Knowledge pays dividends – knowing the value of your business is essential to intelligent planning. Business valuation is a complex enterprise that requires highly specialized understanding. It does not have to be baffling. We can make it clear and assure you receive the information necessary to make informed opinions.

What? A business valuation gives you precise data on how much your business is worth – if your business were publicly owned, its price would be easy to calculate from the price of its stock. Because your company is privately owned, only a thorough professional valuation tells you its value.

Why? You might be considering a transition. But even if you are not planning to sell your business, your ability to plan for the future requires a clear, complete vision of what you own. A professional business valuation is the very best way to find out.

When? Any owner of a business who expects his or her firm to grow and live beyond its present situation must know its value. A sound business valuation is the best foundation for successful consideration of tax issues, buy-sell agreements, estate planning and proper insurance.

With over 30 years of experience in the areas of: business valuation, litigation support, estate and gift tax strategic planning, investment banking and general business consulting, Terry, Lockridge & Dunn has the expertise you require. Our professional staff of tax experts, business consultants and accredited business valuation specialists will go to work for you. In addition, our partnership with World Trend Financial lends us access to a wealth of knowledge, a team of advisors and information that may otherwise be unavailable to other firms.

You can be assured of service of the highest quality and ethics as our independent appraisers have outstanding credentials and maintain the highest professional standards.

Components of Valuation

• Business Transition Planning
• Mergers and Acquisitions
• Financial Valuation
• Insurance Appraisal
• Litigation Support for:
  • Divorce
  • Shareholder Dispute Resolution
  • Gift and Estate Tax
  • Lost Profit Calculations