Wisconsin Business Valuation Services

charts with magnifying glass

An objective analysis of your business worth.

What is it worth - the business, the controlling interest or asset value? Having an accurate valuation is very important for planning today, tomorrow and in the future. The ability to understand, identify, manage and maximize your competitive advantage is critical to the success of any business.

Today’s environment has elevated the importance of valuations that support financial reporting, lending, litigation, tax planning and succession planning.  Our valuation professionals are experts in these areas.

Our clients, attorneys, bankers and other advisors receive the highest level of support available. Our valuation staff consists of CPA’s and others who are certified in the areas valuation analysis, financial reporting and financial forensics. Whether we serve as independent experts, consultants or testifiers, our team has the deep technical skills and experience to assist in many different types of valuations.

Our Services that we provide:

Business and Corporate Planning

  • SBA & Financing Loans
  • Strategic Planning
  • Estate Planning
  • Exit Strategy
  • ESOP Valuations
  • Employee Options
  • Ownership Transfer and Planning


  • Damage Analysis
  • Shareholder Disputes
  • Non-compete Covenants
  • Lost Earnings

Financial Statement Reporting

  • Pension Valuation
  • Option Valuation
  • Fair Value
  • Goodwill Impairment