Valuation Services

An accurate assessment of a business’ worth can be an invaluable tool for any business owner. A business valuation can be used to prepare for a variety of common business transactions and activities, including tax, legal and regulatory uses and financial planning.

Our Valuation Department prepares comprehensive valuations for a variety of businesses, regardless of size or structure. Holt & Patterson helps its clients complete business valuations that meet two criteria. First, each valuation should reach a supportable conclusion of value. Secondly, the valuation should clearly and convincingly establish how the conclusion was reached.

Valuations are recommended for companies participating in the following activities:

• Mergers, Acquisitions and Sales
• Buy-Sell Agreements
• Employee Stock Ownership Plans (ESOPS) and Incentives
• Corporate Reorganizations
• Collateral Values for Loans
• Estate and Business Succession Planning
• Litigation Support

Business valuations can also be a valuable tool for stockowners and investors. A tangible value for a business determines stability when establishing loan values, stock options and incentives and acquisition potential. Knowing the full value of a business also helps to establish intangible values, which can be used as support information for a number of professional investment opportunities.

A valuation professional can be a helpful resource if you ever find yourself involved in business disputes, marital dissolution or other litigation.