With 14 tips for preparing your business for sale, this guide looks at taxes, marketing, timelines and more.
When Do You Need A Business Valuation?
Sale Or Purchase Of A Businesses
When selling a business, we will help present it to potential buyers in a way that highlights its value. On the flip side, when purchasing a business, we will determine its value and help you understand what’s fair to pay.
Exit & Succession Planning
We’re here to help you plan ahead by developing a win-win plan for your future. Knowing the value of your business is key.
Estate Planning
With extensive knowledge of estate planning, we use all available valuation and estate planning techniques and methods to help clients minimize their estate tax liability.
Shareholder Disputes
We help bring parties together so they understand each other’s perspectives on a business’s value, and settle disputes without costly litigation.
How Much Is My Business Worth?
Guide for business owners
Work With Credentialed Valuation Experts
Which Credentials Are Important?
It’s important to work with a credentialed business valuation expert who fully understands your objectives, clearly explains the valuation process, and delivers a clear, easy-to-understand valuation report to you and your stakeholders.
Our business valuation specialists include Certified Valuation Analysts (CVA) who are also Accredited in Business Valuation (ABV). They also happen to be CPAs who understand the big picture of a business’s financial position.
Meet Richard Wolf
Richard Wolf, CPA/ABV, CFE, CVA, a partner at Gross Mendelsohn, specializes in business valuation. In addition to being a CPA, Richard is Accredited in Business Valuation and is a Certified Valuation Analyst.
Meet Kirstine Fors
Kirstine Fors, CPA/ABV, CVA, works with business owners who need business valuations for a variety of reasons. She's Accredited in Business Valuation and is a Certified Valuation Analyst, in addition to being a CPA.
“I have dealt with many firms over the years. Finally found a firm that really prides itself on partnering with their clients.”
David Schaefer, CFO
Lift Off Distribution
“They are very professional and flexible which allows them to adapt to our varying service requests and meet deadlines required by our business partners.”
Christopher Murphy, Controller
The Whalen Company