Business Valuation Services
At Winter, Kloman, Moter & Repp, S.C., our business valuation services combine a unique blend of knowledge and experience to assist you during the many times when it is crucial for the owner of a closely-held business to determine the value of the business, including:
- Establishing a plan to transfer the business to a successor
- Estate planning
- Divorce proceedings
- Selling the business to a third party
- Adopting an employee stock ownership plan (ESOP)
- Offering stock to a key employee
The process of valuing a closely-held business is often complex and requires education, experience, and sound business judgment. Our team of valuation specialists are all Certified Public Accountants (CPAs) who are accredited as Certified Valuation Analysts (CVA) by the National Association of Certified Valuation Analysts (NACVA) and are all Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants (AICPA).
Our professionals are trained to analyze many factors, including:
- Nature and history of the business
- Experience and continuity of management
- Economic outlook in general
- Condition and outlook of the specific industry
- Financial condition of the company
- Earning capacity and potential of the company
- Existence of goodwill or other intangible values
- Size of the ownership interest to be valued
We are able to utilize the extensive experience our professionals have in a wide variety of industries to provide you with a realistic valuation of the business value. Because of our reputation, we are frequently appointed by the federal, state and local court systems to provide services and expert courtroom testimony.
Let us support your success and your needs with our business valuation services.
