Understanding what your business is worth is essential when making important financial and strategic decisions. Packer Thomas provides professional business valuation services that help business owners, attorneys, investors, and organizations determine the fair value of a business with confidence.
Whether you’re planning to buy or sell a company, preparing for succession, resolving a legal dispute, or planning your estate, our experienced professionals deliver objective valuations supported by thorough financial analysis and industry expertise.
Independent valuations using proven methodologies and thorough financial analysis.
Valuations for business sales, mergers, acquisitions, buy-sell agreements, and ownership transitions.
Valuations for estate planning, gift planning, litigation support, divorce proceedings, and ESOPs.
Reliable valuation insights that help business owners make informed decisions and plan for the future.
Business valuation services determine the economic value of a business using recognized valuation methodologies, financial analysis, and industry-specific factors. An accurate valuation provides business owners with the information needed to make informed decisions involving ownership, taxation, litigation, succession, and strategic planning.
At Packer Thomas, every valuation engagement is tailored to the unique circumstances of the business and the purpose of the valuation.
Businesses need a professional valuation when making important financial, legal, or ownership decisions. Common situations include preparing for a sale, transferring ownership, resolving disputes, complying with tax requirements, or supporting long-term business planning.
Obtaining an independent valuation provides stakeholders with credible information that supports confident decision-making during significant business events.
Our professionals perform business valuations for a wide variety of financial, legal, and strategic purposes, including:
We work closely with business owners and their advisors to provide objective valuation analyses that support informed decisions while meeting the specific needs of each engagement. Businesses may also benefit from related services including Tax Consulting, Forensic Accounting, and Accounting & Attest Services depending on the purpose of the valuation.
| Valuation Need | Purpose | Typical Users | When It's Needed |
|---|---|---|---|
|
Business Sale |
Determine fair market value |
Business owners |
Buying or selling a company |
|
Estate & Gift Planning |
Support tax and estate planning |
Business owners and families |
Wealth transfer planning |
|
Buy-Sell Agreements |
Establish ownership value |
Business partners |
Ownership changes |
|
Litigation & Divorce |
Provide independent valuation |
Attorneys and courts |
Legal proceedings |
|
Mergers & Acquisitions |
Allocate purchase price and assess value |
Buyers and investors |
Business transactions |
Packer Thomas provides independent business valuation services backed by extensive financial expertise and practical business experience. Our professionals work closely with business owners, attorneys, financial institutions, and other advisors to deliver objective valuations that support confident decision-making.
Our team serves businesses across a variety of industries, including Auto Dealerships, Construction, Manufacturing, and Medical Practices, tailoring every valuation to the unique needs of each client.
Whether you’re planning for succession, preparing for a transaction, or navigating a legal matter, our team delivers valuation services designed to help you move forward with confidence.
We believe every valuation should provide more than a number. Our goal is to deliver meaningful financial insight that helps business owners understand value, evaluate opportunities, and make informed decisions with confidence.
Packer Thomas is a full-service CPA and advisory firm serving businesses and individuals throughout Ohio and Pennsylvania for over 100 years. Our experienced professionals provide accounting, tax, audit, advisory, and consulting services tailored to each client’s unique goals. Through practical guidance and long-term relationships, we help clients make informed financial decisions that support lasting success.
With offices in Ohio and Pennsylvania, Packer Thomas proudly serves businesses and individuals with trusted tax planning, tax preparation, and consulting services.
