Valuation & Transaction Advisory Services

Valuation & Transaction Advisory Services Overview

HW&Co.’s transaction advisory professionals are well-rounded CPAs who have been directly involved in transactions for a variety of situations – including mergers and acquisitions, gift and estate tax audits, and litigation, among others. Each transaction has unique factors that must be considered before beginning business modeling or the valuation process.

Business transactions involve both science and art. In addition to technical expertise, our team has vast real-life situational experience to appropriately value business entities or their ownership interests.

Frequently, our business valuation and transaction advisory services are part of larger solutions, such as strategic planning, litigation support, or tax planning. If multiple services are required, HW&Co.’s team of experts will combine them to seamlessly and effectively support your goals.


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Who We Serve

Opportunities invariably come with risks. At HW&Co., we can help you assess those risks to determine not just the financial value of a transaction, but also its potential rewards and pitfalls. We give you an understanding of your true position and potential outcomes in a deal. Our transaction advisory clients include:

  • Private Equity Firms
  • Business Owners
  • Investment Banks
  • Corporate Acquirers
  • Attorneys & Advisors
  • Healthcare Facilities & Providers
  • Venture Capital Firms

Q & A


What is a business valuation and how is it used?


A business valuation is the estimated economic value of a company at a specific point in time. The value of a company can vary over time depending on numerous internal and external factors, and there are several methods that can be used to calculate the projected value.
Valuations are used for a variety of reasons, including negotiating pricing when buying or selling a business, planning for future taxation, establishing ownership, and providing litigation support, among others.

It’s important that your valuation specialist be correctly credentialed and experienced. At HW&Co., our valuation professionals have obtained AICPA’s Accredited in Business Valuation (ABV ®) designation, in addition to a wealth of technical expertise and real-life experience.


Why might I need a business valuation?


You might consider obtaining a business valuation to provide information for the following:

  • Estate and Gift Tax Planning
  • Financial Reporting
  • Owner/Management Transaction Planning
  • Buy-Sell Agreements
  • Purchase Price Allocations
  • Personal  vs. Business Goodwill Allocations
  • Share Based Compensation