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Services

M&A/Succession

With over two decades of experience, our Certified Valuation Analysts (CVA) specialize in helping closely-held businesses, partnerships, and corporations assess their value during pivotal moments such as ownership transitions, buy/sell agreements, and strategic growth initiatives. Our valuation process goes beyond standard methodologies by incorporating industry trends, local economic factors, and unique business considerations to deliver tailored insights.

Our valuation services are designed to support businesses in identifying operational efficiencies, enhancing market appeal, and preparing for successful transitions. Whether you're contemplating retirement, grooming the next generation for leadership, or positioning your company for acquisition, our team provides the clarity and guidance needed to navigate complex decisions with confidence.

We collaborate closely with legal professionals to offer financial analysis and expert testimony during litigation, ensuring our clients are well-supported in every scenario. As active members of the National Association of Certified Valuation Analysts, we uphold rigorous standards of education and training to deliver exceptional service.

Our consultants build deep relationships by understanding your business history and future aspirations. This enables us to craft customized strategies that address challenges such as legislative changes, audit readiness, and process optimization.

Our core services include:

- Mergers and acquisitions advisory

- Buy/Sell Agreements

- Divorce

- Succession and retirement planning

- Estate, gift, and trust planning

- Business valuation

- Transactional consulting services

With offices in Charleston, Parkersburg, Huntington, and Morgantown, West Virginia, and through our affiliation with Allinial Global—a network of independent accounting firms worldwide—we offer both domestic and international reach to address the diverse needs of our clients.

Let Suttle & Stalnaker guide you through the complexities of business valuation and strategic planning, empowering you to achieve your goals with confidence and clarity.

Our team of experienced tax, audit, accounting, and advisory professionals are invested in helping you reach your goals today.