Services
Business Valuation
Striking the right balance, subtracting the stress
Putting a price on your company can be complex—especially during periods of transition. Our valuation services help owners understand the value of their business with clarity and confidence. As a trusted business valuation firm, we guide you through the process with care, precision, and a deep understanding of your goals.
Our business valuation services are delivered by a dedicated team of experienced shareholders, senior management, and accounting professionals. We provide defensible valuations aligned with industry standards, giving you reliable insight into enterprise value, equity value, and overall business worth.
We also address legal and financial considerations alongside the numbers. From financial reporting to legal proceedings, our team works seamlessly with your advisors—so nothing gets lost in translation.
Featured Industries
Buying, selling, or dividing, we’re here for you.
Our integrated valuation services approach saves time and reduces complexity by leveraging in-house expertise across accounting, audit, and advisory disciplines. Whether you’re navigating business transactions, business sales, mergers and acquisitions, or preparing for raising capital, our team can help you make informed decisions backed by rigorous analysis.
We evaluate both tangible and intangible assets, consider complex financial instruments, and assess growth opportunities to ensure valuations reflect the full picture—today and into the future.
We can help you with...
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01.
Bankruptcy & reorganization
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Buying or selling a business
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Buy-sell agreements
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Converting from C-corporation to subchapter S-corporation status
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Divorce settlements
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06.
Estate & gift planning & reporting
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07.
Litigation support and economic damages analysis
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08.
Leveraged buyouts
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09.
Purchase price allocation
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Shareholder oppression
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Strategic & financial acquisitions
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12.
Valuation of stock-based compensation and ownership interests
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Business transactions and ownership changes
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Succession planning
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Testing for goodwill impairment
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Financial reporting under fair value
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Forecasting & cash flow modeling
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Forensic accounting
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Financial reporting under fair value standards
Our business valuation services span a wide range of industries and transaction types, including:
A glimpse of our business valuation experience
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Undivided interests in various pieces of undeveloped land, commercial buildings, and residential rental properties for estate tax reporting
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Real estate holding company with large commercial office building to assist with “estate freeze”
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Multi-million-dollar maritime company for marital dissolution purposes
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Over 35 wineries for estate, gift tax, succession planning, divorce, and merger and acquisition purposes
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05.
Corporate stock valuations for shareholder disputes and legal proceedings
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Notes receivable for charitable giving
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Biological and operating assets for fair value and financial reporting
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Manufacturing, maritime, and distribution companies involved in mergers and acquisitions
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Class A and Class B units in holding company with 19 investments, including wholly-owned real estate, non-controlling interests in LLCs/LPs, and tiered holding companies, with total underlying property worth almost $170 million
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Non-voting units in holding company with 16 properties worth over $65 million
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Interest in real estate holding company with holdings of over $200 million for shareholder redemption
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Manufacturer and distributor with revenues in excess of $220 million to assist with revisions to buy-sell agreement
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Music rights licensing company for charitable gifting
CASE STUDY
Reorganization of Family Business
BACKGROUND
A second-generation family business was experiencing strife between the key members of management. As a result, the board of directors was recommending a reorganization of the company into two entities.
CHALLENGE
The property division needed to be of equal value and also include complimentary assets for operations.
SOLUTION
The Perkins valuation team provided targeted valuation services, evaluating multiple scenarios to assemble asset groupings and assess operating effectiveness, timing considerations, and cash flows. Our analysis supported equitable outcomes and clear decision-making grounded in defensible methodology.
Business Valuation
Leadership
Our 1:7 ratio means more 1:1
Our ratio of executive team shareholders to staff is unusually low for a full-service regional firm: 1:7 or lower, depending on the service or industry practice group. It means you get the direct, involved attention of our top talent from day one. They proactively offer you strategy, feedback and ideas all along the way.
Don't Take Our Word For It
“The employees at Perkins are always ready and willing to dig in whenever needed. We have high demands and quick turnarounds and yet they always come through. It is always great to work with professional and seasoned partners.”
Anonymous
Client
“Paris was great to work with, very informative, and explained why and how she was using numbers for our valuation that made sense to a non-accounting person.”
Rob Kyne
G2Kyne LLC
Helpful Resource
Quick Reference Guide to Divorce-Related Tax Matters
This guide contains a detailed chart that summarizes many of the tax issues that arise during divorce proceedings and the challenges that may affect family law practitioners.
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