Our purpose is to be a significant contributor to our clients’ long-term profitability and success. We will continue to strengthen and deepen our existing industry and functional specializations, offering our clients business advice tailored to their companies’ needs

At Daniells, Phillips, Vaughan & Bock, we approach your needs as a team of professionals with diversified skills. Diversity means taking care of your needs, big and small. Diversity means taking care of your needs, big and small. Our team members are passionate about what they do. And it shows. We help you maximize your potential and approach change with confidence.

Recognizing the value of your company can often lead to changes in the structure or direction of your company, leading to greater profits and higher value.

There are many reasons for having a business valuation performed, such as:

• Estate, Gift and/or Income Tax Purposes
• Buy/Sell Agreements
• Marital Dissolution or Other Litigations
• Business Sale, Merger or Purchase
• Financing Purposes
• Estate Planning Purposes
• Corporate Redemptions
• Employee Benefit Plans

The team of professionals at Daniells, Phillips, Vaughan & Bock has the expertise to lead your business on the journey to maximize your potential through the valuation process.

There’s a powerful management analysis and presentation tool we use to help make decisions – Financial Projections and Modeling. This product helps you project and evaluate future financial results to make better business decisions and address your capital requirements. We make a concerted effort to understand your plans – and pinpoint the type of information and assistance you need.

Through the development of a financial model, we design a report with projected statements, balance sheets and a summary of significant accounting policies and assumptions. Finally, we help you evaluate all the financial information that’s been generated - and provide additional assistance as needed.