For Financial Advisors and CPA’s, the need for a business valuation often arises. Whether your client is involved in Tax Planning, Gift and Estate Tax, Key Man Insurance, ESOP, Divorce or Retirement Planning, a business valuation will help support those important financial events. As a business owner’s trusted advisor, having access to a qualified valuation firm that can provide a well-supported and documented valuation will offer you and your clients confidence in meeting their financial objectives.
We understand the intricacies of working with clients that have complex needs. With that in mind, we offer tailored business valuation services through our accredited appraiser staff. For times when all you require is basic value guidance to assist your clients, our proprietary FinVal tool gives you everything you need. Get started with FinVal.