CPA Services

Business Valuations

As members of National Association of Certified Valuation Analysts (NACVA), we offer Business Valuation Services.

As members of National Association of Certified Valuation Analysts (NACVA), we offer Business Valuation Services.  The process of determining the value of a privately held business is a complex task, requiring a blend of skills and experience in the financial marketplace. Fitzpatrick, Bongiovanni & Kelly PC has on-staff Certified Public Accountants that are certified by NACVA. Our valuation advisory services can help provide solutions to meet business and individual goals and objectives including:

  • Preserving value in the transfer of wealth and succession planning
  • Evaluating proposed transaction and strategic alternatives
  • Developing buy/sell agreements
  • Providing litigation support
  • Attracting new capital
  • Maximizing shareholder value

When you require business valuation services such as these, it is important that your accounting firm is able to provide expert advice. Business valuations are prepared for many purposes and for all industries. At Fitzpatrick, Bongiovanni & Kelly PC we can help you with:

Estate planning and taxation Sales of a business and divestitures
Gift planning and taxation Civil litigation support
Divorce Economic loss analysis Buy/sell agreements
Employee stock ownership plans (ESOPs) Liquidation or reorganization Mergers and acquisitions
Allocation of purchase price Bankruptcy and foreclosure
Dissenting shareholder actions Succession planning
Attracting debt and equity capital Partner disputes