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, the company's management or an outside buyer
• 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 deep and broad experience valuing closely held business interests for all of the above purposes. Our professionals are adept in a wide range of valuation methodologies and knowledgeable about a great many industries. Once we thoroughly understand your goals, we will 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.