Valuation Services

Many times, a person’s largest asset is an investment in his or her business, but few realize the true value of the business.

Decisions made based upon the value of a business have far-reaching effects, from buying or selling the company to obtaining a loan, to creating a succession plan to filing an insurance claim. Warren Averett provides valuation services for business owners, attorneys, trust departments, banks and financial institutions, professional practices and individuals in a wide variety of situations.

  • Transfers/sales of business, mergers and acquisitions
  • Estate and gift tax planning
  • Succession planning, buy/sell agreements, and shareholder matters
  • Marital dissolution
  • Employee Stock Options Plans (ESOPs)
  • Corporate tax planning, including S-Corp conversions
  • Financial reporting, including purchase price allocations and goodwill impairment
  • Stock option, preferred stock, restricted stock and compensation valuations
  • Business and operations planning
  • Litigation support and forensic accounting

Meet our Valuation Services Team

Learn more about our team members' expertise, insights, and how we can help you thrive.

Contact Us

Phone: 800.759.7857

Questions about how we can help you or your business thrive, or want to learn more about Warren Averett? Get in touch with us today!

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