The Charter Group’s business valuation practice is built upon the use of traditional valuation methods plus the practical experience of being in the marketplace everyday and having closed over 400 transactions. Our clients seek our valuation expertise for many different purposes. Business owners who are contemplating the sale of their company need to know what to expect from buyers. The in-depth analysis provided by the valuation also can uncover hidden opportunities to increase value prior to a sale. We begin each of our Sell-Side engagements by preparing a valuation in order to properly align market expectations.

Valuations also are a critical component of a business owner’s personal financial and estate planning efforts. Without a reliable estimate of the value of a business, the assumptions and strategies used in planning for the future may not be accurate. For our clients seeking an acquisition, undertaking a valuation of the target company is a necessity before developing a purchase proposal.

For highly complex valuations or for valuations where IRS scrutiny or litigation may be involved, The Charter Group can provide certified results through an accredited valuation expert.

     
  An overview of our M&A advisory services
  Selling a business
  Buying a business
  Exit strategy planning