Case Study: Jenkins, Magnus, Volk & Carroll, P.C. achieves faster, more accurate business valuations for smoother client transitions with ADP (BizEquity)

Helping clients to understand the value of their business

Jenkins, Magnus, Volk & Carroll, P.C. is a full-service accounting firm with more than 75 years of experience helping clients plan for taxes, financial reporting and ownership transitions. Facing frequent client needs around retirement and succession planning, the firm needed a reliable, industry-agnostic way to determine business value so owners could make informed decisions about selling, gifting or scaling their companies.

The firm adopted the BizEquity valuation tool to deliver fast, accurate valuations that support strategic conversations and transition planning. Using BizEquity, Jenkins Magnus provided a valuation that matched a third-party appraisal within $25,000, enabling a swift agreement and closing within six months; overall the tool has improved client advising, shortened negotiations and added a high-value service to the firm’s offerings.

Jenkins, Magnus, Volk & Carroll, P.C.

Patrick Strausbaugh

CPA and Shareholder