CVGCastle Valuation Group®

We prepare business valuations for established closely-held companies and provide ongoing consulting services thereafter. Knowing the value of your business is essential in the following situations:

  • Succession Planning
  • Divorce
  • Death
  • Personal Bankruptcy
  • Retirement
  • Selling your business

We use a number of valuation techniques to accurately ascertain the fair market value of our clients' companies. For example, we analyze the following market data sources:

Public Companies: Industry analysts reports and trade association data

Private Companies: Individual investment banking data, similar research performed on other clients

We also take the following steps to gain a thorough understanding of the industry that impacts that company's value:

  • We interview key senior management personnel to identify critical strengths, weaknesses, opportunities and threats facing the business.
  • We gather and review financial data and other operational information. Once we issue a preliminary report, after the company's senior managers and Board has studied our assessment, we promptly address revisions and deliver a final report.