Business Advisory

Business Valuations

Specialized teams provide clarity and confidence in valuing large and small businesses.

Through information gathering, analysis, research, and client contact, a team of accredited appraisers determines the appropriate value of any business, providing a detailed report, a summary report, or a calculation.

Maximize your competitive advantage. Minimize your risk.

Consultants have extensive experience providing valuations for:
  • Buy/sell agreements
  • Corporate reorganizations
  • Divorce proceedings/settlement
  • Employee stock ownership plans
  • Estate settlement
  • Gifting
  • Management planning
  • Mergers and acquisitions
  • Subchapter S election
  • Succession planning
  • Litigation support
  • Financial reporting
  • Purchase price allocation (ASC 805)
  • Goodwill and intangible asset impairment (ASC 350)
  • Transitioning

Featured Expertise

Lisa M. Cribben, CPA/ABV, ASA, CMA

Lisa assists Wipfli LLP’s clients all over the United States with their valuation and purchase and sale transaction support needs. With over 10 years of operational and 15 years of valuation experience, she is able to provide expert advice with an understanding of client needs.

Audra M. Moncur, CPA, ABV

Audra works with clients and attorneys to provide business appraisal services for the purposes of litigation support, buying or seling businesses, divorce, and estate planning or gifting. In addition, she performs due diligence analysis for mergers and acquisitions.

Francis P. Egan, CFA

Fran a seasoned professional, with more than 15 years of finance experience, more than 10 years of which has been specifically devoted to valuation services. Fran’s recent experience has included a strong focus on the health care industry, however, he has performed business appraisals for litigation support purposes in a variety of industries.

Paul D. Ouweneel, CPA, CFP, CFA

Paul specializes in the valuation of businesses and intangible assets as well as sale and purchase transaction support for companies in a variety of industries.

Featured Insight

Hospital-Physician Leasing Arrangements: If You've Seen One, You've Seen One

Structuring legally compliant leases and establishing fair market value rental rates can be challenging. This article illustrates how this simple concept can quickly become complicated.