Services

Third-party or Private Label Business Valuations
Business valuations for accounting and law firms, business brokers, and real estate agencies completed on your firm's letterhead.  Continue your firm's value and brand recognition to clients by offering an accredited business valuation without paying for this resource full-time.

Mergers and Acquisitions
When buying, selling, dividing, and combining business, Portside Advisor's Mergers and Acquisitions service values the importance of accuracy. We put balance sheets and income statements through a thorough study before concluding the value. Fair and precise valuation is always ensured for the parties involved.

Sale of the Business or a Partial Interest
Know your firm's full value whether you are selling or sharing interests in the business.

SBA Valuations
Our SBA valuation service professionally determines the value of a business or shares of a business to be presented to the Small Business Administration and/or possible investors. We offer a conclusion of value based on relevant facts and informed judgment to determine the aggregate. SBA_SOP

401K Valuations
In a Rollover for Business Startup arrangement, a business valuation is required to keep files compliant for the IRS throughout the life of a business.

Purchase of a Business
Caveat emptor!  It is exciting to own your own business.  Start out on the right foot by ensuring the purchase price is at Fair Market Value. 

Buy-sell Agreement Between Owners
Whether you are looking to purchase a business or looking to sell, we will help you determine if the price is right.  

409A Valuations
A 409A valuation is the process of valuing a company’s common stock in order to issue stock-options (or any other deferred compensation) to its employees.

Estate and Gift Taxes 
The Estate and Gift Tax service provides valuation of property according to IRS specification with utmost concern for the parties involved. Upon determining the Gross Estate at market value our team completes thorough analysis to determine all possible deductions.

Litigation 
Portside Advisors’ litigation support services have a reputation for being unbiased and precise. We study every accounting and financial aspect of a case to produce reliable data for trial.