Valuation Services

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When you need to determine the value of a business, real property, personal property, or intangible assets, we have the experience to help you determine: What's it all worth?

When we conduct a valuation, we consider all relevant approaches, which may include an asset approach, income approach, and/or market approach. We go beyond the information provided in financial statements and tax returns to examine industry conditions, competing organizations, the strength of your products and/or services, the productivity of your workforce, and future growth prospects.

Related services

Buy-Side Due Diligence Equity Compensation & Incentive Plans ESOPs & Stock plans Estate & Gift Tax Planning Fairness Opinions Financial Reporting and Intangible Assets Investment Banking Machinery & Equipment Appraisals Purchase & Sale Advisory Real Estate Appraisals Shareholder Disputes Sell-Side Due Diligence Transfer Pricing

Assess the impact: COVID-19 and private equity portfolio valuations
How has the pandemic impacted your portfolio investments?

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Valuation Services Thought Leadership

Middle-market M&A trends and outlook

Our middle-market M&A experts unpack recent trends and share their 2021 outlook. Read more at Chicago Business Journal.

Joe Wagner Richard L. Lies, III Byron Regester

Article May 12, 2021 3 min read
Middle-market M&A: COVID-19 impacts on valuation

Given recent M&A activity, the impact of COVID-19, and the subsequent macroeconomic environment, middle-market private equity funds should consider several factors when valuing their portfolio companies. Read more at Chicago Business Journal.

Richard L. Lies, III Byron Regester

Article May 12, 2021 3 min read
Q&A with Plante Moran in PitchBook’s Q1 US PE Breakdown

Following a tumultuous 2020 for private equity investors, Plante Moran Partners Michele McHale and Ted Morgan dive into challenges, strategies, and considerations facing the industry in PitchBook’s Q1 US PE Breakdown.

Michele E. McHale Ted Morgan

Article April 19, 2021 6 min read
Address accounting on day one for post-acquisition value creation

When it comes to the accounting side of a private equity transaction, the devil is in the details. To ensure post-acquisition value creation make sure you focus on these three key areas where accounting issues can cause hiccups or misunderstandings between the buyer and seller.

Andrea Slabinski

Article March 2, 2021 2 min read

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Low values, lower tax burden: Why you should transfer your wealth now
Find out how low values are creating tax-savings opportunities

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Our Clients Say

We recently engaged the team at Plante Moran to assist us with our Pre and Post Acquisition Integration activities. BioScrip had previously executed a number of acquisitions, but our Board of Directors wanted to leverage additional resources and integration expertise to accelerate the expected synergies and impact to be realized through the integration. We engaged the team at Plante Moran and simply said - Plante Moran was an outstanding partner for us and our team. They were pragmatic in approach, candid with feedback and ultimately both challenging and supportive to the Board of Directors, Executive Management, and Management team level. The combination of overarching expertise in Project Management, Change Management, and Communication combined with technical expertise in finance, human resources, information technology, supply chain and operations enabled the Plante Moran team to contribute across the many dimensions of a complex and strategically critical acquisition integration. Plante Moran demonstrated a knack to integrate the two organizations by neutralizing the dynamics of uncertainty in an integration and quickly align and focus the combined team on a common mission. The results have surpassed prior acquisition results and our expectations. Plante Moran has and will continue to be a strategic partner to our organization.

Dan Greenleaf Former President and Chief Executive Officer, BioScrip

Elderly male senior citizen talking with a doctor.

1 min read

Senior care benchmark study identifies $17 million in operating improvements

A senior living organization uses the power of benchmarking to discover $17 million in operations improvements and sets sights on new markets for future growth.

Patrick McCormick

Case Study November 28, 2017 1 min read

Our Team

As rules and regulations constantly change, we're at the forefront to ensure our work product meets the requirements mandated by the Internal Revenue Service, Securities and Exchange Commission, Financial Accounting Standards Board, and other regulatory bodies. Whether you need consulting, a formal valuation, due diligence, a fairness opinion, or expert witness testimony, our opinion have been accepted by the Internal Revenue Service, federal and state courts, and national accounting firms throughout the country.