You Value Your Business. We Do Too.
As a dedicated business owner, your enterprise isn't just a source of income—it's a part of your legacy and potentially the cornerstone of your retirement plan. Surprisingly, while many owners understand the importance of their business's worth, statistics show that over 80% of owners haven't assessed their value recently. Just like you wouldn't ignore your 401(k)'s performance until retirement looms, understanding your business's current value is crucial for strategic decision-making, navigating mergers and acquisitions, and preparing for ownership transitions.
With over 30 years of experience, SEK's business valuation professionals have delivered valuations for hundreds of diverse businesses. Our team employs established and recognized methodologies that meet the rigorous standards of the National Association of Certified Valuators and Analysts (NACVA) and the American Institute of Certified Public Accountants (AICPA), ensuring compliance and accuracy. We take a personalized approach, tailoring each report to fit your unique situation and objectives. Beyond providing accurate valuations, we offer strategic insights to help you build and enhance your business's value. We have performed valuations for a variety of purposes, including:
- Strategic succession and exit planning for business owners
- Reports and consultations for family business succession and tax mitigation planning
- Company valuation reports for state-level inheritance tax assessments
- Personal goodwill analysis and opinions
- Partner/shareholder agreement evaluations and design during buy-ins or buyouts
- Bank financing reports, including those for SBA-specific lending requirements
- Transition services for both buy-side and sell-side transactions
- Purchase or sale of a business
Reasonable Compensation Reports
Determine fair compensation for owners, officers, and executives with our customized Reasonable Compensation Reports. These tailored reports provide the ultimate solution for assessing fair pay, protecting your business, and ensuring compliance.
BLOG POST: Know the ins and outs of “reasonable compensation” for a corporate business owner
Quality of Earnings Reports
Partnering with SEK’s audit department, we deliver in-depth Quality of Earnings reports for businesses eyeing transition or attracting private equity investment. These reports are vital for understanding the true financial health of a company beyond its surface earnings.
Empower Your Business Decisions
Whether you're contemplating a sale, planning for retirement, or looking to attract investors, SEK's business valuation services are your gateway to informed decision-making and planning for the future. Don't let another day pass without knowing your business's worth—contact us today using the form below.
Team Leaders
William Fritts, II
CPA
Member of the Firm
John Lantzy
CPA, CVA
Manager
Jodie Meglio
CPA, CVA
Supervisor
Logan Nawrocki
CVA, MBA
Supervisor
Client Testimonials
SEK came highly recommended to us, and after working with them on our business valuation, it is obvious why they were proposed. The project was completed within the time frame and budget promised and was exactly what we were looking for when we engaged their services. Their meticulous research and the time spent getting to understand our company's inner-workings give me complete confidence in the quality of the final work product.
Carol Bode
PresidentCB Flooring, LLC