Business Valuations

How Can a Business Valuation Help My Company?

There are countless reasons why you may want to perform a company valuation for your business, not the least of which is the fact that it’s sensible from a business perspective to have that information on hand. An accurate small business valuation is an integral part of growing your company, attracting new investors, and selling it, so let Porte Brown help you come up with an accurate and extensive evaluation report that will enable you to make the best decisions for your business.

The Porte Brown accounting team has wide-ranging experience and the knowledge you need regarding financial statement analysis and various tax issues that may arise during an appraisal. This allows us to offer effective business valuation services no matter the size of your business or the industry that you operate in. Porte Brown provides professional business valuations for the following business situations:

  • Purchase of a Business
  • Benchmarking
  • Value Driver Analysis
  • Loan Procurement
  • Buy-Sell Agreements
  • Gift & Estate Tax Filings
  • Selling a Business
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Tax Services

We understand taxes.

Porte Brown has been providing tax and accounting services to Chicago and the surrounding communities since 1946 and specialize in everything from traditional tax services to functional expense and budget consulting to multi state nexus issues. We also help our clients determine how best to take advantage of tax credits and deductions during times of growth or relocation as well as how to utilize financial assistance programs to further reduce your tax burden.

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Estate & Trust Services

Planning for the future.

Planning for retirement invariably comes down to making sure you save enough during your working years to build up a nest egg to use during your golden years. But what happens beyond retirement? Have you thought about your legacy and what you'll leave to your family and friends once you're gone?

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Acquisition Assistance

It's all about the details.

Successful acquisitions depend on the guidance of experts in order to fully uncover the values, risks, and liabilities involved in a potential transaction. Porte Brown professionals provide a full range of acquisition assistance services, including rigorous due diligence that...

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Home  >  Services  >  Transition Planning & Advisory Services

Transition Planning & Advisory Services

Business Valuations

Tax Strategy

Transition Planning

Financial Planning

Estate Planning

Due Diligence

Transitioning out of your business is all about setting and reaching goals. It can be a complicated process and there are many important components to consider:

  • When should I start and where do I begin?
  • How much is my business worth?
  • How do I minimize the tax consequences?
  • How do I set up my family for success?
  • Will a transition align with my trust and estate planning goals?
  • Can I support my lifestyle afterwards?

Whether it’s a sale to a 3rd party or structuring a deal within the family, Porte Brown has a long track record of working with privately held businesses on a successful ownership transition.

Due Diligence

Transitioning out of your business is all about setting and reaching goals. It can be a complicated process and there are many important components to consider:

  • When should I start and where do I begin?
  • How much is my business worth?
  • How do I minimize the tax consequences?
  • How do I set up my family for success?
  • Will a transition align with my trust and estate planning goals?
  • Can I support my lifestyle afterwards?

Whether it’s a sale to a 3rd party or structuring a deal within the family, Porte Brown has a long track record of working with privately held businesses on a successful ownership transition.

Services include:

  • Buy/Sell Agreements
  • Value Driver Analysis
  • Asset Gap Identification
  • Contingency Planning
  • Tax Planning & Compliance

Next step:

If you have questions about the services we offer or would like to request a proposal, please submit the form below. Someone from the Porte Brown team will be in contact with you as soon as possible. You can also call us directly at 847-956-1040.

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Get in touch today and find out how we can help you meet your objectives.

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Elk Grove Village, IL 60007
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