A business valuation provides an accurate, reliable figure that represents the value of an organization, which is necessary for the acquisition or sale of a business, as well as other important events such as corporate restructuring or litigation — or even personal events such as divorce or estate taxation. This figure is the product of an analysis across all areas of a business, including management, capital structure, future earnings prospects, and market value.
At W3 Financial Group, we understand that the investment in your business may be your most valuable asset. Working with our certified valuation analysts (CVAs) ensures that qualified professionals are on the case, as they adhere to the standards set forth by the National Association of Certified Valuators and Analysts (NACVA).
We have the resources to carry out comprehensive market research, search for comparable transactions, and investigate the different valuation methods available. The result is clear and credible guidance and reporting that you can count on to make important decisions. Have peace of mind in every stage of your business with W3 Financial Group by your side.
Our team of CPAs, business valuation analysts, and staff accountants love what they do, and they love working at W3 Financial Group. Once you meet them, we think you’ll love working with us, too.
We take a logical, strategic approach to help clients succeed. It begins with gaining a deep understanding of where you have been, where you are today, and where you want to be in the future.
Whether you’re seeking meticulous accounting services or strategic wealth management, our dedicated teams are here to maintain a complete and clear financial picture for you and tailor a plan that aligns with your goals.
Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Management, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Form CRS
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
