Business Valuation

WRDR offers objective expertise in valuing your business.

For many small business owners, their business is the largest component of their investment portfolio. Knowing and understanding its value is crucially important when setting goals, preparing for the future and making significant business decisions.  Understanding the factors that drive value can create opportunities for growth and meaningful strategic planning. Our firm’s certified valuation professionals have the training and expertise to provide fair and unbiased valuation reports for your operational, compliance and litigation needs.

WRDR Certified Valuation Analysts Can Help You With…

Business Transactions

  • Mergers and Acquisitions
  • Full or partial sale of a business
  • Admitting new owners
  • Buy-sell agreements
  • Purchase price allocation

Tax Solutions

  • Estate planning
  • Estate tax compliance
  • Charitable contributions
  • Gifting and wealth transfer

Litigation

  • Shareholder/partner disputes
  • Marital dissolution
  • Bankruptcy
  • Economic damages
  • Expert testimony

Strategic Planning

  • Accelerating business value
  • Succession and exit planning
  • Stock compensation
  • Personal financial planning
  • Trend analysis
  • Securing capital

A Few Situations to Consider a Valuation

  • Your buy/sell agreement has not been updated in several years
  • You are thinking of selling the business
  • Family owned business planning and succession
  • Potential litigation

Not Sure? We Should Talk

Take a few minutes to understand your potential situation. Delays can waste valuable planning time and impact the outcome.


Contact us today 815/730-6250

Have Questions or Comments?