industries do we specialize in?
Valuation Services Group Contacts
Northern California
Mike Massey, CFA, CPA/ABV, CFE
916-503-8113
Southern California
Will Beeson, CFA
949-221-4034
Oregon
Alan Hungate, CFA, ASA
503-323-7388
Washington
Owen Dahl, CFA, ASA, LIFA
206-302-6562
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MA Now Newsletter
In Volume 3 of MA Now, Owen Dahl examines the valuation of intellectual property and goodwill in today's market.
Purchase How to Value, Buy or Sell a Financial Advisory Practice