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Value

Offering a robust line of products to meet your personal and business needs

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Protect your wealth: determine how much an asset is worth

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Our professional valuation services include:

  • Assist with selling your business
  • Obtain financing from a lender for the purchase of a business
  • Plan for a merger, acquisition or stock offering
  • Develop an estate or tax plan to protect your wealth
  • Create a succession plan
  • Determine the value of assets and liabilities for a divorce settlement

The Accredited in Business Valuation (ABV) credential has been developed by the American Institute of Certified Public Accountants. Those who earn the ABV Credential must:

  • Be a member in good standing of the AICPA
  • Hold a valid CPA certificate or license
  • Demonstrate experience in business valuation
  • Pass a rigorous business valuation exam
  • Demonstrate a history of continuing education.

Meet our value team

Dan Powell

Daniel Powell

CPA, ABV

Meet Daniel