Who We Work With

Summit Valuation is proud to work with many businesses, small and large to achieve their goals.

Just Some Examples of Who We Work With:

  • Business Owners
  • Attorneys
  • CPA’S
  • Banks/Lending Institutions
  • Financial Advisers

Scenarios where Business Valuation is Important:

  • Business Sales
  • Partnership Buyouts/Disputes
  • Estate & Gift Tax
  • Buy-Sell Agreements
  • Divorce/Marital Settlement

Why should I have a business valuation?

To better understand your business and its potential
When you plan to sell your business
To know the value of your largest asset in order to properly plan your retirement
During Buy/Sell Agreements with Business Partners
In order to ensure that your business and your family are properly protected
When considering funding opportunities
To plan for the future of your business with a qualified succession plan
When you plan to buy a business
To prepare for taxable events such as gifting or grants

Knowing the true value of your business is critical to proper business planning and achieving personal goals. Through our valuation process, we can help answer the questions that will lead you to make informed decisions for your future … Let us show you how!

Contact Us Today