Valuation Services

Valuation Services

Value is Everything

When you’ve spent years building and investing in a business, few things are more important than the value of that business. Whether you’re considering new shareholders, developing your estate plan, or attempting to resolve a liability dispute, a thorough and objective valuation is essential to a successful outcome.


Our Process

Leveraging our depth of resources in cross-disciplinary business planning, we will work with you to execute a comprehensive business valuation so you can accomplish your personal and financial goals.

Our aim is to leave you feeling confident that you have a clear picture of value and a solid follow-up strategy in place so you can achieve your aspirations.


Our Services

We will work closely with you to evaluate the operations and historical data of your business in order to fully understand what constitutes its value. Our team of experienced professionals provides a full range of business valuation services.


Scott Becker, CPA, CFP, CVA, CGMA
Managing Partner

Jimmy Schulz, CPA, CVA

Scott Scheef

Scott Scheef, CPA, CVA

Allocation of Purchase Price

Bankruptcy and Reorganization

Buy-Sell Agreements

Charitable Gift Planning


Estate Planning

Insurance Claims

Shareholder Disputes

Additional Specialized Consulting Services

  • Entity Selection
  • Valuation Services
  • Data Analytics
  • Litigation Support
  • Buy/Sell Consultation
  • Succession Planning
  • Ratio Analysis
  • KPI Dashboards


  • Internal Control Testing
  • Cash Flow Analysis
  • Operational Risk Assessment
  • Due Diligence
  • Projections and Forecasting
  • Tax Credits and Incentives
  • Nexus and Sales Tax
  • Estate Planning

Are you ready to give your business an edge? Contact us today to get started!