For clients who own a business, want to protect their wealth, or need to know how much an asset is worth, at some point a professional valuation will be required. Whatever the purpose, valuation is a widely used discipline that can play a key role in helping our clients to achieve their financial goals. Business valuation is a complex process. At Klausner & Company, our professional staff has a broad knowledge of finance and business and adheres to expert application of recognized valuation methodologies. Several of our accountants have earned the Accreditation in Business Valuation or "ABV" credential awarded by the American Institute of Certified Public Accountants, by passing a rigorous written exam and demonstrating substantial experience in business valuation.
We provide assistance in all personal and business financial matters that include:
Assisting attorneys in litigation
Bankruptcies and foreclosures
Creating a succession plan
Determining the value of assets and liabilities for a divorce settlement
Developing an estate or tax plan to protect your wealth
Economic loss analysis
Filing an insurance claim
Gifting options
Planning for a merger, acquisition or stock offering
Providing a lender with financial statements for a business loan
Selling your business at a price commensurate with its value
Setting up an Employee stock ownership plan (ESOP)
At Klausner & Company, our clients trust that we have a thorough understanding of their finances and the operational aspects of their business and the advantage of receiving a valuation service that they can "bank on".
To learn more about how we can help your firm, please contact us.
