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Business Valuation Services

Determining True Value of Your Assets

Valuations are necessary in gifting shares, buy/sell transactions and mergers, financing, legal disputes, among other scenarios. Accredited through the American Society of Appraisers, the Association of Certified Valuators and Analysts and AICPA, Windham Brannon’s business valuation practice helps businesses, high net worth individuals, estates and trusts as well as trustees calculate objective, accurate measures of value for their tangible and intangible assets. We provide reliable and well-documented research and analysis built on best-practice methodologies to ensure the most comprehensive, independent, objective and in-depth company valuations that help you make smarter business decisions.

High Net Worth Individuals

High Net Worth Individuals

Business Owners

Business Owners

Owners Exiting or Transitioning Their Business

Owners Exiting or Transitioning Their Business

HOW WE HELP YOU

Exit Planning and Ownership Transition

Exit Planning and Ownership Transition

Understanding the value of your assets is crucial to helping you execute your vision for the future and make informed financial decisions for both you and your business, especially when planning your exit and the transition of your business ownership. Windham Brannon assists business owners and executive teams by helping them understand their asset value as well as key value drivers in the business as they develop strategies for a smooth exit and transition.

Financial Reporting

Financial Reporting

Our business valuation practice offers a full range of fair-value valuation services to meet financial reporting requirements in key areas, such as purchase price allocations, goodwill impairment testing and stock compensation.

Estate Planning

Estate Planning

When planning for wealth transfer to the next generation, Windham Brannon helps high net worth individuals with valuations for estate planning and gift tax purposes as they make long-term strategies for their wealth and legacy.

Purchase Price Allocations

Purchase Price Allocations

Purchase price allocations are an important component of the deal, whether you’re merging your business or acquiring another one. We provide the advisory and accounting support you need to properly allocate value of your assets and liabilities as it relates to the purchase price.

Divorce and Marital Dissolution

In important times, such as marital dissolution, it is important to have an expert who not only has a high level of sensitivity and a keen eye for detail, but also understands the various facets of your case and how they related to applicable case law. Our valuation professionals have vast experience in the complexities of marital dissolution valuation, the relevant testimony experience, and can help determine the true value of your business when it matters the most.

OUR ADVISORS

Tom Brooks

Principal, Business Valuation Leader

Matt Stelzman

Principal, Litigation Advisory Leader

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