A variety of events can prompt a business owner to acquire, sell, merge, transfer or transition a business, making it crucial to have an ongoing, up-to-date understanding of its value.
At Porte Brown, our highly trained and qualified Valuation and Transition Planning Practice Group offers the following services:
- Business Valuations
- Due Diligence and Acquisition Assistance
- Exit and Succession Planning
- Estate and Trust Planning
As a business owner, you may be concerned about preserving the value of your closely held business, whether for the next generation or for a potential future sale. Understanding what your company is worth, through a business valuation, is the first step toward accomplishing that task.
Porte Brown LLC has highly qualified CPAs that can assist you when making one of the most critical and complex decisions in the life of your company.
Our CPAs have the extensive experience with accounting, financial statement analysis and tax issues related to valuation. In addition, Jeff Smiejek, a partner at Porte Brown, is a Certified Valuation Analyst (CVA). The CVA designation – awarded only after a rigorous testing and training process – signifies that Jeff has attained an exemplary level of skill in this specialized area.
We provide a suite of business valuation services for privately-held, small- to mid-market companies in a wide range of industries. Porte Brown can provide valuations for a variety of purposes:
- Estate and Gift Tax Planning
- Buying and Selling Businesses
- Marital Dissolutions
- Share Holder Disputes
- Buy/Sell Agreements
- Strategic Planning
- Obtaining Third Party Financing
Business transition services include advising clients on mergers and acquisitions, conducting due diligence and developing and executing estate, trust and exit planning strategies.
The transition planning process can include several components: from analyzing excess costs and researching how a business stacks up against its competition, to optimizing tax strategies and developing metrics to equip business owners with the data they need to make the right decisions at every step.
For more information, please contact Porte Brown’s Valuation and Transition Practice Group leader, Jeffrey Smiejek, CPA, CVA, at 847-956-1040.