Business Valuation Services

Do you know what your business is worth? A privately-held business often represents a lifetime of work. It is crucial to ensure your investment is properly valued so correct decisions can be made. Whether you are thinking about succession planning, considering a strategic opportunity for a sale or merger, or needing accurate financial calculations for litigation purposes, the valuation experts at Hobe & Lucas have you covered.


We possess the multi-faceted expertise needed to determine an accurate value each time. As always, we listen to your needs and tailor our valuation services to meet your specific situation or transactional requirements. Our valuation specialists then work with you to perform a comprehensive and detailed analysis to develop an estimate of value.

Hobe & Lucas performs business valuation engagements for a number of reasons, including:


  • Estate and gift tax planning and compliance
  • Built-in gains tax calculation in C to S-corporation conversion
  • Charitable contribution of entity interests
  • Issuance of stock options

Financial Reporting

  • Goodwill and other intangible asset impairment analysis
  • Purchase price allocations
  • Fair value measurements
  • Issuance of stock options

Planning and Transaction Opportunities

  • Succession planning
  • Strategic planning
  • Mergers and acquisitions
  • Owner buy/sell agreements

Litigation Support