M&T Bank : Business Valuation Services
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Business Valuation Services

Over the years, you have invested a lot of time and resources in developing a business that now likely represents a significant portion of your net worth.  You may find yourself asking, what’s my business worth? 

At M&T we have a dedicated team of professionals who are especially trained to help you in this regard. We can appraise the value of your business, or business interest, to satisfy a number of requirements.

Why Do I Need a Business Valuation?
There are many reasons to have your business valued, but generally business valuation is integral to financial and estate planning and dealing with the unexpected. For example, you may wish to include the business in your lifetime estate planning and need to value transfers of interests to the next generation. If you are no longer able to run the business, what should you expect to receive from your partners under the terms of a buy-sell agreement? 

Some of the reasons to have a business valued include:

  • Reporting a Gift of Stock
  • Setting Up a Buy-Sell Agreement
  • Considering an ESOP
  • Estate Tax Settlement
  • Charitable Contributions
  • Exit and Estate Planning

Why Use M&T to Value Your Business?
Our staff holds the internationally recognized “ASA” accreditation in business valuation from the American Society of Appraisers (ASA). ASA-accredited appraisers follow nationally recognized standards and have met extensive education and experience requirements designed to guide best practices for business valuation.

Contact Us
Find out what your business is worth with M&T’s Business Valuation Services. To learn more, please call John Lindak at 1-800-724-8330.

Investment and Insurance Products: • Are NOT Deposits • Are NOT FDIC-Insured • Are NOT Insured
By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank. M&T Securities, Inc. is licensed as an insurance agent and acts as agent for insurers.

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