Business Valuation

Critical transactions—such as buying, selling or transferring a business, planning your estate, analyzing ESOP feasibility or resolving a legal dispute—require the help of specialists.

Our well-credentialed valuation professionals offer specially tailored reports that both conform to best practices and required standards and incorporate the unique characteristics of the company or assets in question. This method provides a highly defensible work product that assists the reader in understanding the approaches taken and the conclusions reached.

Unlike boutique valuations firms that often work in silos, Boulay’s valuation team has access to subject matter experts across the firm in tax, estate and trust, IT, legal, and wealth management. These specialists help diagnose complex issues encountered in the valuation process and document the appropriate treatment in our work product.


How we help you get there

Financial Reporting

  • Intangible Assets
  • Earnouts
  • Stock Compensation
  • Impairment
  • Debt and Equity Issues
  • Portfolio Positions

Taxation

  • Taxable Gifts
  • Estate Value & Basis Determinations
  • C to S Conversions
  • Stock Compensation
  • Charitable Gifting
  • Personal Goodwill

Advisory

  • Buy/Sell Agreements
  • Estate Planning
  • Member Disputes
  • Sales & Restructuring
  • Fairness Opinions
  • Solvency Opinions
  • Marital Dissolution

Boulay not only delivers a clear and comprehensive valuation, but we also offer solutions to help improve the value of your business and accomplish your goals. Our in-depth expertise allows us to understand the big picture and give you invaluable insights to help move your business.

Whether you need a valuation for compliance purposes or are considering a transaction, the insight of a specialist can save you time and money. For a free consultation, contact us at 952.893.9320 or send us a message.

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Our Experience

Business Valuation Team


Daniel Korsman, CPA/ABV, J.D.
Business Valuation Partner
952.893.3807
dkorsman@boulaygroup.com
 
Paul Diegnau, CPA
Business Valuation Manager
952.893.3823
pdiegnau@boulaygroup.com
 
Corey O'Connell, CPA/ABV, ASA
Business Valuation & Divorce
Financial Services Manager
952.841.3025
coconnell@boulaygroup.com