Planning for the eventual exit of an ownership interest in a business is a complex but critical process with financial and personal implications. At Steen Valuation Group, we understand the challenges an owner faces. We can assist with assessing the current value of the investment and working with a team of advisors to develop a plan that meets the owner’s short- and long-term goals.

Transitioning ownership is an important step for every business owner.  From transferring to the next generation to selling to management or a third party, valuation is a critical component of tax and financial planning.  Steen Valuation Group has the experience and expertise to provide a valuation that is well-supported for a successful transition.

Corporations regularly have valuation issues that arise, and having an expert who is committed to service and has the experience to understand the complexities is essential to meeting financial reporting requirements and financial planning.