Valuation Services

We value your success.

We offer business valuation services to assess and understand the value of your business.

Our team of Certified Valuation Analysts (designated by the National Association of Certified Valuation Analysts) will provide an objective review of the value of your business.

We offer a variety of valuation services:

Desire to sell or purchase a business
Business succession planning
Shareholder purchases, sale, or dissolution transactions
Impairment testing for goodwill
and other intangible assets
Post-acquisition purchase accounting
Raising capital from outside investors
Estate planning
Buy-sell agreements
Bank financing and SBA loans
Insurance purposes

What to expect:




It is our commitment to keep you engaged and informed throughout this process!


According to Benchmark International:

— 98% of small businesses polled by M&T Bank didn’t know the value of their companies.

— Approximately 90% of a business owner’s wealth is in their business.

— Only about 30% of family-owned businesses survive the second generation, and about 12% survive the third generation and about 3% survive the fourth generation.


Our Valuation Services leader, Kevin Weckesser, can help! Email him here.
Get Started!
1111 St. Gregory St. - 5th Floor
Cincinnati, OH 45202
(P) 513.752.8350
(F) 513.752.8359
485 Metro Place South - Ste 400
Dublin, OH 43017
(P) 866.760.0940
(F) 937.291.4120
2991 Newmark Dr.
Miamisburg, OH 45342
(P) 937.291.4110
(F) 937.291.4120
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