Widely Recognized Assessment & Valuation Expertise

Holbrook & Manter’s valuation professionals have assisted hundreds of privately held corporations with their independent valuation requirements. Many of the country’s most prestigious law, accounting, and financial planning firms have entrusted our professionals to provide valuation services for their clients.

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Why You Need a Business Valuation?

From day-to-day business decisions, to long-term, company-wide changes, to managing unforeseen circumstances, a business valuation will give you the information you need to make sure you’re moving in the right direction – with confidence. 

What Can This Information Be Used For?

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  • Estate tax planning
  • Stockholder disputes
  • Succession Planning
  • Buy-sell agreements
  • Purchase or sale of a business
  • Business financing and refinancing
  • Charitable contributions
  • Divorce
  • Gifting
  • Evaluation of life insurance needs
  • Mergers and acquisitions 

The Important Role of Accurate Valuation Information

The ability to understand a business’s true monetary value is a key component in providing appropriate assistance. An accurate assessment requires a great amount detail to make sure you’re getting the best business valuation and the right level of service. Making well-informed decisions and transitions with regard to your business can be challenging enough – and it only gets trickier if you can’t count on the advice and information on the value of your business to be accurate. 

The Important Role of Accurate Valuation Information

The ability to understand a business’s true monetary value is a key component in providing appropriate assistance. An accurate assessment requires a great amount detail to make sure you’re getting the best business valuation and the right level of service. Making well-informed decisions and transitions with regard to your business can be challenging enough – and it only gets trickier if you can’t count on the advice and information on the value of your business to be accurate. 

The Team Behind Your Business Valuation

The ability to understand a business’ value is the key component in providing appropriate assistance in this arena. Establishing an accurate assessment of a business’ value requires an in-depth, specialized knowledge, which we accomplish through our valuation methods.

Holbrook & Manter employs business valuation professionals with diverse experiences as Certified Public Accountants (CPAs) who are well prepared to meet your needs. Our valuation team consists of professionals holding not only their CVA certifications, but MBAs, CPAs, J.D.s and more.

Our CPAs’ varied experiences are coupled with intense training in:

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  • Valuation theory and application
  • Litigation support
  • Accounting
  • Tax
  • Auditing
  • Finance
  • Insurance
  • Economics
  • Investments

More Than 100 Years of Business Valuation Experience 

This depth and breadth of knowledge, shared across our firm, prepares H&M’s business valuation analysts to provide a comprehensive analysis and a competent valuation of your business. Your company will be equipped with an authoritative valuation that you can trust and plan around.

Interested in finding out more about our business valuation services? Contact H&M today to get started!