Business Valuation Services

Insero's Valuation Services team offers a personal and professional approach to client service. Our team understands that there is more to a business valuation than technical and analytical procedures. Working nationally with closely-held small and mid-sized businesses and their owners, we understand the proper balance between a cost-effective solution and a final product that will survive the scrutiny of the Internal Revenue Service, independent auditors, and your stakeholders.

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Why choose Insero?


Our team consists of Certified Valuation Analysts and Certified Public Accountants who operate independently and objectively in service delivery. We comply with the Statement on Standards for Valuation Services as promulgated by the American Institute of Certified Public Accountants. This means we follow professional valuation guidelines so you are assured of a professional, defensible, and appropriate valuation solution.

Not every situation requires a full-blown valuation. Our team works directly with you to understand your specific needs and works with you to determine the best approach - whether it be a Conclusion of Value or a Calculated Value. Our solutions are tailored specifically to your needs so you get the level of support you need for a fair price.
We are knowledgeable and experienced with a broad array of valuation services including:

  • Business Purchase/Sale
  • Family Limited Partnerships
  • Mergers and Acquisitions
  • Loss Claims for Insurance Reimbursement
  • Negotiation Support
  • Contract/Contract Term Valuation
  • Divorce Litigation and Support
  • Patent and Royalties
  • Shareholder Disputes and Litigation
  • Business Damage Quantification 
  • Estate and Gift Tax
  • Transaction Analysision 
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