Our Services

Business Valuation Services

Metzler Advisory offers a range of business valuation services. Our firm has experience and technical knowledge to help in several areas as it relates to business valuations. Some common areas of our business valuation services are:

Martial Dissolution – Our firm is often retained by individuals and family law attorneys to assist in dissolution of marriage cases in which one or both spouses own a business that needs to be divided fairly.

Estate and Gift Tax Planning – Our firm provides business valuations for clients who own businesses and need defendable, comprehensive, affordable business valuations for purposes of estate planning, gift planning, tax planning, and probate. Inside this service line includes:

• Succession planning for business owners
• How to transfer the business value to others effectively, with both tax and personal aspects considered
• Valuing businesses in full compliance with current revenue rulings and issuing reports that are acquiescent with the Internal Revenue Service

Other areas of our firm’s valuation services include:

• Condemnation/eminent domain, should your business be impacted by a state or local transit authority and are eligible of business damages
• Damage calculations, often used in personal injury cases involving business owners
• ESOPs
• Shareholder/Partner disputes
• Mergers and Acquisitions
• Post-Acquisition disputes

Should you be in need of any of these services please contact our office to speak with one of our valuation professionals.