A valuation is also critical in a variety of situations including during estate and gift planning, financing, shareholders and disputes, mergers & acquisitions and buy-sell agreements, and requires the knowledge to select and apply the appropriate valuation methodology for the purpose at hand.
Because of these complexities, it is imperative to work with credentialed professionals who are specially trained and experienced in valuation. Three CBM valuation analysts have been certified by the National Association of Certified Valuation Analysts. 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 also possible 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.