Business Valuations

How Can a Business Valuation Help My Company?

There are countless reasons why you may want to perform a company valuation for your business, not the least of which is the fact that it’s sensible from a business perspective to have that information on hand. An accurate small business valuation is an integral part of growing your company, attracting new investors, and selling it, so let Porte Brown help you come up with an accurate and extensive evaluation report that will enable you to make the best decisions for your business.

The Porte Brown accounting team has wide-ranging experience and the knowledge you need regarding financial statement analysis and various tax issues that may arise during an appraisal. This allows us to offer effective business valuation services no matter the size of your business or the industry that you operate in. Porte Brown provides professional business valuations for the following business situations:

  • Purchase of a Business
  • Benchmarking
  • Value Driver Analysis
  • Loan Procurement
  • Buy-Sell Agreements
  • Gift & Estate Tax Filings
  • Selling a Business

Tax Services

We understand taxes.

Porte Brown has been providing tax and accounting services to Chicago and the surrounding communities since 1946 and specialize in everything from traditional tax services to functional expense and budget consulting to multi state nexus issues. We also help our clients determine how best to take advantage of tax credits and deductions during times of growth or relocation as well as how to utilize financial assistance programs to further reduce your tax burden.

Estate & Trust Services

Planning for the future.

Planning for retirement invariably comes down to making sure you save enough during your working years to build up a nest egg to use during your golden years. But what happens beyond retirement? Have you thought about your legacy and what you'll leave to your family and friends once you're gone?

Acquisition Assistance

It's all about the details.

Successful acquisitions depend on the guidance of experts in order to fully uncover the values, risks, and liabilities involved in a potential transaction. Porte Brown professionals provide a full range of acquisition assistance services, including rigorous due diligence that...

Transition Planning & Advisory Services

Transitioning out of your business is all about setting and reaching goals. It can be a complicated process and there are many important components to consider:

  • When should I start and where do I begin?
  • How much is my business worth?
  • How do I minimize the tax consequences?
  • How do I set up my family for success?
  • Will a transition align with my trust and estate planning goals?
  • Can I support my lifestyle afterwards?

Whether it’s a sale to a 3rd party or structuring a deal within the family, Porte Brown has a long track record of working with privately held businesses on a successful ownership transition.

Due Diligence

Transitioning out of your business is all about setting and reaching goals. It can be a complicated process and there are many important components to consider:

  • When should I start and where do I begin?
  • How much is my business worth?
  • How do I minimize the tax consequences?
  • How do I set up my family for success?
  • Will a transition align with my trust and estate planning goals?
  • Can I support my lifestyle afterwards?

Whether it’s a sale to a 3rd party or structuring a deal within the family, Porte Brown has a long track record of working with privately held businesses on a successful ownership transition.

Services include:

  • Buy/Sell Agreements
  • Value Driver Analysis
  • Asset Gap Identification
  • Contingency Planning
  • Tax Planning & Compliance

Introduction to ExitSmarts®

ExitSmarts is… innovative/approachable/sensible Main Street Exit Planning for the 94% of business owners who neither want nor need the complexity of large-business exit planning.

ExitSmarts logo - Driving Owner Options through Value Acceleration

Will you be ready?

Take the Transition Readiness Assessment!

Click to Begin the Free Readiness Assessment

Using the Assessment Tool:

The sole purpose of the Readiness Assessment is to help you better understand what you know and do not know about the transition process.

Your results may show that you’re prepared, but if you’re like most Business Owners, they will more likely indicate that you have some work to do.

Results that reveal a preparedness gap should not be viewed as negative. To the contrary, they represent an opportunity to clearly understand just how prepared you are and take action to dramatically improve your position.

ExitSmarts Readiness Score information

Make a Successful Exit in a Challenging Marketplace

If you are considering transitioning out of your business, whether for growth or eventual retirement, Porte Brown can help you achieve your long-term goals. We have a CEPA (Certified Exit Planning Advisor) that leads our experienced team in complex partnerships, including those involving family relationships. As members of the BEI Network of Exit Planning Advisors™ we know how to guide you to your successful exit. Using a systematic Exit Planning process developed over the last 25 years, you decide:

  • When you wish to leave your business
  • What amount of cash you need when you exit
  • To whom you want to transfer the business

Our Exit Planning and 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 identifying your personal, business and financial goals to optimizing tax strategies and developing a plan of action to ensure that your business is transferred according to your terms. Porte Brown’s team of advisors take a personalized approach for each of our clients. This ensures that your plan is specific to your business’ unique circumstances and is tied to your exact goals, objectives, and concerns. Only after listening to your answers do we begin to create your unique business Exit Plan.

3 Elements of a Successful Exit

  1. A Road Map - Exit Planning is a process that helps owners decide where they want to go as well as how to get there.
  2. Experienced Guides - Owners must assemble a team of trained and experienced advisors to guide them through the many choices and decisions they face as they work toward their exit goals.
  3. Implementation - Success depends upon a disciplined implementation timetable keyed to an owner's Exit Plan strategy.

Without experienced advisors, an Exit Plan and an implementation timetable, the chances for a successful exit are very slim. Nearly 50% of successful business owners hope to exit their companies within the next five years. In fact, the SBA observes that “At any given time, 40% of U.S. businesses are facing the transfer of ownership issue” and “the primary cause for failure... is lack of planning.”

Next step:

If you have questions about the services we offer or would like to request a proposal, please submit the form below. Someone from the Porte Brown team will be in contact with you as soon as possible. You can also call us directly at 847-956-1040.

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Get in touch today and find out how we can help you meet your objectives.

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