Business Valuation

There are many situations that require business owners to get a clear definition of the value of their business, whether in preparation for acquisition or sale, for use in estate or gift planning, or for presentation in divorce proceedings.   In seeking a valuation team, it is important for you to find professionals with the appropriate skills, experience and qualifications.   At Beall Barclay, our team provides expert, well-reasoned, defensible business valuation services.    

The ultimate goal of our valuation team is to provide the highest quality valuation services, delivered with a personal touch, at fees that provide real value to you.  Beall Barclay specializes in the valuation of closely-held companies, professional practices, and partnership interests.  We perform business valuations on a confidential basis for business owners and their professional advisors.  Our clients range from small companies and professional practices to large regional, national and multi-national companies.

Our professionals prepare independent, unbiased business and professional practice valuation reports for a variety of reasons including:

  • Estate planning/tax planning
  • Mergers and acquisitions
  • Corporate/business planning
  • Valuation for financial reporting
  • Shareholder disputes or oppression
  • Tax disputes
  • Intellectual property
  • Shareholder buy-in/buy-out
  • Due diligence
  • Asset allocation
  • Stockholder redemptions
  • Buy/sell agreements

Our Service Team

Contact Mike Moser, CPA/ABV for more information.

Additional Resources