Business Valuation

Buying, selling or transferring a business. Planning your estate. Analyzing ESOP feasibility or resolving a legal dispute. Critical transactions require the help of specialists.

Unlike boutique valuation firms who often work in silos, Boulay’s team of valuation professionals work closely with our tax, estate, wealth management, and transaction advisory groups. This integrated expertise results in valuation opinions that are robust, highly defensible, and likely to result in additional value-added insight to the company and its owners.

Valuing a business requires the consideration of three approaches using a variety of methods to establish a value. Each valuation is unique, as are the objectives of each business owner. It is important to consider current market conditions, industry trends, historical company performance, and forecasts of future cash flow and profit. Our valuation professionals possess the Accredited in Business Valuation (ABV) credential issued by the American Institute of Certified Public Accountants, and they work closely with you to fully understand your needs and deliver a defensible work product.


Services

• Gift and estate tax planning, compliance
• Valuation consulting
• Incentive compensation valuations, including Section 409(A)
• Shareholder planning/ buy-sell agreements
• Corporate restructuring/ spin-offs
• Employee Stock Ownership Plan (ESOP) valuation
• Financial reporting (GAAP)
• Intangible asset valuations

• Goodwill impairment testing
• Stock-based compensation
• Portfolio valuations
• Mergers and acquisition pricing analysis
• Damages and lost profits
• Charitable contributions
• S corporation election built in gains analysis
• Marital dissolutions
• Shareholder and partnership conflicts
• Expert witness testimony

Boulay not only delivers a clear and comprehensive valuation, we can go beyond—offering solutions to help improve the value of your business and accomplish your goals. You can count on our in-depth expertise 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. Our team of valuation professionals are happy to provide a free consultation. To learn more about how we can help, contact us by phone 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 Manager
952.893.3807
dkorsman@boulaygroup.com
 
Paul Diegnau, CPA
Business Valuation Manager
952.893.3823
pdiegnau@boulaygroup.com