Valuation Services

LWBJ partners and staff bring significant competence and expertise to the valuation services we provide. As a result, we are often called upon to advocate for family and business clients with taxing authorities, in legal disputes, in estate and succession planning, as well as a in a wide variety of financings, business structurings and ownership transactions. Our investment banking experience with merger, acquisition and disposition transactions gives us deep insight into the market.

Beyond measuring value, we provide our clients with actionable strategies designed to increase their business value and/or better position them to achieve their business objectives.


  • Buy-sell agreements
  • Estate & family transfers
  • Stock option pricing
  • Shareholder transactions/dissenters’ rights
  • Litigation services / Expert witness testimony
  • Employee stock ownership plans
  • Purchase price allocations
  • Private equity portfolio holdings
  • Forensic accounting
  • Mergers and acquisitions
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