Business Advisory

Business Valuations

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.

See our solutions for Business Succession Planning, M&A and Transaction Support, Litigation Support Services

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, 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.

Business Valuation Solutions

Featured Insight

Is now the right time to gift your business?

Here are four factors to consider when trying to decide whether to gift your business.