Business Valuation & Litigation Services

Determining Value Accurately and Efficiently

Unlock the power of informed decision-making and seamless negotiation with accurate business valuation services. Whether you’re exploring mergers and acquisitions (M&A), planning to sell your business, seeking financing, or facing disputes, understanding the true and fair value of your company is paramount for leverage. At SC&H, we specialize in delivering independent and objective consultative valuation opinions to organizations at every stage of the business lifecycle.

  • ESOP Advisory
  • Transaction Advisory and Support
  • Financial Reporting Valuations
  • Tax Compliance Valuations
  • Succession and Family Wealth Planning Valuations
  • Valuations for Corporate Planning

Empowering Business Growth and Success

With more than three decades of proven expertise, SC&H is known for delivering superior and defensible valuations that withstand intense scrutiny and comply with reporting standards. We don’t just follow textbook formulas. We take a realistic approach that looks at how a buyer or market participant will value your business. Diving deep into your company’s financials, growth prospects, and risk factors, we provide a clear and thoughtful business appraisal. Our valuation reports resonate with potential partners and serve as powerful tools to:

  • Attract interested buyers

  • Negotiate favorable deals

  • Secure financing

  • Resolve complex legal disputes

Comprehensive Valuation Expertise
for Successful Transactions

Our in-house, credentialed business valuation experts work with business owners while collaborating with legal, financial, and accounting advisors to ensure a comprehensive and successful completion of your transaction despite even the most complex valuation matters.

ESOP Advisory

Transaction Advisory and Support

  • Mergers and Acquisitions
  • Divestitures and Spinoffs
  • Going-Private Transactions
  • ESOP Advisory
  • Management Buyouts
  • Bankruptcies and Reorganizations

Financial Reporting Valuations

  • Valuation of Intangible Assets (ASC805 Purchase Price Allocations)
  • Goodwill and Asset Impairment Testing (ASC 350 and ASC 360)
  • Personal Goodwill Valuations
  • Impairment Testing for Goodwill, Intangible Assets and Tangible Assets
  • Options, Warrants, and Swaps
  • Private Equity Portfolios
  • Employee Stock-Based Compensation

Succession and Family Wealth Planning Valuations

  • Estate and Gift Tax Planning and Compliance
    • Spousal Lifetime Access Trust (SLAT)
    • Grantor Retained Annuity Trust (GRAT)
  • FLP and LLC Discount Studies
  • Buy-Sell Agreement Consulting
  • Shareholder Transactions
  • Assessments of Potential Transactions
  • ESOP Feasibility Assessments

Valuations for Corporate Planning

  • Issuance of Stock Options, SARs, Restricted Stock, etc. (409a and ASC 718)
  • Shareholder Transactions
  • Buy-Sell Agreement Consulting
  • Assessments of Potential Transactions
  • Corporate Redemptions, Recapitalizations, and Spin-Offs
  • C Corporation to S Corporation Conversions
  • ESOP Feasibility Assessments

Unparalleled Valuations for
Middle-Market Success

Choose SC&H for the insightful and accurate valuation you require to make informed decisions
and achieve your business objectives.

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Exemplary Commitment to Excellence

At SC&H, we aren’t just another business valuation firm—we are your strategic and trusted advisor in unlocking the true potential of your business. What sets us apart?

  • Certified Excellence: As a recognized expert in business valuation, SC&H exemplifies excellence and ethics through the credentials our senior appraisers hold. As certified valuation professionals, you can trust that our business valuation specialists are the best in the field, delivering results you can rely on.


  • Unwavering Compliance: Regulatory compliance is at the heart of what we do. Our meticulous adherence to the highest standards ensures that our valuation reports are not only accurate but also delivered promptly, saving you time and unnecessary stress.
  • Tailored Solutions: We respect that no two businesses are the same. That’s why we tailor our valuation approaches to fit your unique needs and specific business characteristics.
  • Full Spectrum Service: We believe in leaving no stone unturned. Our comprehensive range of valuation methods, from market-based to income-based and asset-based, ensures that you get a 360-degree view of your business’s worth from the lens of the buyer.

An Investment Bank that Cares as Much About Your Success as You Do.

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