Business valuations are clear, supportable estimates of the worth of a business. More than simply a process of attaching numbers to tangible assets, these opinions of value should also take into account intangibles such as years of experience, trademarks, rights and goodwill. Valuations are critical tools in business and financial planning and for tax and legal uses.

Many of the valuations we handle are done to actively assist clients during negotiations between existing principals when purchasing or selling a business, a business interest or when negotiating with venture capitalists or angel investors. Others arise from litigation matters or are done for various tax purposes. Whatever the need, clients are ensured confidentiality and non-biased, third party objectivity.

The firm John M. Leask II CPA, LLC, and its manager has extensive experience valuing closely held businesses across a wide range of industries. These services are provided to business owners, buyers of businesses, attorneys, financial planners, insurance firms, judges, financial institutions, business brokers, and potential buyers. Our knowledge and expertise allows us to select the proper business valuation approach to fit each client's specific purpose and each business' unique fact pattern to best arrive at supportable, convincing conclusions that can withstand challenges. The specifics of the particular industry, managerial strengths and weaknesses, company comparables, and industry concentrations are all taken into account.

Many valuation engagements lead users of the reports to unexpected business insights.  The types of insights discovered can be better understood by reviewing the following case studies: