SEK
Business Valuations

Services

Services / Advisory / Business Valuations

Understanding the value of your business and using the most current methodology supported by the IRS and the courts is vital for strategic planning, mergers and acquisitions, and change in ownership. Surveys of small businesses indicate that an owner’s retirement is dependent on the selling value of their small business, yet 82% of owners have not had a recent valuation. SEK’s David Maaskant adds that “this would be like going your entire career without checking your 401k balance until six months before retirement.”

In collaboration with SEK’s audit department, we offer Quality of Earnings reports for larger clients looking to transition or attract private equity. SEK’s business valuation professionals have experience in applying proven and accepted valuation methods and techniques, having provided formal valuations for hundreds of businesses of all sizes. We meet all of today’s IRS and state level requirements and work with attorneys in litigation matters.

What We Offer

We tailor the report and information to each client’s situation while adhering to industry-accepted guidelines. Our professionals have performed valuations for many purposes, including:

  • Reports and consultations for family business succession planning and tax mitigation planning
  • Company valuation reports for state level inheritance tax assessments
  • Personal goodwill analysis and opinion
  • Partner/shareholder agreement assessments and design during buy out or buy in
  • Bank financing reports, including SBA specific lending requirements
  • Strategic succession and exit planning for business owners
  • Transition services for buy and sell side
  • Purchase or sale of a business
  • Reasonable compensation reports and analysis for owners, officers, and executives
  • Business Health Checkup - how is your business performing within the industry

How Our Clients Benefit

  • Individualized valuations to fit each client’s unique situation and goals
  • Build value for business owners by identifying key areas of improvement and strategic planning
  • Experience for over 20 years in performing valuations for a variety of industries and sized businesses
  • Industry-accepted methodology by adhering to the standards of the National Association of Certified Valuation Analysts (NACVA) and the American Institute of CPAs (AICPA)

Video: Valuing Your Business

    Team Leaders

    • William F. Fritts, II

      CPA, CVA

      Member of the Firm; Tax & Accounting Services Co-Leader

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    • John P. Lantzy

      CPA, CVA

      Manager

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    • David L. Maaskant

      CPA, CVA

      Member of the Firm

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    Client Testimonials

    • SEK came highly recommended to us, and after working with them on our business valuation, it is obvious why they were proposed. The project was completed within the time frame and budget promised and was exactly what we were looking for when we engaged their services. Their meticulous research and the time spent getting to understand our company's inner-workings give me complete confidence in the quality of the final work product.

      Carol Bode

      President
      CB Flooring, LLC
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