Reviewing valuations on screens

Valuations

Business transactions are fluid, and advisors must have the ability to interpret both data and trends. In addition to technical expertise, our transaction advisory team has vast real-life situational experience to appropriately value business entities or their ownership interests. Our advisors hold the AICPA Accredited in Business Valuation (ABV ®) designation and are dedicated to the highest professional standards.

HW&Co. advisors prepare valuations for a variety of reasons, including to aid in succession planning, business transaction activities, dispute resolution and litigation activities, financial reporting, and the evaluation of estate, gift, and income tax. While there are a number of different types of valuations, some of the most common we provide include:

Industries We Serve

We have expertise in providing valuations to a number of key industries, including the following:

  • Healthcare
  • Manufacturing
  • Real Estate
  • Service & Retail

Our experienced advisors understand the niche intricacies that differentiate these valuations from others, and we apply our specialized knowledge to ensure supported analyses and value opinions.

What’s It Worth?

Many users of business valuations, especially the courts and the Internal Revenue Service, have their own unique rules as to how an entity or an ownership interest in an entity should be valued.

Each business is unique, and we custom design our approach to fully understand the entity’s past performance, its future prospects, and its SWOT (strengths, weaknesses, opportunities, and threats). Our team of credentialed advisors is able to analyze complex data and provide a comprehensive valuation report that you can trust. If necessary, we are able to defend the value before the IRS or in court.