There are many needs for a business appraisal, including taxation, disputes, transactions and financial reporting. Business owners and their professional advisors call on Shearwater Valuation Associates whenever there is a need for an unbiased appraisal of the business for:

Estate planning, wealth transfer and taxation Charitable contributions Buy-Sell Agreements Management buy-outs Corporate acquisitions Employee retirement plans

We have experience appraising many types of illiquid interests in businesses, including:

Privately held common stock Thinly traded and restricted stock of public companies Preferred securities Options and warrants Interests in private partnerships and limited liability companies

*Shearwater Valuation Associates does not appraise real estate or machinery & equipment. We also do not provide appraisals for marital or commercial disputes.