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Let Our Experts Provide Your Business with Advisory and Valuation Services

We measure our success by the successes achieved by our clients and understand what it takes to cultivate a prosperous business and develop practical solutions to yield profitability and growth. Our comprehensive, flexible strategies will address the issues affecting your business and deliver the necessary tools, leadership, and financial acumen to help you realize your objectives. We will work closely with you to ensure your needs are met—providing expert guidance you can trust.

Our business valuation services have been invaluable to many of our clients during the buying or selling of their businesses, and many other situations, including in the area of estate and gift tax planning. Our business valuation services include insightful market analysis and a comprehensive review of the financial standing of your company.
 Determining and understanding the true value of your business is imperative for making sound decisions and business valuations must take into account many internal and external factors. In the area of estate and gift taxes, where taxes are levied based on the fair market value of the assets in the estate, and the estate includes a closely held business, having a professional, accredited third-party business valuation filed along with an estate and gift tax return is critical. 

Our team of financial professionals are experienced in thoroughly identifying and reviewing all factors that influence the value of a business and are committed to providing an accurate valuation that will help you make well-informed business and personal financial decisions.

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Resolution 2021: Look outward

December 1, 2020

Congratulations, we’ve made it through 2020! We’ve proven to ourselves that we’re disciplined and strong! And we appreciate even more what our family and friends mean to us! Does that mean we don’t need to make resolutions this year? Maybe. But it’s always good to have a goal. So, if there’s nothing to resolve for yourself, why not direct your resolutions outward for 2021?


Phone: 740.653.9581 (Lancaster) • 614.876.6993 (Hilliard)