As Certified Valuation Analysts, JoAnne Midwikis, Tom Granger and Tamara Cash are uniquely qualified to determine the valuation of a closely held business and family limited partnerships. The National Association of Certified Valuation Analysts (NACVA), has accredited them as Certified Valuation Analysts. NACVA is an organization established by and for CPAs involved in performing business valuation services. Its mission is to promulgate the rules, and promote the status and credentials of its members in the specialized field of business valuation services by establishing standards for admission to the association, promoting professional development, and advancing standards of professional practice.

 In establishing a value for an entire or partial interest in a closely-held business or professional practice, we take into account both quantitative and qualitative tangible and intangible factors associated with the specific business being valued.

When valuing a company, the purpose of the valuation must be known, as it will affect the assumptions and methodologies utilized in arriving at the value. The numerous reasons for valuing a closely-held business include: mergers and acquisitions; sales and divestitures; buy/sell agreements; fairness opinions; shareholder/partner transactions; litigation; estate and/or gift planning and taxation; charitable gifts; and more.

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