When Do They Need A Business Valuation?

    A good question.  Business valuations are necessary in a wide range of transactions and planning opportunities:

• Adequacy of Life Insurance
• Acquisitions and Mergers
• Allocation of Acquisition Price
• Arbitration and Mediation
• Buy/Sell Agreements
• Charitiable Contributions
• Estate and Gift Taxes
• Fairness Opinions
• Financing
• Gifting Programs

• Litigation Support:
  • Disruption of Business
  • Dissenting Shareholder Action
  • Divorce
  • Economic Loss Analysis
  • Partner Dispute
• Sales of a Business
• Split-ups/Spin-offs
• Succession Planning

Why Should Our Client Use Dugan & Lopatka?

   Not a tough question for our client.  There are four reasons:

1. Understanding

2. Quality

3. Qualifications

4. Experience

Let us help you.

  Please give us a call.

Understanding -- We understand the needs of business owners.  Most of our clients are Entrepreneurs and Family Business Owners.  

Quality -- We are ranked as one of the best Illinois CPA firms for quality by the American Institute of Certified Public Accountants and over 98% of our clients recently ranked our services as "excellent." 

Qualifications -- Each of our business valuators is a Certified Valuation Analyst (CVA) and a Certified Public Accountant (CPA)

Experience -- We have been providing business valuation services for years.

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Copyright © 2003 Dugan & Lopatka, CPAs, PC
Last modified: February 13, 2003