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Business Valuation

When searching for a trusted valuation team, rely on professionals with the appropriate experience and qualifications.

Overview

As your business continues to grow and evolve, situations can arise which require you to obtain a reliable valuation of your business. When searching for a trusted valuation team, it’s important for you to rely on professionals with the appropriate experience and qualifications.

Whether you’re negotiating the sale or purchase of a business or settling a legal dispute, the Leone, McDonnell & Roberts, Professional Association business valuation team can provide an objective analysis of your business. We realize your business has unique qualities, and our professionals are prepared to assist in determining its fair value. Surely, you can see the value in that.

We can assist you in the following situations:

  • Buy/sell agreements
  • Estate and gift tax planning
  • Divorce
  • Litigation support
  • Purchase or sale of a business
  • Property settlements
  • Reorganization
  • Shareholder disputes
  • Shareholder financial planning
  • Succession planning

Our valuation team includes a Certified Valuation Analyst (CVA) and has a proven track record of integrity, sound judgment and commitment to quality service. We combine our sophisticated understanding of accounting, taxation, financial statement analysis and business operations with demonstrated competence in valuation to produce well-reasoned and objective reports.