Business Valuation

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 business judgment. The professionals at WKMR 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 sound business valuation analysis and judgment. Because of our strong reputation, we are frequently appointed by the court system to provide services and experienced courtroom testimony.