Accurate and Reliable Business Valuations

Expertly assessing the value of your business for strategic decisions.

Why Whittlesey?

With Whittlesey, you benefit from our decades of experience, certified professionals, and tailored approach. We provide accurate and reliable assessments, ensuring personalized service to meet your unique business needs.

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.

Business Valuation Services

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

Step-by-Step 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.

A business valuation can support various critical situations, including:

Succession Planning and Exit Strategy
Mergers and Acquisitions
Charitable Contributions and Philanthropic Planning
Gift and Estate Tax Planning
Buy/Sell Agreements
Divorce and Marital Dissolution
Stockholder and Partner Disputes
Intangible Asset Valuations and Intellectual Property

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. 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.