“If we could first know where we are, and whither we are tending, we could better judge what to do, and how to do it.”
- Abraham Lincoln

Capstone Business Advisors

Assessments & Valuations

For any strategic discussion (and subsequent action), appropriate steps are required to determine a starting point. To use MapQuest as an example, proper directions, travel route and method of transportation cannot be determined by simply entering a desired destination. A starting point is also required. The same is true with business planning. If you do not know where you stand today, you cannot determine an accurate and effective path of action that will take you where you want to be.

We at CAPSTONE perform assessments and valuations of businesses. Our assessments and valuations are not intended for courtroom use. Therefore, they are not performed in the same manner or with the same standards a traditional CPA firm might use. Our valuations are performed from a business perspective for the purpose of providing a point of reference in discussions about opportunities with our clients.

Our approach takes into consideration both the science and the art of assessments and valuations. The science is the technical data driven through a series of formulas and assumptions to reach a conclusion. This is the extent of many assessment and valuation services in the marketplace. The problem is that perspective limited only to this component seldom translates to the real world and may be of little value.

The art is based on intangible, although critical, factors such as experience, conditions, activity and people. We believe the incorporation of the art component is rare in the professional marketplace and by making it a part of our approach, the conclusions and subsequent advice we offer is relevant to our clients’ objectives, delivering greater value to their situation.