Accurate and Reliable Business Valuations

Determining the value of a business, or a component of it, is a complex process that requires careful analysis and an understanding of both the business itself and the industry in which it operates. It involves examining both tangible and intangible assets.

Our Valuation Process

  • Initial Consultation: Understanding your business and goals.
  • Data Collection: Gathering financial and operational data.
  • Analysis: Conducting in-depth analysis using industry-standard methods.
  • Valuation Report: Delivering a detailed, comprehensive report.
  • Follow-Up: Discussing the findings and next steps.

Speak With An Advisor

We invite you to connect with us for a 30-minute introductory call. Fill out the form below, tell us how we can assist, and a member of the Whittlesey team will reach out to schedule your call.

Comprehensive Business Valuations for Critical Financial and Legal Decisions

Succession Planning and Exit Strategy

Prepare for the future with a precise business valuation that ensures a smooth transition for your company. Whether planning retirement or passing the torch to the next generation, our valuations provide clarity and confidence for informed decisions.

Mergers and Acquisitions

Maximize your value in mergers and acquisitions with an expert valuation. We help buyers and sellers understand a business's true worth, facilitating successful negotiations and seamless transactions.

Charitable Contributions and Philanthropic Planning

Optimize your charitable giving with accurate valuations of business interests or assets. Our valuations help you meet compliance requirements while maximizing the impact of your contributions.

Gift and Estate Tax Planning

Minimize tax liability and maximize wealth transfer with strategic valuations for gifts and estates. Our detailed reports comply with IRS requirements and support effective financial planning.

Buy/Sell Agreements

Protect your business interests with precise valuations for buy/sell agreements. Whether initiating or updating an agreement, we provide the numbers you need for equitable and enforceable arrangements.

Divorce and Marital Dissolution

Navigate the complexities of marital dissolution with a fair business valuation. Our objective analysis ensures equitable distribution and supports smooth legal proceedings.

Stockholder and Partner Disputes

We effectively resolve disputes with impartial valuations of business interests. We provide trusted insights to facilitate negotiations and achieve equitable outcomes for all parties involved.

Intangible Asset Valuations and Intellectual Property

Uncover the value of intangible assets, including intellectual property, patents, and trademarks. Our detailed valuations support licensing, litigation, and strategic planning.

Understanding the value of your business and the key factors influencing that value is essential for making informed, strategic decisions about its future.

Why Whittlesey?

Experience and Expertise

With decades of combined experience, our team has conducted numerous business valuations across a wide range of industries. Our deep understanding of market trends and financial intricacies ensures that you receive an accurate and insightful valuation tailored to your specific business needs. We have successfully helped businesses of all sizes, from small enterprises to large corporations, make informed decisions based on our thorough and reliable valuations.

Certified Professionals

Our team consists of highly qualified and certified professionals who are dedicated to maintaining the highest standards of service. We hold prestigious certifications from the American Institute of Certified Public Accountants (AICPA) and the National Association of Certified Valuation Analysts (NACVA). These credentials reflect our commitment to excellence and our proficiency in delivering top-notch valuation services.

Tailored Approach

We understand that every business is unique, which is why we adopt a personalized approach to each valuation project. Our process begins with a thorough consultation to understand your specific goals and challenges. We then tailor our methods and strategies to provide you with a valuation that accurately reflects the true value of your business. Our customized approach ensures that you receive insights and recommendations that are relevant and actionable for your particular situation.

Ready to Know the Value of Your Business?

Every great partnership begins with a conversation. We invite you to connect with us for a 30-minute introductory call.