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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.

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

Related Events

Valuation Services Thought Leadership

  • Assess the impact: COVID-19 and private equity portfolio valuations

    Understanding the impact of COVID-19 on the valuation of private equity investments is crucial for accurate financial reporting and strategic decision-making. PE firms should revisit valuation policies and consider these key factors and opportunities. 

    David Howell Richard L. Lies, III Dan Kapala
    Article June 18, 2020 3 min read
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  • Improving liquidity in the era of COVID-19 and beyond

    Concerned your company doesn’t have enough cash to weather the COVID-19 storm? Improve your liquidity, and set your organization up for a strong recovery by improving your customer management, inventory management, and vendor management. Find out how.

    Joanne Baginski Ted Morgan
    Article June 11, 2020 8 min read
    Businessman sitting in lobby area for a building reading news.
  • Low values, lower tax burden: Why you should transfer your wealth now

    Low asset values resulting from a down market are creating tax-savings opportunities for transferring wealth to the next generation. Here’s why you should make the most of these favorable valuation conditions and consider transferring your wealth sooner than later. 

    Jesse L. Richardson Dawn Jinsky Wealth Management
    Article May 20, 2020 4 min read
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  • Cybersecurity is not an option. Is your PEG protected?

    A cybersecurity breach can be expensive and cause long-term reputational and brand damage to your private equity group. It can also derail M&A deals that are critical to your fund’s survival. Start your risk management program here.

    Jennifer Fiebelkorn
    Article May 14, 2020 4 min read
    Woman sitting in an outdoor area for a building using her laptop computer.

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

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

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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.

How can we help your business?

Contact us or submit an RFP