Protect your wealth: determine how much an asset is worth

  • Our professional valuation services include:
    • Assist with selling your business
    • Obtain financing from a lender for the purchase of a business
    • Plan for a merger, acquisition or stock offering
    • Develop an estate or tax plan to protect your wealth
    • Create a succession plan
    • Determine the value of assets and liabilities for a divorce settlement
  • The Accredited in Business Valuation (ABV) credential has been developed by the American Institute of Certified Public Accountants. Those who earn the ABV Credential must:
    • Be a member in good standing of the AICPA
    • Hold a valid CPA certificate or license
    • Demonstrate experience in business valuation
    • Pass a rigorous business valuation exam
    • Demonstrate a history of continuing education.
cpa-logoBusiness Office

Meet our value team

Daniel Powell