Whether you are contemplating a merger or acquisition, establishing an estate, gift, or succession plan, settling a business dispute, or updating a buy-sell agreement, business valuation is at the foundation of your decision. You can move forward with confidence when you have a deep understanding of the value of your business. We can help.

Goals & Approach

Our priority is to focus on the goals and issues that are important to you and your company. Our client-focused approach ensures that your needs are always first.

  • We bring the practical experience of advising clients in selling and transferring shareholder interests to the valuation process.
  • We fully understand the need for adjustments of historical financial statements in the valuation process.
  • We prepare well-documented reports that adhere to professional standards and can withstand the scrutiny of courts and taxing authorities.

Important to note, our business appraisal reports are prepared in conformance with professional business valuation standards, including the AICPA’s Statement on Standards for Valuation Services, the American Society of Appraisers’ Business Valuation Standards and The Appraisal Foundation’s Uniform Standards of Professional Appraisal Practice.

Beyond the Numbers

We understand for our valuations to be meaningful we cannot simply provide you numbers – communication is paramount. This is why, after we have concluded our opinions of valuation, we fully explain our analyses.  If you are looking for valuators who will go beyond the numbers and work with all parties involved to return the most for your investment, then we are your best choice.

Broad Range of Services

  • Tax-related services – estate planning; estate and gift tax filings; S-Corporation elections; other corporate reorganizations; charitable donations; equity compensation; review of IRS valuations
  • Shareholder liquidity services – establishing or updating buy-sell agreements; shareholder purchase/sales transactions; stock redemptions: sales to Employee Stock Ownership Plans (ESOPs); life insurance funding
  • Corporate transaction services – acquisition or sale; merger exchange ratios; shareholder disputes, including dissenting shareholder and minority oppression cases
  • Litigation Support Services – shareholder disputes, including dissenting shareholder and minority oppression cases
  • Accounting-related services – for purchase price allocations (FASB ASC 805) and goodwill impairment (FASB ASC 350)
  • Intellectual property services – for sale or licensing of intellectual property
  • Professional licensing and practices – for transactions in partnership interests, purchases or sales of partnerships

Valuation Team

Our business valuation professionals work as a dedicated team and bring significant practical experience and the highest levels of credentials. Their professional designations include:

  • Accredited Senior Appraiser (ASA)
  • Accredited in Business Valuation (ABV)
  • Certified Public Accountant (CPA)
  • Many have also earned MBAs and volunteered in professional organizations.

We believe you will find the level of experience and achievement among our professionals to be superior to those found in other regional accounting firms, where dedicated teams are a rarity. We also believe valuation-only firms do not have the depth and breadth of tax and accounting expertise that is often required in complex engagements.

Through our affiliation with a large, full-service public accounting firm, we take advantage of our in-house expertise in taxation, accounting and financial advisory practice areas, which often impact valuation.


We have access to some of the country’s leading experts in business valuation and litigation services. Our team accesses these experts for unique engagements or valuation topics.

Business Valuation Services are provided through StoneBridge Business Partners, a company of EFPR Group, LLP. StoneBridge Business Partners is an independent firm. We believe that our practical experience as CPAs working with business owners sets our firm apart. We regularly consult and guide business owners through the entire process of buying and selling businesses and business interests.