Estate and gift planning, shareholder disputes, mergers and acquisitions, buy-sell agreements. There are a number of reasons why clients need a business valuation, and CBM is capable of providing you and your attorneys with these technical services.


Value is determined by many factors — assets, earnings capacity, economic and industry position, market potential and competition, to name a few. Arriving at a defensible value requires complicated calculations and professional judgment.

Our credentialed valuation analysts are highly trained and experienced. Our industry knowledge — particularly in our specialty fields of privately held businesses, automotive dealerships, construction and real estate — means that we know the nuances that affect value.

Because of the nature of this type of work, it is likely that we may be asked to defend our valuation opinions in court. Our valuation analysts are qualified as expert witnesses, so attorneys can feel confident in our ability to deliver objective and compelling expert testimony.

 
CBM’s communication with us is excellent. CBM is thorough and knowledgeable about our organization including implementing new regulations.

Susan Benjamin
Director of Finance
The Society of the Cincinnati
  • Agreed Upon Procedures
  • Benchmarking / Trend Analysis
  • Business Succession Planning
  • Business Valuations
  • Estate & Gift Planning
  • Financial Statement Audits, Reviews & Compilations
  • Financial Planning
  • Forensic Examinations
  • Investment Advisory & Insurance Services
  • Litigation Support
  • Merger and Acquisition Support and Analytics
  • Operational Consulting
  • Representation in Tax Examinations
  • Tax Planning and Transactional Analysis
  • Tax Return Preparation
  • Trust Accounting
  • Wealth Management

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