At Sorren, we believe a strong valuation isn’t just a document; it’s a foundation for smarter business decisions, seamless transactions, and effective planning.
Reliable valuations are essential for proper reporting, fair transactions, and strategic growth. We take the time to understand your company’s distinct needs, analyzing both financial performance and market conditions to deliver insights that matter to your specific situation. Whether you’re preparing for a purchase or sale, seeking investment, managing equity compensation, planning for succession, or strategizing gifting, our Business Valuation Solutions provide the clarity you need to confidently make informed decisions.
By collaborating closely with you throughout the process, we uncover the true drivers behind the numbers to deliver actionable insights, not just figures. Our independent, objective analysis gives you the confidence to make critical business decisions that protect and increase your company’s value.
At Sorren, we don’t just crunch numbers; we dig deeper. We analyze your company’s financial and operational performance, evaluate market trends, and assess future cash flow potential, considering the time sensitivity of valuations and the complexities of ownership structures. Whether you’re facing regulatory scrutiny, audit defense, or a critical transition, our comprehensive valuation solutions are designed with your specific goals in mind, offering cost-effective solutions to meet your needs.
Estate, Trust, & Gift
Defensible valuations for estate, trust, and gift tax planning—supporting compliance, strategic wealth transfer, and long-term goals.
Financial Reporting
Reliable reporting that provides clarity, supports compliance, and instills trust in strategic decision-making.
Option Pricing Models
Precise option pricing models that deliver clear, accurate insights for managing equity compensation and award strategies.
Transition Planning
Valuation guidance for strategic ownership transitions to internal team members or external investors, ensuring long-term business success.
Portfolio Valuations
Comprehensive portfolio valuations to help assess and optimize the value of investments and holdings.
ESOP Valuations
Accurate assessments for employee stock ownership plans, helping companies navigate ownership transitions.
Personal Goodwill Valuations
Identification of the separate components of intangible value tied to personal goodwill through analyzing the owner’s reputation, skill, and business relationships.
Let us connect you with one of our partners to start a conversation, the first step in uncovering what matters most to you.
