Business Valuation Services

A key part of financial planning is knowing the economic value of your business. Business valuation is the general process of determining a business or company’s economic value. There are a number of instances where business valuation services can prove useful, including establishing partner ownership, determining sale value, and taxations. Sorge CPA and Business Advisors, S.C. provides professional business valuation services and objective estimates on the value of your business.

The business valuation process determines the current worth of a business by using objective measures and evaluating all aspects of the business as a whole. Business valuation may also include an analysis of the company’s capital structure, its management, market value of its assets, or even future earnings prospects. Valuation tools can vary between different industries, businesses, evaluators.

Valuation is an important part of tax reporting. The Internal Revenue Service (IRS) requires that businesses be valued based on their fair market value. Tax-related events which are taxed based on valuation include the sale, purchase, or gifting of shares of a company.

Business valuation can be impacted by many factors. These factors include the company’s stage of development, industry, and the source of their capital. There is a complexity to business valuation that is successfully navigated by our world class team of professionals at Sorge CPA and Business Advisors, S.C.

With Business Valuation Services from Sorge CPA, we tailor business valuation to each client’s specific needs and the purposes of the valuation. Our objective is to provide valuation reports which provide an overview of the company, industry and economy, but also outlines the analysis we have performed and discusses the client’s value drivers.


Industries of Specialization

While we help clients of all industries, we have developed some specialties and have developed some deep expertise in:

  • Banking & Financial Services
  • Computer Software Businesses
  • Construction Companies
  • Consultants
  • Education
  • Electricians
  • HVAC & Heating Companies
  • Healthcare Organizations
  • IT Services Companies
  • Non-Profit Organizations

  • Plumbers
  • Real Estate Businesses 
  • Roofing Companies
  • Trucking Companies

Why Sorge CPA?

Sorge CPA is a different kind of accounting firm, made great by our exceptional talent. We are fueled by the entrepreneurial spirit and driven to serve our community, and our industry, with conviction and vision. We offer:

  • Personalized Attention

Big or small, a cornerstone of our firm is providing each and every client with responsive and highly personalized service delivered by our experienced partners and team of more than 60 specialists.

  • Value-Added Approach

In addition to providing personalized service and a quality work product, you will also benefit from valuable insights and recommendations delivered by a team with years of experience and expertise helping clients increase efficiency and strengthen financial controls.

  • Big Firm Capabilities

Our breadth of services is on par with the larger firms allowing us to provide organizations nationwide with the broad resources and expertise to help them stay at the forefront of their industry.


Business Valuation Services in Wisconsin

Sorge CPA and Business Advisors, S.C. has offices in Madison, Waukesha, Oshkosh, Delavan, Watertown, Marion, and now downtown Milwaukee, our specialists work hand-in-hand with businesses and individuals to help them stay ahead of financial developments and guide them through the complexities of business valuation.

Sorge CPA’s financial advisors and experts provide our clients with a complete spectrum of business valuation services that give them the meaningful information they need to make better business decisions.

For information regarding services listed above Contact Us Here.

For information regarding services listed above Contact Us Here

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