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Business Valuation
Whether you are selling or buying a business, planning your estate or settling a dispute, it is essential to have a sound professional opinion from a certified valuation analyst who will stand behind his/her conclusions. 

No two businesses are identical. Consequently, an independent analysis is required to determine the correct value of each business. Business valuations for small business and professional practices are challenging to complete. 

Professional expertise is required to capture the true economic reality of the company and to make the necessary adjustments to financial information. Courts, government agencies, lenders and insurers frequently insist on expert opinions to support claims where value is concerned. 

Our certified expert consultants specialize in providing confidential business valuations to closely-held and family-owned businesses. Utilizing valuation standards and techniques, we work directly with you and your advisors to develop independent, unbiased and defensible valuation reports for: 
  • Estate and gift tax reporting
  • Purchase and sale of a business
  • Bank financing requirements
  • Succession planning
In addition, we monitor statutory authority, administrative rulings and judicial precedent to ensure that the valuation complies with legal and professional standards. 
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Securities and advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Advisory, tax, and Audit services offered through CPC Financial Planning, Inc., a registered investment advisor, not affiliated with Royal Alliance Associates, Inc.


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