Business Valuation Services

Acclaro provides professional business valuations for:

  • Employee Stock Ownership Plans
  • Exit Planning
  • Estate and Gift Tax Planning
  • Financial Reporting

ESOP Valuations

As an ESOP fiduciary, you understand that an accurate valuation of the sponsoring company's shares is critical to the proper establishment and ongoing administration of the plan. An inaccurate valuation can have dire consequences.

Acclaro's professionals assist fiduciaries across the nation by preparing valuations and fairness opinions for initial transactions as well as annual update valuations. We team with the leading ESOP experts in the country to ensure that the plan is implemented effectively and efficiently. We believe that the best way to serve your needs is to provide objective, impartial valuation services. By focusing exclusively on this core principle, we avoid any potential conflicts of interest.

In the final analysis, you can count on Acclaro to provide an accurate and supportable valuation that will give you peace of mind.

Exit Planning Valuations

As an owner investigating your options in exiting an ownership interest in a business, you are faced with a myriad of possibilities: Should I gift it to my children? Sell to my employees or management? Sell to an outsider? The "value" of your business varies dramatically depending on your chosen course of action. In order to make an informed decision, you need to know the "value" of your business as it pertains to each option.

The professionals at Acclaro team with the leading exit planning experts in the country to ensure that your business's transition plan is implemented effectively and efficiently. We believe that the best way to serve you is to provide objective, impartial valuation services. By focusing exclusively on this core principle, we provide the clear and accurate information that you need to make an informed decision.

Valuation Report Review

A valuation report can be lengthy and confusing, filled with technical jargon and complex calculations, and may contain discrepancies not visible to the untrained eye. We will help you understand your valuation report by providing valuation report review services.

A valuation report review objectively examines the content, process, and disclosures of a report to ensure that it is credible and consistent with generally accepted valuation practices.

Acclaro is uniquely qualified to provide this service through the combination of extensive valuation experience and the Accredited in Business Appraisal Review (ABAR) designation. We eliminate the guesswork by partnering with you so you better understand the valuation, enabling you to accept the report with greater confidence.