Business Valuations

Do you know what your business is worth?

Whether it is for estate and gift tax planning purposes, establishing stock value for shareholder buy/sell agreements or divorce, the valuation of a business is both a tax and business necessity. As a closely held business, you don't have the option of looking to the stock market to determine the value of your company.

Based on your needs and the specific purpose and use of the valuation, we will determine the appropriate type of report to issue. We commonly issue the following report types:

  • Appraisal report
  • Summary Letter report
  • Calculations
  • Expert Testimony

Our valuation team members hold the following credentials:

  • Certified Valuation Analyst (CVA)
  • Accredited in Business Valuation (ABV)
  • Certification in Financial Forensics (CFF)

The head of the department is extensively involved in the collaborative approach in divorce engagements.

Member of the National Association of Certified Valuation Analysts (NACVA)

For more information, please contact:

Our Valuation department also offers the following services:

  • Shareholder buy/sell agreements
  • Sale of Business Interests in the Retail, Construction, Manufacturing and Service industries
  • Purchase price allocations
  • Marital Dissolution
  • Strategic and financial consulting
  • Shareholder value management
  • Corporate finance, consulting finance, or capital acquisition
  • Shareholder dispute resolution
  • Estate and gift tax returns and planning

James G. Russell, CPA/ABV
860.760.7042

Michele Dumesnil, CPA/ABV, CFF
860.760.7025

Liz Shaw, Analyst
860.760.7028

Filomeno & Company, P.C. 80 South Main Street West Hartford, CT 06107