Buy/Sell Agreements
Valuation Services for Effective Succession Planning
A well-structured buy/sell agreement is essential to ensure business continuity and prevent disputes during ownership changes triggered by retirement, disability, death, or departure. It provides a straightforward process for valuing and transferring ownership interests, preserving firm continuity and protecting the financial interests of all shareholders.
At DM Consulting Group, we provide business valuations tailored specifically to support buy/sell agreements in the architecture and engineering industries. Our experts help firms nationwide develop and maintain agreements that reflect fair market value and mitigate risk.
Our Buy/Sell Valuation Services Include:
- Initial valuations to inform agreement development or updates
- Periodic updates to maintain fair pricing in accordance with changing firm performance and market conditions
- Valuations for triggering events such as death, disability, or shareholder exits
- Review and critique of existing buy/sell agreements to identify weaknesses or outdated valuation methodologies
- Review and critique of existing buy/sell agreements to identify weaknesses or outdated valuation methodologies
- Consulting on agreement structure to align valuation language with firm goals and IRS best practices
We help ensure your agreement reflects the true economic value of your firm. No guesswork, no outdated formulas, just objective, expert guidance.
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