Strategic Planning

Professional, accurate business valuations …

Whether you are buying, selling, creating an employee stock ownership plan or trying to raise investor capital, WTL Financial is uniquely qualified to determine your business’s fair market value. Our comprehensive approach uses both historical and projected profit and loss information, financial statement analysis, investment risk analysis, evaluation principals and methods and good business sense to arrive at supportable valuations. As a financial services firm that understands entrepreneurs and has experience with a broad spectrum of businesses and industries, we know how to appropriately integrate such factors as the quality of a company’s management team, competitive and legal trends, local and national economic forecasts, and potential synergies with other companies.

Come to us for valuations related to:
• Acquisitions & dispositions
• Buy-sell agreements
• Business mergers
• Estate & gift tax planning
• Marital dissolution
• Employee stock ownership plans (ESOPs)
• Stockholder disputes
• Raising investor capital
• Litigation support

For valuations that combine seasoned judgment with state-of-the-art techniques, contact us.