Business Valuation

Critical transactions—such as buying, selling or transferring a business, planning your estate, analyzing ESOP feasibility or resolving a legal dispute—require an accurate business valuation, which can be performed with the help of objective specialists.

Our well-credentialed business valuation professionals offer specially tailored reports that both conform to best practices and required standards and incorporate the unique characteristics of the company or assets in question. This method provides a highly defensible work product that assists the reader in understanding the approaches taken and the conclusions reached.

Our team is made up of professionals who have relevant training and credentials, including Accredited in Business Valuation (ABV), Accredited Senior Appraiser (ASA), Certified Public Accountant (CPA) and Juris Doctor (J.D.). Their accreditations, combined with their extensive experience, allow our professionals to identify and implement the valuation approach that’s right for you.

A sound business valuation helps you recognize how value has been created in the past, what drives value now, and what may impact your business’s value in the future. With this insight, a valuation is an important decision-making tool, used to help you implement strategies that positively impact your business’s future value, growth and profitability.

Unlike boutique valuation firms that often work in silos, Boulay’s valuation team has access to subject matter experts across the firm in tax, estate and trust, IT, legal, and wealth management. These specialists compile their knowledge and work together to help diagnose complex issues encountered in the valuation process and document the appropriate treatment in our work product. The result? A comprehensive, supportable and unbiased business valuation report.