Services

Business Valuation


Do you know what your business is worth?

Do you know what your business is worth?  The value of a business is not a random number.  It is carefully determined by experts who know how to get the best discount.

Whether it is for estate and gift tax planning purposes, establishing stock value for shareholder buy/sell agreements or marital dissolution, 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.

Services We Provide:

  • 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 marital dissolution engagements.

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

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
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For more information, please contact:

James G. Russell, CPA/ABV
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(860) 760-7042
jgr@filomeno.com

Michele Dumesnil, CPA/ABV, CFF
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(860) 760-7025
mrd@filomeno.com

 

"They have earned our trust and respect over many years.  I could not recommend Filomeno & Company more highly." 

Construction Client
More Than Adding Numbers… Adding ValueSM

"An Independently Owned Member of the McGladery Alliance"