Mark Wheeler holding jacket over shoulder and walking with other team members walking behind him outside.

Business Valuation

The relationship you need to take you where you want to go

Get the expertise you need to assess the value of your busines and its underlying assets. Our firm has been serving businesses for over 90 years. We understand the importance of delivering accurate and defensible valuation reports to help you make sound business planning decisions. Your Hantzmon Wiebel team has the experience and expertise to help you take the next right step.

Services:

 

  • Management planning
  • Estate & gift
  • Employee Stock Ownership Plans (ESOP)
  • Mergers & Acquisitions
  • Collaborative divorce

Meet The Team

Chris Brubaker CPA in circle with grey brick background

Christopher C. Brubaker has more than 20 years of public accounting experience and joined Hantzmon Wiebel in 2008. He enjoys finding creative solutions to help his clients solve problems and reach their goals.

Mark Wheeler CPA in circle with grey brick background

Mark P. Wheeler joined Hantzmon Wiebel in 2012. Mark enjoys helping clients solve problems and plan for the future by creating solutions for their businesses. He has a particular knowledge in business valuation for gifts, estate, sales, management planning, and Employee Stock Ownership Plans (ESOPs).

Related Articles:

 

What Buyers and Sellers Should Know About Earnouts

What Buyers and Sellers Should Know About Earnouts

It is not uncommon for private company M&A deals to include an earnout. This is a risk-allocation mechanism whereby a portion of the purchase price is deferred and is based on the performance of the acquired business over a specified period. The purchase agreement...

Tax Court Ruling Clarifies Profits Interest

Tax Court Ruling Clarifies Profits Interest

In a recent case, the Tax Court upheld the idea that receipt of a partnership’s “profits interest” is a non-taxable event as detailed in Revenue Procedure 93-27. This case provides guidance on the treatment of the receipt of a profits interest. A “profits interest”...

M&A Deal Value Falls While Count Remains Steady

M&A Deal Value Falls While Count Remains Steady

The value of global merger and acquisition (M&A) deals was lower in the second quarter of this year even as the number of announced or completed deals flirted with near-record highs, according to the PitchBook Global M&A Report for the second quarter of 2023. Deal...