Business Valuation

Whether you are buying or selling a business, planning your estate, developing a succession plan, or in litigation, a reliable business valuation plays a critical role in helping you reach your goals.

Because business valuation is as much an art as a science, it’s important to work with a firm that understands your goals, offers a high level of experience and professional integrity, and stands by its conclusions.

At Gross Mendelsohn, our Certified Valuation Analysts take the time to fully understand your need for a valuation so we can determine how to achieve the desired results in the most cost efficient manner. This advance planning allows us to offer business valuation planning services at extremely competitive rates. And our professional integrity – our practice of determining business values that are carefully researched, well substantiated and properly presented – is at the core of our ability to come up with credible, independent opinions of value.

Regardless of the reasons why you need a business valuation, Gross Mendelsohn’s Certified Valuation Analysts can help.

When do you need a business valuation?

Estate planning – A sound business valuation is an important component of effective estate planning. Because our business valuation specialists have extensive knowledge of estate planning, we use all available valuation and estate planning techniques and methods to help clients minimize their estate tax liability. Our in-depth understanding of applying appropriate discounts can translate into significant tax savings that withstand IRS scrutiny.

Succession planning – Every business should have a succession plan, and the plan should include a business valuation. Whether you are passing your business to your children or key employees, Gross Mendelsohn will bring extensive experience to bear to help structure a deal that the existing owner can live with and will allow the business to go forward.

Purchase and sale of businesses – When you’re selling a business, we will help you present it to potential buyers in a way that highlights its value. When you’re purchasing a business, we will determine its value and help you understand what you should pay. In addition, our business valuation specialists can help ensure a smooth purchase or sale by helping you to determine asset values, assessing tax situations, and evaluating non-compete and buy/sell agreements.

Shareholder disputes – When shareholders and business partners disagree about a company’s value, Gross Mendelsohn’s business valuation specialists can help. With a proven track record of bringing parties together and helping them understand their respective perspectives on value, we often help business owners settle disputes without costly litigation.

Divorce – When marital assets include business ownership, it’s critical to make sure the proper business value is used in the settlement. In addition to performing the valuation, our business valuation specialists render expert testimony and assist in negotiating a settlement by reviewing financial data and supporting documents, assisting in interrogatories and depositions, and preparing charts and trial exhibits.