Specialized teams provide clarity and confidence in valuing large and small businesses.
Understanding the value of a business and how decisions affect that value are important aspects of owning a business.
Appraisal services are tailored to the needs of the client. Experienced valuation professionals provide value calculations and consulting services, or more comprehensive fair market value appraisal services using either a summary or detailed report.
Valuation teams have helped thousands of stakeholders across the nation determine the best path for:
- Mergers and acquisitions
- Management and business succession planning
- Shareholder transactions: Buy/sell and litigation
- Divorce proceedings/settlement
- Gifting and estate settlement
- Financial reporting: Purchase price allocation and goodwill impairment
Count on deep industry knowledge combined with third party objectivity to bring meaningful, useful information along with a list of actionable recommendations.
Business succession planning
Our team collaborates with you to fully understand your specific succession planning needs and to candidly identify clear objectives and evaluate options.
M&A transaction support
Our merger and acquisition specialists can help you position yourself as a credible buyer, recommend avenues of diversification and locate attractive businesses.
Litigation support services
Get the expertise you need in the face of adversity with our litigation support services. We offer a comprehensive range of services from pre-litigation strategy to including expert witness testimony at trial.
Featured Thought Leader
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, ASA
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, CFA, CPA, CFP
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.
