Independent Business Valuation and Transition Strategies, CT

Independent Business ValuationStrategic Advisory
Transition Strategies

Our promise – excellence in business valuation

Independent & objective
Insightful
Reasonable Prices
Thorough
Responsive & timely
Reasoned valuation conclusions
Informative & explanatory reports
Our reports & opinions of value are designed for the user

Our area of specialization is in estate & gift tax valuation. We provide independent, third-party opinions of value that meet and exceed the reporting requirements of the IRS under the “Qualified Appraisal” and “Qualified Appraiser” standards.

Beyond estate & gift tax valuations we provide opinions of value for the following purposes:

Buy-sell agreements and transactions
Fractional interest valuations including tenant-in-common interests
Initial valuation for transition planning
Merger and acquisition analysis
Personal goodwill allocation in a sale transaction
Intellectual property – patents, trademarks & copyrights

Business Valuation Services

We provide a full range of independent valuation services to assist business owners and their advisors plan and execute on their varied strategies.

Strategic Business Advisory

Value creation doesn’t just happen. A structured, but flexible approach is essential for success.

Business Owner Transition Strategies

Whether a sale or succession is contemplated I can assist in the process of making it successful.

Let's Get Started

Do you need help with Business Valuation or Value and Transitions Strategies today? Schedule an appointment to speak with me directly and let’s get started with your solutions.

About Ed Pratesi

Ed has provided numerous opinions of value for various types of business entities for a number of different purposes including estate and gift tax compliance, buy-sell agreements, business owner disputes, financial reporting compliance, and transaction purposes.

I have a passion for helping business owners create a positive outcome for the many challenges of business ownership – including understanding, creating and realizing the value of their company.