Get A Tailored Business Valuation
Our team comprises certified experts who pride themselves on providing accurate and insightful business valuation consulting services. Whether you require assistance with tax planning/reporting, financial statement reporting, succession, buy-sell, or litigation, we are committed to delivering results that meet your unique needs.
Our extensive experience spans decades, including over 2,000 valuations, and we are committed to providing you with the support and guidance you need. You can trust us to listen to your needs and work tirelessly to help you achieve your goals.
We Serve
- Business Services
- Contractors
- Healthcare
- Hospitality
- Manufacturing & Distribution
- Public & Private Companies
- Software Companies
- Tax-Exempt
We offer Business Valuation and Succession Planning Services in the following areas
At The Bonadio Group, we are led by proactive problem solvers who bring a unique passion and approach to our work—as a top-ranked national accounting and advisory firm, we are committed to actively listening to our clients and collaborating with them to develop tailored solutions for their financial and business needs.
Since 1978, clients have relied on us as trusted strategic and community-focused advisors who deeply understand their businesses and priorities. Our client’s success is the cornerstone of everything we do.
Business Valuation
We thoroughly assess factors that accurately represent your company’s current standing and long-term prospects.
Estate, Gift & Trust Planning
Our professionals can advise or assist your legal counsel with short, or long-term planning, the preparation of wills, buy-sell agreements, business valuations, compensation and retirement agreements, and simple or complex transition planning customized for you, including family and charitable gift arrangements.
Financial Reporting
For more than twenty years, our team has assisted privately held companies with financial reporting valuation services, including purchase price allocations (ASC 805), impairment testing (ASC350/360), and equity-based incentive compensation (ASC 718).
Succession Planning
We create a clear path forward to meet critical milestones and responsibilities. This road map helps us guide you on the succession journey and ensures success for one of the most significant events of your life.
& More
Our “& More” philosophy means we go above and beyond traditional succession planning and business valuation practices. Speak to one of our experts today to learn how we can elevate your business.
Leader's Guide to Unlocking the Full Potential of Your Organization
We are excited to share our Bonadio Advisory & Consulting “Leader’s Guide to Unlocking the Full Potential of Your Organization.” This comprehensive resource provides valuable insights and real-life examples of how Bonadio Advisory & Consulting experts empower our clients every day. It addresses common questions and showcases our innovative approach to Advisory and Consulting Services, backed by 150 professionals with expertise in finance, strategy, operations, risk management, and mergers and acquisitions (M&A). Our unwavering commitment to delivering exceptional service and building strong, trusted client partnerships is at the core of everything we do, ensuring you receive the best possible support for your business needs.
Our Approach
A unique blend of backgrounds in business consulting, tax expertise, and business appraisal makes us eminently qualified to help business owners make the best financial and functional decisions for their future.
We have developed a comprehensive seven-step road map to help you clearly plan your path forward to meeting critical milestones and responsibilities on your unique succession journey.
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