CAPABILITIES

Business Valuation

Determining true worth and value requires scrutiny over the smallest of details. Having performed more than 600 business valuation engagements, we have the experience to properly analyze and evaluate all objective and subjective information in developing sound and credible opinions of value.

Having a clear and accurate understanding of your business’s worth can be a gamechanger when it comes to transactions, decisions, and disputes. We work collaboratively with you on a valuation process that is objective and customizable with a wide array of techniques, methods, and models that are right for your unique situation. Sansiveri — with credentials including Accredited in Business Valuation by the AICPA, Certified Valuation Analyst, and Certified Business Appraiser —  brings you a wealth of experience working on basic and complex valuation engagements across a variety of industries.

What we do

  • Determining values or establishing methodologies to be referenced in stockholder agreements
  • Business valuation as it applies to estate planning
  • Determining business values in the context of marital dissolution and stockholder disputes and providing expert testimony, as required
  • Determining the value of businesses being acquired, sold, or merged
  • Consulting with shareholders to implement strategies to increase the value of a business
  • Tax valuation on assets involved in tax disputes, estate and gift taxes, built-in gains, and succession planning
  • Financial reporting including asset impairment analysis and purchase price allocations

Catherine M. Parente

CPA/ABV/CFF, CVA, CFE, MAFF, Partner

Catherine has over 35 years of public accounting experience, providing advisory and auditing services to clients in industries including manufacturing, wholesale, distribution, construction, and retail. She has been qualified as an expert witness numerous times and has been deposed in both federal and state courts throughout the country.

Email | LinkedIn | Direct: 401-752-0518

40+

Years in Business

Locally owned, controlled, and managed. Since day one.

MORE WAYS WE CAN HELP YOU DEFINE THE FUTURE

Audit & Accounting

Results-driven ideas focusing on strategic and operational issues, in addition to strengthening internal controls to protect assets

Business Strategy

In-depth expertise aligning vision and resources to help you compete, tap into opportunities, and maximize profit — now and into the future

Employee Benefit Plan Audits

Rigorous analysis ensuring that employers meet reporting requirements, have viable internal controls in place, and are informed of any new financial reporting changes

Forensic Services

A wide array of tools and methods to uncover fraud, reduce risk, and safeguard against any activity jeopardizing your operation

High Net-Worth Individuals & Family Groups

An integrated and calculated approach to help high net-worth individuals and their families optimize and secure their personal wealth

Tax Consulting & Compliance

Thorough understanding of tax law changes, regulations, pronouncements, and court decisions put into practice to ensure good standing and minimized liability
Industries

No matter your area of work, chances are good that we'll be ready for the challenge

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Our Story

Rooted in tradition & locally owned, controlled, and managed — since 1975

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