Valuation and Due Diligence
With over 60 years of experience counseling family-owned, small- and mid-sized businesses, DSB Rock Island meets your needs for business transactions, M+A or due diligence with the right team of specialized accountants, consultants, tax advisors and valuation specialists.
A certified business valuation can clarify your best path forward and help you objectively understand the fair market value of the business. Depending on your objectives and the level of detail needed, a valuation consulting might be a more cost-effective alternative to a full valuation opinion while giving you the insight needed to plan for a future sale or acquisition. We will provide you with the appropriate valuation services and counsel for your unique personal goals.
Connect with our Team
Andy Clausen
Director | Valuation
Sean Boland
Managing Principal
Ben Zilberman
Associate | Valuation
Specialities and Services
Business Valuation
Do you know what your business is worth? Determining the answer may be more complicated than you think. Whether you’re planning to sell and seeking to maximize the value of your business or making an informed decision about purchasing a business, you need an accredited, experienced team that will help steer you through all your options.
What Are the Differences Between an Audit, Review and a Compilation?
Before we begin looking at the numbers, our team identifies the level of service that’s right for you and where you want to go. There are three levels of service that allow our team to create the tailored, cost-effective solution that you need to have confidence in your numbers.
Do I Need a Financial Audit?
Before we recommend a financial audit, we focus on asking the right questions. In many cases, a certified financial audit is simply required to satisfy bank loans, franchise agreements, financial investors or purchase due diligence by an outside party. Beyond situations where they are required, how can your business benefit from audited financial statements?
Understand Risk with Agreed-Upon Procedures
Do you need help quantifying and documenting specific information about your business, such as: inventory, financials, operations, accounts, data and other key functions? Our team of auditors creates the perfect customized procedures for your needs. Your final result is a clear and objective review of business risk, as well as solutions to help you address your most important areas.
Business Records Retention Schedule
“How long should I keep my business records and financial documents?” is a common question from entrepreneurs and established business owners alike. Even in today’s digital, cloud-based era, we find that it is a wise choice to follow the ‘better safe than sorry’ approach for storing your business’s records. We have developed a Business Records Retention Schedule to share our recommendations of the best practices for your records.
Accessible Team
What level of accounting service and support is right for your business?
ASK ONE OF OUR EXPERTS
