Business Valuation Services

Economic Value Strategy

Discover and enrich the true market value of your business.

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Work With Experts Specialized in Your Industry

Pinion’s valuation advisors are specialized across each industry that we serve. We provide expert-level analysis to determine the value of your business for accounting, tax, or litigation purposes  — with a keen eye on how to plan, pivot, and position it for the future.

Our expertise in financial due diligence, accounting, and tax advisory provides the assurance of knowing you’re getting trustworthy insights to guide your business forward.

Transparency for Your Business Stakeholders and Decisions

Assessing the value of your business is often the first step in determining how to optimize, grow, or transition your business. It’s a crucial indicator of where and how you should be making important decisions at a point in time.

Specialized Valuation Services

Our complementary experience in tax strategy and compliance and valuation helps guide business owners through a personal transition or throughout the entire lifecycle of an M&A deal – mitigating risks and uncovering value in the process.

Both strategic- and transaction-focused certified public accountants (CPAs) and advisors, and third-party requestors, rely upon the accurate economic data capture that stems from our extensive and comprehensive valuation and consulting.

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Gift & estate tax planning and compliance

Work with industry-specialized tax advisors.

Internal planning

We provide the foresight and planning needed to drive success.

Litigation support

We provide detail-oriented assessments and expertly analyze complex issues.

Matrimonial dissolution

We guide you through the planning process and navigate difficult conversations.

Mergers & acquisitions

Tailored & driven guidance for any stage of the transaction deal lifecycle.

Shareholder transactions

Seamless navigation of financial or transactional events.

ESOPs valuation amendments

Employee Stock Ownership Plan oversight

Managing Your Company Like the Investment It Is

Over time, your business changes. Management and operating decisions based on what was driving a prior valuation don’t typically work as a value-driver for the long term.

As markets ebb and flow, and as businesses gradually adjust to changing conditions, a regular analysis makes it possible to understand the new variables that will matter to both your own — and your competitors’ — valuations.

Pinion’s valuation team helps owners and management to understand changes in how the market values your company over time — taking into consideration company revenue, margin, shareholders, debt-to-equity ratios, economic conditions, and industry market volatility.

• Plan for ownership transitions

• Managing your company during the interim

• Comparing liquid vs. illiquid wealth

• Contemplate next-generation transition

Pinion is dedicated to understanding, strategizing, and forecasting around the impacts of your business needs and decisions.

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A Purposeful, Long-Term Approach

Pinion’s specialized team performs robust valuations that create transparency and mutual understanding among stakeholders, clarity in how to measure success and pivot when necessary, and a road map to optimized assets and a healthy operation. As a firm who has delivered valuation services for thriving organizations since 1932, the standards we set for your advisory experience are extremely high.

Meticulous precision

Highly skilled professionals

Flexibility to adaptations

Insightful solutions

Proactive opportunity seekers

Collaborative planning & communication

Consultative approach

Timely delivery

Expertise Wherever You Need It

A holistic approach to optimal results.

Pinion is dedicated to your business and your success. We navigate the barriers, complexities, and business challenges that stand in your way, cultivating your long-term growth and helping you achieve new opportunities.

Accounting & Back Office Solutions

Capture accurate accounting data and advisory and alleviate compliance and back office challenges so that you can tend to what matters most.

Tax Strategy & Assurance Services

Specialists in understanding market challenges, tax law, and tax compliance needs. 

Our experienced advisors take a risk-based approach to every engagement — zeroing in on your unique challenges, complexities, and concerns.

Food & Ag Consulting

Our ag-focused advisors take a holistic view of your business to forecast and capture opportunities, mitigate challenges, & drive your food & ag business forward.

Succession Planning

Navigate tough business decisions, family discussions, and entity transitions. Expert estate and gift tax knowledge, trust guidance, long-term goal setting and risk management.

Financial Strategy

Strategic analysis and guidance to navigate transaction deals, satisfy stakeholder needs, and make long-term decisions.

Sustainability

Sustainability tools, solutions, and expert consulting for the food value chain. Customized to meet your sustainability goals.

  • Develop a program and data plan
  • Measure performance
  • Program targets and execution
  • GHG accounting
  • Scope 1, 2, 3 reporting
  • Risk assessments

View our sustainability consulting overview

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Advisory Services for Your Industry

Work with experts who know your business, your field, and your needs.

Your Goals Are Within Reach

Connect with a valuation consultant to identify both threats and opportunities around your business decisions.

Contact Michelle

Michelle Ellis, Lead Advisor – Business Valuations