What We Do For You

We provide expert business valuation and appraisal services for numerous industries and purposes. Valuation projects include determining transaction values for business sales and acquisitions, litigation and dispute resolution, determination of estate and gift values, fair value for financial reporting purposes, bankruptcy-related valuations, along with many others. Our team holds numerous professional certifications and consists of Certified Public Accountants (CPA), Certified Valuation Analysts (CVA), and a Certified Global Management Accountant (CGMA). Our diverse backgrounds and decades of experience make us uniquely qualified to help you with any valuation need.


The Value to You

A proper determination of business value can be the difference between paying too much in a business acquisition or selling one for too little. It can also ensure that gifts are properly valued to avoid IRS problems in estate planning. Valuations can be used to help settle disputes and support decisions. An expert valuation lowers risk.



Many situations present themselves where an expert determination of value is needed. These instances can include supporting a decision to sell a business at a fair price or acquire a competitor to strategically grow, complying with tax laws in the case of a gift or estate valuation, or settling a dispute or litigation. Often, these projects can be complex, requiring experience and significant technical skills. The consequences of making the wrong determination of value can be costly and lead to making bad financial decisions or improper compliance.

We have experience performing valuations across many different industries, including professional services, manufacturing, food processing, transportation, and construction. In addition to various industries, we have experience with many stages of a business lifecycle from startups requiring stock option plan 409(a) valuations to bankruptcies requiring special-purpose appraisals and liquidation analysis.

Our processes are streamlined and efficient to ensure timely delivery of services while maintaining the highest level of professional quality and standards. We adhere to the professional standards of both the American Institute of Certified Public Accountants (AICPA) and the National Association of Certified Valuation Analysts (NACVA), and our team members are dedicated to keeping up with the latest trends and techniques.

Example Services :

  • Opinions of Value 
    • Gift and Estate 
    • Litigation and Dispute Resolution 
  • Calculations of Value Your business value dgn advisory
    • Acquisition Activities 
    • Buy/Sell Agreement Support 
  • Fair Value Determinations 
  • Purchase Price Allocations 
  • Asset Impairment Evaluations 
  • Liquidation Analysis 
  • Economic Damages Determination 
  • Portfolio Valuation 
  • Employee Stock Ownership Plans (ESOP) 
  • Employee Stock Option Plan – IRC Section 409a Safe Harbor Determination