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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

  • Where are PE firms placing their bets?
    View our on-demand virtual panel discussion to hear insights from industry experts on private equity trends in the manufacturing and industrial industry.
    Ted Morgan
    Webinar October 20, 2020 1 min read
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  • Where to find the best industrial deals
    View our on-demand virtual panel discussion to gain insights on how to find the best industrial deals for private equity.
    Ted Morgan
    Webinar October 20, 2020 1 min read
    Woman sitting at a desk, typing on a laptop
  • COVID-19 and goodwill impairment: When to test
    If fair value drops below carrying amount due to a triggering event or change in circumstance — like, say, an incredibly destructive pandemic — you may need to test for goodwill impairment. Here’s what you should know.
    Dan Hawn
    Article September 11, 2020 3 min read
    Mann sitting in his office on his laptop with his hand under his chin
  • COVID-19 is shaping M&A: Here’s what private equity needs to know

    The COVID-19 pandemic has slowed private equity deals, but adaptable buyers and sellers are still transacting. Add-ons and strategic acquisitions are driving the buy side, and good, quality targets are in high demand. Our experts break down deal trends and considerations to reduce risk and get ahead.

    Michele E. McHale Eric Wozniak Joe Wagner
    Article September 9, 2020 10 min read
    Woman wearing a mask while sitting at her desk, typing on her cellphone

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

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.

How can we help your business?

Contact us or submit an RFP