Who We Are

Business valuation experts with diverse areas of expertise.

What's My Business Worth?

Establishing its value is critical to ensure good decision making.

Can I Retire?

WS will help position you to maximize your succession.

Business Valuation Experts with Diverse Areas of Expertise  

  • Sales, mergers, and acquisitions
  • Estate and gift valuations
  • Shareholder/Partner disputes
  • Divorce
  • Succession planning
  • Buy-sell agreements
  • Economic damages

WS assists business owners and professional advisors such as CPAs, attorneys, and financial planning consultants in value determination for small to large businesses.

We are focused on providing accurate, well-reasoned business valuation services for closely-held business owners and high net-worth individuals and families, as well as their professional advisors. Our valuation professionals have nationally certified valuation credentials and adhere to recognized professional standards.

With an accurate valuation, business owners are more able to plan for the future, negotiate during times of merger, sale, or acquisition and have easier access to investors, among other considerations.

How much is your business worth?

We offer objective, well-reasoned valuation opinions that can stand up to scrutiny, tests, and challenges. With an accurate valuation, business owners are more able to plan for the future, negotiate during times of merger, sale, or acquisition and have easier access to investors, among other considerations.

Why Value your Business?

Your business is often your most significant asset, so knowing its value is critically important for a number of reasons, including:
  • Estate Planning
  • Gifting ownership to the next generation
  • Buy-Sell Agreements
  • Succession Planning
  • Retirement Planning
  • Divorce

WS Services for Businesses

WS clients benefit by getting personalized, quality service that is beyond comparison. Business valuations are complex — requiring thorough investigation, extensive research, and careful analysis of data. However, insightful and professional judgment is also necessary, which is gained through years of experience. Our specialists are objective, proven analysts bringing both credibility and impartiality when determining a company’s value.

Our Expertise

With diverse areas of expertise, our business valuation and wealth management team offer a wide array of combined experience.

Our Locations

With two locations in the Pacific Northwest and Upper Midwest, we serve clientele both regionally and nationally. We may work remotely or by your office visit.

Our Clients

We have worked with business owners and companies in a wide range of industries. We apply tested valuation methods to achieve accurate results.

 WS CPAs, PC | WS Wealth Management, LLC © 2020. All Rights Reserved.