For many business owners, it can be difficult to know just how much their company is worth to a potential buyer – or to have an accurate opinion on how much they should pay for a potential acquisition. When a succession plan includes transferring an interest in a family business, it’s important to know the fair market value of that stake. That’s why many leaders of family or other closely-held businesses rely on Soren McAdam for accurate and objective business valuation services.
Our valuation team understands that every company has unique brand attributes, product or service offerings, financial resources and other intangibles that are critical to determining overall value. For that reason, our due diligence process digs deep to understand not only the purpose of a valuation, but what role it might play in both short and long-term business or succession planning. This step ensures that we provide the right valuation approach for your company’s specific goals.
If you’re ready to work with an accounting partner who knows your name as well as your industry, contact Dave Tuttle at 909-798-2222. Regardless of whether your need for valuation is selling the business, acquiring a business, gifting ownership interests, filing an estate tax return or navigating litigation, our client-focused team will make sure that your company is thoroughly and fairly appraised.