Business Valuation & Exit Planning Services for CPAs

White Oak Legacy Partners

At White Oak Legacy Partners, we partner with CPAs and accounting professionals to provide expert business valuation and exit planning services for their clients. Whether a business owner is preparing for a sale, ownership transition, tax planning, or succession strategy, we deliver accurate, defensible valuation reports that align with financial and compliance standards.

How Business Valuation & Exit Planning Support Your Clients

As a CPA, you guide your clients through complex financial decisions—but when it comes to business valuation and exit strategy, having a specialized partner ensures they receive the best possible outcomes.

We provide independent, third-party business valuation services to:

Help clients maximize their business value before selling or transitioning ownership
Ensure tax-efficient exit strategies aligned with financial planning
Provide defensible valuation reports for mergers, acquisitions, and buyouts
Support succession planning and wealth preservation strategies
Strengthen compliance with legal and financial reporting standards

Our services complement your CPA practice, ensuring your clients get the expert valuation insights they need to make informed decisions.

Let’s discuss how we can support your clients. Schedule a consultation today!

Let’s work together! Call: 775.473.2031

How We Help Your Clients with Business Valuation & Exit Planning

Accurate Business Valuation for Buyouts, Sales & Mergers

Fair market valuation for business sales & acquisitions
Buy-sell agreement valuations for business partnerships
Enterprise value analysis for tax and estate planning

Exit Planning & Succession Strategies

Maximizing business value before a sale or transfer
Financial modeling for long-term planning
Structuring tax-efficient exit strategies

Litigation & Forensic Accounting Support

Forensic accounting for financial disputes
Shareholder and partnership dispute valuation reports
Marital business asset division (divorce-related business valuation)

Tailored Valuation Reports for Every Business Need

We provide CPAs and their clients with custom valuation reports designed for specific business needs.

Calculation of Value – A Cost-Effective Starting Point

Preliminary business valuation estimate
Useful for internal planning & financial projections

Summary Valuation Report – Comprehensive & Widely Accepted

Includes industry benchmarks & financial performance review
Ideal for tax planning, business sales & buyouts

Abbreviated Litigation Report – For Legal & Dispute Resolution

Structured for shareholder disputes & legal proceedings
Court-admissible forensic valuation reports

Why CPAs Trust White Oak Legacy Partners

Partnering with CPAs to Provide Expert Business Valuations – We complement your financial expertise with accurate, defensible valuation services.
Court-Admissible, Defensible Reports – All valuations align with legal, tax, and compliance standards.
Forensic Accounting & Litigation Support – We help clients navigate financial disputes, M&A transactions, and business transitions.

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