Valuation Services

You may never know what is around the next corner. Business conditions change, personal lives change, and team members change. When circumstances around your business evolve, it is often vital to complete a reliable valuation of your business.
 
When searching for a valuation team, it is important for you to find professionals with the appropriate experience and qualifications. The valuation team at HeimLantz CPAs & Advisors provides the highest quality valuation services in a timely, cost-efficient manner.  
 
HeimLantz’s expert valuators provide the highest quality valuation services, delivered with a personal touch, for fees which provide real value for our clients. We specialize in the valuation of closely-held businesses, professional practices, and partnership interests. Our valuation specialists apply well-rounded expertise to produce well-reasoned and objective reports. We provide confidential and trustworthy services.    
   
What We Do
Our valuation team has a proven track record of integrity, objectivity, sound judgment, and commitment to quality service. We combine a sophisticated understanding of accounting, taxation, financial statement analysis, and business operations with demonstrated competence in valuation to produce well-reasoned and objective reports. All business valuation engagements at HeimLantz are completed by professionals who are either Accredited in Business Valuation or are a Certified Valuation Analyst.
 
Our professionals prepare independent, unbiased business and professional practice valuation reports for a variety of purposes, including:
 
  • Estate and Gift Tax Planning
  • Divorce
  • Shareholder Disputes
  • Succession Planning
  • Reorganization
  • Buy/Sell Agreements
  • Employee Stock Ownership Plan (ESOP)Transactions
  • Shareholder Financial Planning
  • Sale or Purchase of a Business
  • Intangible Asset Allocation/Impairment Testing
 
Contact Us