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Author: Sergio Alvares, CVA®, MBA
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What Type of Business Valuation Do I Need?

Not all business valuations are created equal. Whether you're planning for retirement, transferring ownership to family, preparing for a sale, or securing a loan, the type of valuation you need depends entirely on its purpose. Understanding the different valuation types is critical for both protecting your interests and making smart, informed decisions about the future of your business.
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Wealth Management Services are offered through Baldwin & Clarke Advisory Services, LLC (BCAS). BCAS is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). BCAS’ Form CRS and other disclosure documents can be found here. The information in this website has not been approved or verified by the SEC, or by any state securities authority. Additional information about BCAS is available on the SEC’s website at: www.adviserinfo.sec.gov, using CRD #105666.

Registration does not imply a certain level of skill or training.

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