Succession and Family Wealth Planning Valuations

Transitioning your business to the next generation is an important step. GBQ can make sure you’re covering all bases.

Independent valuations with reasoned positions and comprehensive documentation are often the centerpiece of a business owner’s succession plan. GBQ has extensive experience in performing complex valuation analyses and documenting our opinions with comprehensive reports that are designed to withstand potential IRS review and scrutiny.

We work closely with client companies and their advisors on valuations for succession and family wealth planning purposes.

Empowering growth is only a conversation away. Let’s Connect.

Why GBQ?

Empowering growth is what we do, but our distinct personality is who we are and what makes us the place where people want to work and with whom clients want to do business.

Local Decision Making

Hands-on, collaborative approach within the local market

Bench Strength

Dedicated team with long-term experience in empowering growth

Technical Expertise

Entrepreneurial spirit with multi-national firm experience

Quality Service

Unmatched advice and strategies grounded in a fair fee

Get Started

GBQ has empowered my growth by getting involved in the startup community and making sure we are taking the right steps.

Gary Ross

Founder & CEO, Med-Compliance IQ

GBQ has grown to what is a major player in the central Ohio market. People respect them and feel that they can provide great services.

Chuck Gehring

President & CEO, LifeCare Alliance

My favorite thing about working with GBQ is that they have been able to help me grow as an individual. They really get involved and understand your business.

Billy Vickers

President & CEO, Modular Assembly Innovations

I view GBQ as an extension of our management. They are engaging and responsive and are great people to work with.

Phil Ryser

Executive Vice President, Stanley Steemer

GBQ is not afraid to push us into directions that are outside traditional credit union space. Their level of expertise is comforting.

Dan Sutton

President/CEO, Kemba Credit Union

GBQ has empowered me by changing as my business and personal needs have changed. At GBQ, I know all of my needs will be met.

Angela Petro

Founder, Owner, CEO, Together & Co. and Sweet Carrot

When we sit and talk together, we can understand all of the content of the task on hand. That demonstrates a great partnership.

Hassan Saadat

Senior Vice President, Jefferson Industries Corporation

We had been using one of the Big Four and ended up going with GBQ. They understand our business, have a great team, and give us great advice.

Jim Holloway

CEO & Treasurer, Contract Lumber

What we love most about GBQ is their ability to listen to our concerns and not give us a box to fit into. There is no ceiling, no limitations.

Jim Smith

CEO, Elford

GBQ has our vested interest at heart as they serve us; that’s a differentiator. They understand our business and are invested in our success.

Mark Solomon

President & CEO, Primary Financial Company

GBQ has empowered our growth by helping us understand what we need to do to become firmly in the black.

Merry Korn

CEO, Pearl Interactive Network

GBQ has so many different areas of expertise that there is always someone I can turn to that can answer my question.

Misty Marcum

CFO, SEA Limited

Specialized In Your Industry

Software and Technology

Connecting your business to success.

Construction

You’ve built your business. We’ve built a solid practice to help support your growth.

Health Care Providers

We have the cure for the challenges your industry faces.

Financial Services

Your industry is complex, but you remain committed to excellence. So do we.

Government

Bringing unique experience to a unique industry

Japanese Business Services

Based in Ohio, with a reach and an understanding that spans the globe.

Real Estate

You deal in transactions, and we deal in the best interests of your business.

Manufacturing & Distribution

Together, we can develop and deliver successful outcomes.

Nonprofit

You care about the community, and so do we.

Transportation and Logistics

We help to get you from Point A to Point B

Retail

Don’t just count every sale. Make every sale count.

Professional Services

GBQ understands professional services firms for one simple reason: we are one.