business valuation & litigation support

Business Valuation

If you own a business, want to protect your wealth, or determine how much an asset is worth, you will at some point need professional valuation services.  It may be to:

• Full reporting for estate and gift tax requirements
  • Estate tax returns
  • Gift tax returns
  • Sales to related parties with potential gift tax implications
• Estate tax planning assistance
• Succession plan consulting
• Valuation for divorces
• Sale or merger planning and consulting
• Employee Stock Option Plans
• Valuation estimates for loan packages
• Evaluate an Employee Stock Ownership Plan (ESOP)

Valuation is a widely used discipline that can play a key role in helping you achieve your financial goals. Peterson Sullivan business valuation professionals can give you the answer.

Business valuation is a complex process requiring broad knowledge of finance and business, expert application of recognized valuation methodologies, and diligent adherence to professional standards.  It is an art, rather than a science, in which sound judgment based on solid experience in the discipline is of utmost importance.

Litigation Support Services

Commercial damages claims

• Breach of contract
• Loss of business
• Insurance claims
• Business Interruptions
• Wage and hour disputes

Other Litigation assistance

• Divorce
• Expert witness testimony

Valuation & Litigation Support Professionals

As CPAs we have the commitment to quality service and the proven competence to fully satisfy your valuation needs.  CPAs bring to the task of valuation:

• A proven track record of competence
• Integrity
• Objectivity
• Sound judgment
• Commitment to quality service