We have significant experience in providing business valuation services for many different purposes, including estate and gift taxation, litigation and dispute resolution, and negotiated merger & acquisition transactions.
What makes us a leader in the marketplace?
Conclusions that are defensible and make sense.
How We Can Help You
Typically, owners of closely-held businesses invest a major portion of their personal net worth in their own professional holdings, and many business owners seek to fund the next phase of life with the proceeds from the sale of their business. Our business valuation services will provide you with an in-depth understanding of the current market value of your company and will facilitate your decision-making regarding the best timing of your intended ownership transition.
Broader exit planning before your business sale will allow you to make the business more appealing to a wider range of prospective acquirers and to maximize its future selling value. Your chances for a successful sale that achieves your goals can be significantly enhanced by advance planning.
Our goal is to provide exceptional services to our clients. We recognize the value of meaningful, long-term relationships that are built on trust. Our growth will be based on our reputation and commitment to delivering credible and defendable results.
Dan L. Walter is a Certified Public Accountant (CPA) in the State of Colorado (# 24900) since 2006, and also holds the American Institute of Certified Public Accountants (AICPA) specialty designation of Accredited in Business Valuation (ABV). He performs advanced financial analysis, including financial modeling for business appraisal services, as well as preparation of written reports, presentations and expert opinions. He has performed valuations of controlling and non-controlling (minority) equity interests for closely-held corporations, partnerships, and limited liability companies. In addition, he completes valuations for financial reporting, including the valuation of intangible assets in accordance with the Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC).
Mr. Walter has over 15 years of professional accounting experience. He has consulted and valued companies in a wide range of industries, including: oil and gas, software, biotechnology, healthcare, telecommunications, manufacturing, distribution, cannabis, retail, and consulting/professional services. The business valuations have ranged from small family-owned businesses to large, multi-state corporations.
Mr. Walter is a graduate from the University of Colorado at Boulder where he earned a Master’s of Science degree in Accounting in 2003, and a Bachelor of Science in Finance in 2002. He is a member of the AICPA, the American Society of Appraisers (ASA), the National Association of Certified Valuators and Analysts (NACVA), the American Academy of Economic and Financial Experts (AAEFE), and the Colorado Society of CPAs (COCPA).
Contact us today to discuss our comprehensive business valuation and/or forensic accounting services to protect yourself and your company or to prepare for litigation. All communications are held in confidence and there is no charge for our initial discussions.