Audits, Reviews &
    Compilations

ERISA Audits

Yellow Book Audits

System Review
   Report

Business Valuation

Management
    Advisory

Financial Planning
    & Forecasting

Business Formations
    Acquisitions,
    Mergers & Sales

Personal Financial
    Planning

Tax Preparation &
    Compliance

Tax Planning &
    Consulting

Gift & Estate Tax
    Planning

Business Succession
    Planning

Bookkeeping & 
    Write-Up

Sarbanes-Oxley Act
    Of 2002

 

 

 

 

Business valuations are an essential element of many individual and business transactions. A business valuation involves arriving at an opinion regarding the estimated value of an ownership interest in a business.  Only a small percentage of individuals representing themselves as business appraisers are tested and certified by a professional business appraisal institute or society.  Our Certified Valuation Analyst provides business valuation services using procedures sanctioned by the National Association of Certified Valuation Analysts.

RTA provides business valuations for many purposes, including:

·        Buy-sell agreements

·        Business purchases and sales

·        Divorce

·        Estate and gift tax

·        Succession planning

Valuation opinions are based on a detailed analysis of a business and its industry and the economic conditions that affect them. We consider various valuation methodologies and select the most appropriate approach under the pertinent facts and circumstances.  Our valuation opinions are rendered only after our study is completed; all opinions are clearly stated and thoroughly documented in our report and working papers.

 

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