Business Valuation

For clients who own a business, want to protect their wealth, or need to know how much an asset is worth, at some point a professional valuation will be required. Whatever the purpose, valuation is a widely used discipline that can play a key role in helping our clients to achieve their financial goals. Business valuation is a complex process. At Bendler Mason & Company, our professional staff has a broad knowledge of finance and business and adheres to expert application of recognized valuation methodologies. Several of our accountants have earned the Accreditation in Business Valuation or “ABV” credential awarded by the American Institute of Certified Public Accountants, by passing a rigorous written exam and demonstrating substantial experience in business valuation.

We provide assistance in all personal and business financial matters that include:
Assisting attorneys in litigation

  • Bankruptcies and foreclosures
  • Creating a succession plan
  • Determining the value of assets and liabilities for a divorce settlement
  • Developing an estate or tax plan to protect your wealth
  • Economic loss analysis
  • Filing an insurance claim
  • Gifting options
  • Planning for a merger, acquisition or stock offering
  • Providing a lender with financial statements for a business loan
  • Selling your business at a price commensurate with its value
  • Setting up an Employee stock ownership plan (ESOP)

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At Bendler Mason & Company, our clients trust that we have a thorough understanding of their finances and the operational aspects of their business and the advantage of receiving a valuation service that they can “bank on”.

Learn more about how we can help your firm.

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