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Business Valuations

Knowing the value of your business is essential to intelligent planning. If your business were publicly owned, a value would be easy to calculate based on the price of its stock in the market. However, your private business requires a specialized understanding to determine the value. Our valuation professionals have the knowledge and experience to deliver credible results and follow very strict standards and best practices as established under Uniform Standards of Professional Appraisal Practice (USPAP). In addition, we have a team of tax experts, business consultants and wealth managers providing a depth of knowledge inaccessible to other firms.

We understand it has taken a tremendous amount of time to build your company to where it is today. You should completely trust the professionals that value the long hours and relentless work you have put into your business.

Terry Lockridge & Dunn can make a business valuation clear and ensure you receive the information necessary to make informed decisions. Our partnership with the wealth management firm World Trend Financial deepens the level of service we provide as we understand your business may be a large portion of your retirement portfolio.

When is a Business Valuation Needed?


For more information on Business Valuations, contact Mike Mesch. He can be reached in Cedar Rapids at (319) 364-2945 or Iowa City at (319) 339-4884. Additionally, feel free to use our Contact Us online form.
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