Business Valuation

Swartz Retson has provided business valuation and business appraisal support services for several decades. The growing complexities in these areas require our professionals be independent and accurate so that our findings will withstand a high degree of scrutiny.

A business often represents the most significant asset in an individual’s net worth. When the need arises to determine its value, you need a firm that will deliver an objective, professionally prepared business valuation. We have performed hundreds of valuations in various industries for numerous reasons. Our valuation professionals bring essential credentials, specialty expertise and demanding analytical skills needed for a defensible valuation. In addition, our valuation professionals take several continuing education courses each year to keep abreast of the latest valuation techniques.

Our firm follows valuation standards developed by the American Institute of Certified Public Accountants (AICPA). Each of our experienced valuation professionals holds the AICPA’s Accredited in Business Valuation credential (ABV).

We deliver business valuations via a formal report based on extensive research and analysis of your operations, financial results and industry. Our results are designed to stand up to government or civil scrutiny.

Swartz Retson performs business valuations for many reasons, including, but not limited to:

• Estate & Gift Tax Planning
• Succession Planning
• Buy/Sell Agreements
• Mergers & Acquisitions
• Shareholder Disputes

Contact us to learn more about our business valuations and business appraisal services.

Need Business Valuation Assistance?

Contact Us

Email, call, or visit our office

235 East 86th Avenue
Merrillville, IN 46410

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Our mission is to provide timely, professional, and ethical business advisory services to our clientele, be actively involved in our community and promote professional and personnel in a working environment that encourages initiative, innovation and teamwork


235 East 86th Avenue
    Merrillville, IN, 46410

Swartz Retson Northwest Indiana CPA Firm is trusted by clients in Lake County Indiana communities including Crown Point, Dyer, East Chicago, Gary, Hammond, Highland, Hobart, Merrillville, Munster, Schererville, and St John; and Porter County Indiana communities including Chesterton, Portage, and Valparaiso.


We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets and other documents;
  • Information about your transactions with us, our affiliates, or others;
  • Information we receive from a consumer-reporting agency.

  • We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

    We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

    If you have any questions about this policy, please do not hesitate to contact us.

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