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Business Valuations 

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Understand Business Value to Make More Informed Decisions 

Understanding what a business is worth can be important at many stages of its lifecycle. A valuation may inform a sale or acquisition, ownership transition, estate and gift planning, shareholder agreement, litigation matter, succession plan, or other significant business decision.  

Tronconi Segarra & Associates provides business valuation services designed to help business owners, business buyers and sellers, private equity interests attorneys, and other advisors and individuals, gain a clearer understanding of value. Our professionals combine thoughtful analysis with practical financial insight, considering the factors that may influence value and helping clients use that information to approach important decisions with greater confidence. 

How We Help:

Business valuations serve different purposes, and the circumstances surrounding the valuation can influence the analysis required. Tronconi Segarra & Associates helps clients understand the financial and business factors relevant to value while providing insight designed to support the decision or matter at hand.  

Our business valuation services include:  
  • Valuations for Business Sales, Acquisitions, and Ownership Transitions  
    Provide valuation insight to help owners, buyers, and other stakeholders such as private equity interests better understand business value when considering a transaction or change in ownership.  

  • Valuations for Estate, Trust, and Gift Planning  
    Provide business valuation analysis to support estate, trust, and gift planning when closely held business interests or other ownership interests are involved.  

  • Shareholder and Partner Ownership Valuations  
    Evaluate business ownership interests to provide financial insight for shareholder, partner, and other ownership-related matters.  

  • Valuation Support for Litigation or Dispute-Related Matters  
    Provide valuation analysis and financial insight when business value is relevant to litigation, disputes, or other legal matters.  
  • Financial Analysis and Review of Business Performance  
    Analyze financial performance and other relevant business information to help develop a more complete understanding of the factors affecting value.  

  • Support for Succession and Exit Planning Decisions  
    Help business owners understand value as they evaluate succession, ownership transition, or longer-term exit planning options.  

  • Coordination With Attorneys, Lenders, and Other Advisors  
    Partner with the other professionals involved in a transaction, planning process, or legal matter to help ensure valuation considerations are addressed within the broader context of the client’s objectives.  

 

Experience That Adds Value

85+ NPS Weekly Average

Our proprietary client satisfaction research reflects a Net Promoter Score (NPS) weekly average of more than 85 out of 100, demonstrating strong client satisfaction with our service, responsiveness, value, and proactive guidance.* 

155+ Combined Years of National Firm Experience 

Our professionals bring more than 155 combined years of prior experience at large, national CPA firms, bringing that perspective to the guidance we provide clients. 

More Than a Number 

Understanding the value of a business requires more than applying a formula. Financial performance is important, but operational, market, and ownership factors may also influence value.  

Tronconi Segarra & Associates considers these factors as part of a thoughtful valuation process, helping clients better understand both the conclusion and the financial considerations behind it. This perspective can provide useful insight when evaluating a transaction, preparing for an ownership transition, addressing a dispute, or making longer-term business decisions.  

Why Partner With Tronconi Segarra & Associates? 

Business valuations often arise at consequential moments for a company or its owners. The analysis needs to be technically sound while also providing useful insight within the context of the decision being made.  

Tronconi Segarra & Associates brings an advisory perspective to business valuation engagements. Our team of credentialed valuation professionals consider relevant financial, operational, market, and ownership factors and help clients understand how those considerations may affect value. Their expertise stretches across a wide range of industries and ownership structures.  

We also recognize that valuation matters frequently involve other professionals. By coordinating with attorneys, lenders, and other advisors when appropriate, Tronconi Segarra & Associates can help clients address valuation questions as part of a broader transaction, planning process, ownership transition, or legal matter.  

Meet Our Business Valuations Team:

Connect with our Business Valuation Team

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Whether you are preparing for a sale or acquisition, planning an ownership transition, addressing an estate or gift planning need, navigating a litigation matter, or considering your long-term strategy, Tronconi Segarra & Associates can provide valuation insight designed to support your next decision.