Business Valuation

For most businesses, situations will eventually occur in which investors or other parties require knowledge regarding a business’s value. These needs can arise in response to a variety of factors, such as shifting business conditions, transitions in the personal lives of owners or stakeholders, changes in ownership, the process of tax or succession planning, legal disputes, or the need to secure credit. Whatever the impetus for the valuation, one thing is for certain: when valuing a business, partnering with experienced professionals to receive accurate information is vital.

The HeimLantz team of valuation analysts is ready to provide the highest quality valuation services, delivered with a personal touch and for fees that provide real value to business owners. We provide confidential and trustworthy services to closely held businesses, their owners, and to professional service providers, for a variety of purposes. We are eager to help develop deep insights about each business we value that can be used to inform both daily decisions and any other circumstances clients are facing.

Our professionals are prepared to offer clients independent, unbiased reports and analysis that clearly articulate each organization’s value and that contain the information needed to adequately support the results.

We offer thorough business valuation services tailored to meet the specifics of your situation, including:

  • Estate and Gift Tax Planning
  • Succession Planning
  • Shareholder Financial Planning
  • Sale or Purchase of a Business
  • Reorganization
  • Buy/Sell Agreements
  • Divorce
  • Employee Stock Ownership Plan (ESOP) Transactions
  • Intangible Asset Allocation/Impairment Testing

Don’t undervalue the business you built. Contact our experts for the experienced service you need.