Business valuation

What's the true value of your business interest?

An independent valuation of your business can be vitally important, whether you want to:

• Sell the business to a fellow shareholder, a partner, an outside buyer the company's management or employees
• Gift some or all of your stake in the business to your heirs - a transaction that will require tax reporting
• Create an Employee Stock Ownership Plan (ESOP) or other incentive compensation plan
• Establish a life insurance policy to cover estate taxes

A reputation for experience and objectivity
J.P. Morgan has extensive experience valuing closely held business interests across a broad range of industries. Our professionals are adept in the full spectrum of valuation methodologies. Once we thoroughly understand your goals, we can help you determine the most suitable methodologies.

We have earned a strong reputation for experience and objectivity. Our global reach, proprietary analytical tools and experience enable us to value your business in ways that other institutions simply cannot.

Contact a J.P. Morgan Advisor to learn more about J.P. Morgan's business valuation services. Alternatively, you may contact any J.P. Morgan office.