Business Valuation Services • Aldrich Advisors | CPAs | Wealth | Consulting

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Services
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Business Advisory
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Business Valuations

Business Valuations

What is your business worth?

Objective analysis is critical to assist you in the valuation of any business in which you have an interest.

Our business valuation professionals work closely with your team of financial advisors in implementing succession and estate plans.

We work regularly performing business valuation services in widely diverse industries including the healthcare industry, retail and wholesale operations, agriculture, building materials, computers and information technology services, construction, private post-secondary schools, manufacturing, processing, professional services, real estate, telecommunications, transportation including automobile dealerships, and utilities.

Our business valuation professionals have expertise in working in the following areas:

  • Acquiring and divesting a business
  • Business succession and buy-sell agreements
  • Estate plans, gifting and estate tax filings
  • S corp conversions
  • Purchase price allocations
  • Merger and acquisition strategies
  • Employee benefit plans
  • Financing
  • Strategic corporate planning
  • Family Limited Partnerships and Limited Liability Corporations
Business Valuation Insights
Article

Business Valuation Basics: What You Need to Know Before Transferring Ownership

Over the next 30 to 40 years, recent studies estimate that as much as $30...

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Article

What You Need to Know About the Valuation of Goodwill in Your Business

For some construction companies, a portion of their value may consist of goodwill, both business...

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Article

How Much is Your Business Worth?

When preparing to sell your construction company, it’s a good time to put on a...

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Financial Due Diligence

Are you buying or investing in a company and want to ensure the quality of the financial information?

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Business Succession Planning

One day, the business you've built will be transitioned to new owners. Do you have a plan?

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Meet Our Professionals

Business Advisory

Jeanne Taylor, CPA, CVA®, CM&AA, CEPA®
Partner Emeritus
Doug Davison, CPA, CEPA®
Partner
Michelle Barnett, CRRA
Partner Emeritus
Write to Jeanne
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Expertise:
  • Closely-held businesses
  • Tax minimization strategies
  • Strategic tax planning and compliance
  • Certified Exit Planning Advisor (CEPA)
  • Certified Mergers & Acquisitions Advisor (CM&AA)
  • Certified Business Valuation Analyst (CVA)
  • Certified Public Accountant

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Write to Doug
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Expertise:
  • Telecommunications
  • Utilities
  • Certified Exit Planner (CEPA)
  • Certified Public Accountant
  • Business transition and succession planning

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Write to Michelle
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Expertise:
  • Modeling and rate design studies
  • Telecommunications and utilities
  • Public utility, regulatory matters and tariff administration
  • Certified Rate of Return Analyst (CRRA)

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