A Watchful Eye for Value

Caras & Shulman’s valuation analysts work closely with clients to identify key factors that affect business value. Our experts develop a complete understanding of your business, including its strengths and weaknesses, the competition, current economic conditions, industry trends, management’s capabilities, corporate dynamics, and financial health. After thorough analysis of this information, C&S applies a series of industry-approved valuation calculations and formulas to determine the value of your business.

What is the Value of Your Business?

Today’s business owners realize that their businesses hold more value than just their tangible assets. Business valuations are performed as the ownership interest in a privately held company often represents a significant portion of a business estate or portfolio.

A business valuation can be an invaluable management tool; from determining an appropriate sales price of an enterprise, assessing value for estate and gifting purposes, supporting shareholder buy/sell agreements, utilization for key employee incentive programs to asset allocation in acquisitions. A business valuation prepared by an experienced and credentialed valuation professional will provide the necessary support to assist in accomplishing your goals in an efficient manner.

Caras & Shulman’s experience can provide your business with an accurate, current valuation based on careful analysis, research, and seasoned expertise. We will utilize these results and make recommendations to assist in maximizing the overall value of the business.

Events Requiring Valuations:

  • Acquisitions
  • Adequacy of life insurance
  • Allocation of acquisition price
  • Buy sell agreements
  • Divorce
  • Estate and gift taxes
  • Family transition
  • Liquidation
  • Mergers
  • Minority shareholder interests
  • Return on investment
  • Spin-offs

Take the First Step Toward Success

Talk to a Caras & Shulman principal today about how we can provide your business with the accurate, timely valuation it needs.

Contact us at 781.273.3950 or info@carasshulman.com.