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Business Valuation

Business valuations may be necessary for a variety of reasons. With a thorough understanding of the fundamentals of appraisal ethics, principles and concepts, we work with the client to refine the parameters of the valuation assignment to ensure the result will be relevant.

Our professionals have performed business valuations in numerous contexts including:

  • Estate Planning
  • Business and Contract Disputes
  • Shareholder Disputes
  • Bankruptcy-related Litigation
  • Damages & Lost Profits Analysis

For example, our team prepares valuations for companies in the following industries:

  • Oilfield services
  • Engineering services
  • Manufacturing
  • Food services
  • Family limited partnership

While a well documented and properly supported appraisal report may preclude the need for litigation, our professionals are well versed in deposition and courtroom procedures and when necessary, are able to present and defend our research and appraisal methodology.

A particularly valuable use of our skills arises when a client seeks to resolve a value dispute and we help define the engagement so the resulting report will best serve the needs of its users and facilitate resolution of the value dispute.

Rob Sanders holds the Chartered Financial Analyst designation from the CFA Institute. Courtney Chlebus is Accredited in Business Valuation (ABV) by the AICPA. 

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