You make hundreds of decisions every day, but none may be as important as determining the appropriate value of your business. An inaccurate determination of the fair market value of your business could lead to financial losses, legal problems, and conflicts with the IRS.

Wipfli offers professional business valuation services performed by accredited appraisers who are members of the American Society of Appraisers (ASA) and the Institute of Business Appraisers (IBA), in addition to being certified public accountants (CPAs) and accredited in business valuation (ABV). We conduct a thorough analysis and provide levels of service suitable to your valuation needs.

Features

• Review and analyze information from your accountant, your company, independent research, and any additional resources needed to make an initial determination of value
• Submit a preliminary and tentative report and provide final report appropriate to your valuation needs
• Provide consultation services when valuation isn’t required, but advice, recommendations, and financial analysis are desired

Benefits

• Receive a fair market value of your closely held stock in accordance with recognized AICPA and USPAP professional valuation standards and codes of ethics
• Obtain subsequent valuations at reduced fees as we retain your initial valuation and computer models on file