“Business valuations aren’t always about providing reports that support legal needs. It’s oftentimes much more personal than that. We were helping a client create a financial plan to ensure he and his wife had enough money for retirement. Part of that plan meant selling their business to key employees. We put together a valuation of the business that helped them understand its worth and how that played into checking off their bucket list items in retirement.”

“I always start with asking my client, “What do you want to get out of this?” In the case where I was performing a valuation for my client going through a marriage dissolution, her response was simple: ‘I don’t know how to answer that because I don’t know what I have.’ Providing a valuation for her meant empowering her to be able to ask better questions and make informed decisions about her future.”