Valuation Services

We possess the multi-faceted expertise needed to determine an accurate value each time. As always, we listen to your needs and tailor our valuation services to meet your specific situation or transactional requirements.

Do you know what your business is worth? A privately-held business often represents a lifetime of work. It is crucial to ensure your investment is properly valued so correct decisions can be made. Whether you are thinking about succession planning, considering a strategic opportunity for a sale or merger, or needing accurate financial calculations for litigation purposes, the valuation experts at Hobe & Lucas have you covered.

WE’RE THE BUSINESS VALUATION SERVICE EXPERTS

We possess the multi-faceted expertise needed to determine an accurate value each time. As always, we listen to your needs and tailor our valuation services to meet your specific situation or transactional requirements. Our valuation specialists then work with you to perform a comprehensive and detailed analysis to develop an estimate of value.

Hobe & Lucas performs business valuation engagements for a number of reasons, including:

Taxation

Financial Reporting

Planning and Transaction Opportunities

Litigation Support

Our Valuation Services Team

We possess the multi-faceted expertise needed to determine an accurate value each time.

LAWRENCE A. DEBALTZO, CPA, CGMA, CVA

Lawrence began his career as a utilities analyst more than 25 years ago, transitioning to public accounting in 1992. Lawrence lives by the philosophy that accountants are storytellers—accountants tell the story of where an individual, family or business has been.

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We're The Business Valuation Experts

Whether you are thinking about succession planning, considering a strategic opportunity for a sale or merger, or needing accurate financial calculations for litigation purposes, the valuation experts at Hobe & Lucas have you covered.

Hobe & Lucas Certified Public Accountants, Inc. is a full-service accounting and business consulting firm dedicated to providing clients with exceptional value.

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Contact Info

4807 Rockside Rd Suite 510

Independence, OH 44131

216-524-8900 info@hobe.com

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Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based brokerage services are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Hobe & Lucas Certified Public Accountants, Inc.

Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Financial Professionals may only conduct business with residents of the states for which they are properly registered. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.