Services Offered

We are a boutique firm specializing  in a very specific line of services. Rather than trying to be all things to all people, we would rather do a few things very well.

There are many reasons why a business might require a valuation, includiing planning, buy/sell transactions, litigation and taxes.  We have many different levels of service to meet your specific needs from "certified" valuations in accordance with NACVA and AICPA standards, to calculations of value and estimates of value that are strictly for planning purposes.  MORE INFO

Regardless of whether you want to sell your business, grow your business, or just get your life back, there are certain basic principals that apply.  We will partner with you to help you define your goals and make a plan to progress toward reaching them.  We use the Value Builder ProgramTM (proven to increase both value and marketability) and our own soon-to-be-trademarked ValueMap program. Click for more info, free email subscription and free evaluations:  MORE INFO

We are experienced in both valuation work and forensic work for litigation. Roxanne Coffelt is experienced both as a witness of fact and an expert witness, and was referred to as "unflappable" by one local judge.  MORE INFO

Contact Us


PO Box 751

Warsaw, IN 46581


+1 574 267 8853


Copyright 2023 Coffelt CPA