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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.

Private equity tackles value creation

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40 minutes watch
Building a strong platform: Critical IT and cybersecurity considerations
Many private equity firms are employing an aggressive buy and build platform strategy to accelerate growth. Available from ACG Global, view our on-demand webinar to hear from our experts on how IT and cybersecurity complexities can wreak havoc if they are an afterthought.
Mike Lipinski
Webinar Thursday, November 15, 2018; 2 - 2:40 p.m. EST 40 minutes watch

Seven value creation strategies for private equity
Tactics to maximize value during the holding period

Private equity industry trends in focus

Private Equity trends image of road in tunnel
4 min watch
Frazier Healthcare Partners capitalizes on the transforming healthcare investment market
The complex healthcare market continues to evolve, providing prime investment opportunities for seasoned private equity investors. Watch as we chat with Frazier Healthcare Partners about capitalizing during the industry’s transformation.
Duane J. Fitch
Video December 4, 2018 4 min watch

Five key strategies to unlock maximum value for exit planning
Tactics to mitigate surprises, accelerate closing, and ensure maximum return during the exit stage

Private equity exit planning strategies

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1 hour watch
The Tax Cuts and Jobs Act and Wayfair decision: Their impacts on private equity
Wondering what impacts the Tax Cuts and Jobs Act has on private equity funds? Need more information on the impacts and opportunities created by the Wayfair decision regarding your portfolio companies? View our on-demand webinar, presented in partnership with ACG Global, to learn more.
Jeremy Sikkema
Webinar January 23, 2020 1 hour watch
Private equity exit planning: Five key strategies to unlock maximum value
Michele E. McHale
White Paper February 6, 2019 15 min read
New private equity valuation requirements in 2019: Three things you should know
David Howell
Webinar Thursday, Dec. 5, 2019 60 min watch
Seven steps to getting the sale price that you want when exiting
Joanne Baginski
Article June 8, 2017 1 min read

Related Events

Valuation Services Thought Leadership

  • Business transition planning: Putting success in family succession
    One of the keys to a successful business transition is time. But what else is critical to this process? Here are a few questions to consider as you develop your own plan.
    Joanne Baginski Matt Petrucci
    Article January 31, 2020 3 min read
    Business people talking at a table
  • Business transition planning: The five questions all successful plans answer
    A successful business transition involves many personal, financial, and business dynamics. Have you put off creating your own plan? Understand how asking yourself a series of questions can help you uncover a transition plan that meets all of your goals.
    Joanne Baginski Matt Petrucci
    Article January 20, 2020 5 min read
    Business people looking at a document
  • 2019’s new PE valuation rules: Key things to know
    New valuation guidelines emerged in 2019 that will impact private equity and venture capital firms and their portfolio companies. The new rules bring both clarity and complexity—and firms should act now to implement them. Here are the highlights.
    David Howell Chris Jenkins Dan Kapala
    Article December 5, 2019 7 min read
    Two business men sitting and looking at a graph
  • New private equity valuation requirements in 2019: Three things you should know
    View our on-demand webinar, in partnership with ACG Global, to gain insight into the newly released valuation and reporting requirement affecting the private equity industry.
    David Howell Chris Jenkins Dan Kapala
    Webinar Thursday, Dec. 5, 2019 60 min watch
    Man and a woman sitting at a table looking at an iPad

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.

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

How can we help your business?

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