Valuation Advisory Services

As your business strategy evolves, our team provides valuation services to can enhance your strategic goals.

Business Valuations

Proactively obtaining an objective, professionally prepared valuation of your business can give you the flexibility to respond to change and take advantage of opportunities.

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Gift and Estate Tax Planning

Strategies for protecting the wealth that business owners have worked so hard to build, while ensuring that assets are transferred to their heirs.

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Goodwill & Intangible Asset Impairment Testing

For companies that have grown through acquisitions, goodwill and other intangible assets can represent a significant portion of the balance sheet.

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Purchase Price Allocation Valuation Services

Tax and financial reporting for a growth strategy through acquisitions.

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For more information, please contact Gregory Urban, CPA, CVA at

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