Matheson Advisors performs skilled business valuations and takes the extra step to help clients understand their shareholder value and learn how to maximize and ultimately achieve that value. Matheson Financial Advisors provides independent business valuation consulting services that are needed for M&A transaction pricing and structure, ESOPs, management buy-outs and ownership transition plans, equity incentive programs, estate and gift tax purposes, strategic decision making, litigation support and dispute resolution, and other purposes.
Business appraisals are often considered “part art, part science,” and we apply a high level of finance to the client situation and seek to balance the details and subtleties that arise in client environments.
We prepare valuation reports to suit the needs of the client, including full narrative reports required by the IRS, ERISA, and/or the Courts, as well as strategic reports for Boards of Directors or management teams. Our team understands the importance of communicating complex business, financial, and valuation issues in a clear and concise valuation report.
The Business Valuation Services we provide include: