Valuation & Financial Solutions

Whether you’re buying or selling a business, valuing a minority interest, or negotiating a divorce or partnership agreement, to name a few, understanding an entity’s fair market value is crucial. Good decisions come from working with financial advisors who can offer a trusted perspective, and Kaulkin Ginsberg's valuation services are designed to improve decisions at the corporate, operational, and ownership levels.

Areas of Focus:

  • Business Consulting – Partner with Kaulkin Ginsberg's strategic advisors who not only understand your business, but have also worked with companies like yours to resolve similar issues.

  • Due Diligence – Investigate a potential buy- or sell-side opportunity. Kaulkin Ginsberg's experts will guide you through the vetting process before you make a deal.

  • Forecasting – Build a financial model for your business to project future growth and meet your goals. Kaulkin Ginsberg will help you identify areas of improvement or investment and develop a strategic plan.

  • Financial Planning – Growing your business but need assistance with your budget? Kaulkin Ginsberg's team of experts can provide financial planning services such as quarterly reviews on performance.

  • Valuation – Kaulkin Ginsberg will examine the historical and projected performance of your business along with many other internal and external factors in order to provide you with a realistic value for your business.

  • Transaction Support - Kaulkin Ginsberg's team of experts will work with you to provide a fair market assessment, fairness and solvency opinions, dispute resolutions, and exit planning strategies.

What our clients are saying:

”Kaulkin Ginsberg exercised professionalism and expressed a non-biased, independent opinion on a very difficult valuation. We were impressed by the methodologies used to reach the valuation. If we had to do it a second time, Kaulkin Ginsberg would be our vendor of choice.”

- Jeff Heft

BYL Agency, Ltd.

Have more questions? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

Strategic Valuation Assessment (SVA)

Furthermore, finding accurate data and establishing a value baseline is difficult for owners because most M&A transactions are confidential. That is where Kaulkin Ginsberg's SVA comes in to play. The assessment is aimed at providing you with an understanding of your company's value relative to current market conditions.

By putting a business through an SVA, and doing so well in advance of a potential sale or succession, the owner will be better positioned to maximize value and realize their desired outcome. Our experts will leverage the assessment to evaluate the company's strengths, identify weaknesses and threats, and provide recommendations on opportunities to grow value. By mitigating risks related to factors outside of the company's control and improving on those within its control, the company will be positioned for success.

For more information on Kaulkin Ginsberg's SVA, contact us today at

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