Developing a sound and defensible business valuation report

An accurate, well-presented business valuation is a critical component of business and estate planning. At Trinity Advisory Group, LLC, we have a unique understanding of the importance that a sound and defensible valuation report can play in connection with various financial transactions, including:

• Gifting equity interests in non-publicly traded businesses
• Determining the value of a closely held business interest upon the death of an owner
• Bank financing initiatives
• Awarding equity grants to employees
• Determining a reasonable price at which a business might be purchased or sold