VALUATION AND ADVISORY SERVICES

Financial Planning

for business owners

business valuation

We value all kind of businesses, including partnerships, LLCs, corporations, not-for-profit organizations, and governmental entities.

value enhancement

We discover your business’s key drivers, and develop a process improvement plan to provide a detailed roadmap to improving its value.

Exit Planning

We specialize in helping business owners develop a plan to leave their company in capable hands while increasing potential cash flow and reducing taxes.

Financial Planning Resources

Business valuation checklist

Our valuation services are comprised of professionals with specialized expertise who dedicate their time and talent to valuations. That focus, plus ongoing involvement in industry and professional associations, assures we can offer the most accurate information to make the right decisions.

Financial Planning

for individuals

If you are retiring soon or recently retired, our goals-based retirement income planning service will give you the comfort, confidence, and peace of mind that comes from knowing that you and your family are on track financially.

Financial Planning

Personal and Business Integration Mini Series


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In the news

Valuation Considerations for Special Purpose Acquisition Corporations (SPACS)

This video describes the valuation considerations for Special Purpose Acquisition Corporations. (SPACS). Speakers: Nainesh Shah, CFA, CVA, Evan Levine, ChFC and Martin M. Shenkman, Esq.  Transcript Marty Shenkman (00:09): Welcome to Law Easy. My name's Marty...

Nine Valuation Mistakes for Business Owners to Avoid

As baby boomers continue to retire and transfer wealth, the need for a professional business valuation will continue to increase. If you are a CPA or Attorney who advises business owners, eventually, you will have a client who needs to determine the value of their...

How to Structure and Value an Earnout Agreement

This video describes the structuring of a business earnout agreement and points the business owner may consider when preparing to sell their business and whether to include an earnout. Speakers: Nainesh Shah, CFA, CVA, Evan Levine, ChFC and Martin M. Shenkman,...

Vandenack Weaver Podcast

Listen to Evan and Nainesh on the Vandenack Weaver podcast! Mary Vandenack, founder and managing partner at Vandenack Weaver, talks to Evan Levine and Nainesh Shah, partners at Complete Advisors LLC, about Earn Out Agreements and why COVID brought more attention to them.

The Business Sale With an Earnout

Many businesses have been negatively impacted by the pandemic, magnifying the risk of using a “fixed price” for the sale of a company. The gap between what a buyer is willing to pay and what a seller is willing to accept might be more pronounced than ever today. And...

MAKING MUSIC – MORE THAN A LEGACY OF SONG – A LESSON IN THE VALUATION OF THE INELLECTUAL PROPERTY RIGHTS OF PRINCE AND OTHER ARTISTS

Evan Levine and Nainesh Shah provide members with commentary that examines the valuation of Prince and other artists. Evan Levine is a Chartered Financial Consultant with over 30 years experience. He has given dozens of educational seminars on retirement and estate...

The Current State of Valuations

Listen to Evan and Nainesh on the Accounting Today podcast! Determining the value of a CPA firm or other business is as much art as science, according to Nainesh Shah and Evan Levine of Complete Advisors LLC.