Our Business Valuation team Delivers on the Promise of providing objective and defensible valuation analyses to its clients.

A privately held business is often the centerpiece of the owner’s life’s work. Therefore, if you are in need of a business valuation, it is essential that you work with a firm that will prepare a thorough, well-reasoned valuation that will hold up in litigation, withstand IRS scrutiny, or be supportable to your auditors. We work closely with business owners, attorneys, and other business advisors to do just that.

When to Consider a Business Valuation:

Tax-Related Business Valuations (Click to learn more)

  • Appraisals for charitable contributions
  • C to S corporation conversion – built-in gains tax calculation
  • Estate tax planning and compliance
  • Gift tax planning and compliance
  • Issuance of stock options (409A)
  • Related party transactions

Divorce Business Valuation (Click to learn more)

Financial Reporting Valuations (Click to learn more)

  • Purchase price allocation – valuation of intangible assets
  • Issuance of stock options
  • Goodwill impairment analysis 
  • Intangible asset impairment analysis
  • Fair Value Measurements for financial reporting

Merger and Acquisition Valuations (Click to learn more)

  • Strategic Planning
  • Purchase price allocation – valuation of intangible assets
  • Fairness Opinions
  • Post-Transaction Disputes
  • Divestitures and Redemptions of Shareholder, Partner and Member Interests 

Business Transition Planning (Click to learn more)

  • Divestitures and Redemptions of Shareholder, Partner and Member Interests 
  • Mergers and Acquisitions
  • Succession planning 
  • Strategic planning
  • Sale of a business
  • Shareholder, partner and member buy/sell agreements
  • Shareholder disputes

Litigation-Based Valuations (Click to learn more)

  • Shareholder disputes
  • Post-transaction disputes
  • Divorce and domestic relations
  • Damages modeling and computations

The Business Valuation Process

Regardless of the circumstance that necessitates a business valuation, our team follows a detailed process that includes:

  • Thorough analysis and discussions with management regarding the business’s historical and projected financial performance 
  • Careful study of the qualitative and quantitative factors unique to the business 
  • Review of the industry and economic factors that influence a company’s value
  • Determination of appropriate, supportable valuation discounts 
  • Synthesizing the results of various valuation approaches to reach a conclusion of value


Our experts have extensive experience with the valuation process and in providing expert testimony. Our team of certified professionals has participated in valuing hundreds of businesses with revenues ranging in value from thousands to billions millions of dollars in a variety of industries including retail, professional services, technology, healthcare services, wholesale/distribution, food service, industrial manufacturing and fabrication, construction, staffing, waste management and automotive, as well as holding company/estate planning vehicles, just to name a few.

Questions? Contact Robert Ranallo:

Robert A. Ranallo, CPA / ABV / JD / CVA / CFF