Services

Business Valuation

You always have options when you work with our accounting team. See how easy it is to get started by scheduling a free initial consultation, visiting us at our offices, or sending us an email.

Smart Forensic Business Valuation Strategies for Successful Exits

The range of needs for valuing businesses continues to widen, and our accounting firm can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Business valuations are used for estate planning and estate tax returns, gift tax returns, buying and selling businesses, divorce matters, family limited partnerships, stockholder disputes, deferred compensation plans and ESOPs.

Our timely professionals will spend the time needed to understand the right business valuation strategies so that we can support you in litigation, reduce your personal or corporate tax bills, and achieve any other of your aims of working with us.

Find out how easy it is to get started with our team. Start talking with our CPA team in your free initial consultation by filling out our online form, sending us an email, or by giving us a call at (410) 263-4201.

Stay Ahead of Business Valuation Disputes with Forensic Accountant Support

Everyone who creates a business will one day transfer that business — voluntarily or involuntarily. Before that happens, a smart business valuation strategy can help you steer you towards a successful exit.

Whether you are dealing with the specter of an audit, litigation, tax controversy, or you are simply getting ahead on estate and tax planning purposes, you want a trustworthy certified valuation analyst (CVA) who understands the task at hand for your business valuation project.

There are many factors that contribute to the value of a business, such as the continued earnings of the business, the underlying assets of the business and comparable sales of similar business in similar industries. Our experts can guide you towards making business decisions that rely on the value of your business or one in which you have an interest. We have four certified valuation analysts (CVA) within the firm and we do this on a recurring basis.

Get help from a CPA for tax planning with services including, but not limited to:

  • Expert witness testimony
  • Forensic services
  • Business fraud litigation investigation

The best tax planning starts with a strong relationship between you and your accounting firm. Working with entrepreneurial CPAs who understands the value of proactive tax planning can make all the difference in protecting your assets.

Audit & Advisory Services For Additional 3rd Party Assurance

Knowing where your money is flowing can help you chart new courses for your business. That's why when the project calls for it, our team can help with cash flow budgeting, forensic financial audits, and more. Some of our most common financial audit services include:

  • Financial Statement Audits
  • Financial Statement Reviews
  • Financial Statement Compilations
  • Employee Benefit Plan Audits & Consulting

If you need to provide financial assurance to your clients and stakeholders, then we can help you demonstrate your financials with our third-party auditing services trusted by hundreds of clients around the country.

Comprehensive Individual and Small-to-Medium Business Tax & Accounting Services

If you or your business needs accounting support beyond bookkeeping needs, we can support your current and future plans with a number of tax and accounting services, including but not limited to:

  • Bookkeeping
  • Individual & Business Tax Preparation
  • Tax Planning
  • Litigation Support
  • Cash Flow Budgeting
  • & More

Talk with our CPA team to learn more about the ways we can help your organization grow with an eye on your bottom line alongside industry compliance requirements.

Start Working With Us For Fast, CPA-Reviewed Business Valuation Services

Get started today by scheduling a free consultation with our business valuation advisory team. Whether you are defending your assets or getting ahead with tax planning — our team can help you maximize your wealth while minimizing your tax bills. Our CPAs have a broad range of experience that will allow them to quickly and fairly value your business.

Find out how easy it is to get started. Schedule time with us today by filling out our online form, sending us an email, or by giving us a call at (410) 263-4201. Our team will work with you to get started on your business valuation project as quickly as possible.

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