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Business Valuation Services
Expert Business Valuation and Analysis Services
Determine the true worth of your business with precision and accuracy from certified valuation professionals. Our team offers specialized business appraisal services to accurately determine the value of your company or specific assets.
Our accredited team delivers objective, defensible business valuations that withstand IRS examination, litigation challenges, and regulatory scrutiny. We collaborate closely with advisors, including attorneys and wealth management professionals, to provide comprehensive business valuation and financial services tailored to your needs. With extensive experience across multiple industries, we provide comprehensive valuation analyses backed by CVA, ABV, and CPA designations you can trust. Clients benefit from our team’s expertise, specialized knowledge, and dedicated support, ensuring optimal outcomes throughout the valuation process.
Why Business Valuations are Essential for Your Success
Business valuations provide critical insights that go far beyond financial statements, delivering strategic value for every stage of business ownership:
Objective Assessment: Get an unbiased perspective on your company’s worth, removing emotional attachment from financial decisions.
Strategic Planning: Make informed decisions about buying, selling, or restructuring with confidence in your business’s true market value.
Legal Protection: Satisfy IRS requirements, litigation demands, and auditor compliance with professionally defensible valuations.
Financial Reporting: Meet increasingly strict regulatory standards for goodwill impairment testing and purchase price allocations.
Estate Planning: Accurately value business interests for gift and estate tax purposes, ensuring optimal wealth transfer strategies.
Identify Opportunities to Improve Value: Business valuations can help business owners pinpoint areas to improve their company’s value and boost future financial outcomes.
Increase Business Worth: Understanding the factors that influence valuation, such as industry trends and capital sources, can lead to an increase in your business’s overall worth.
Professional business valuation services ensure your business worth assessment is credible, comprehensive, and legally defensible across all purposes.
To learn more about the business valuation process and how it can impact your company, contact our team today.
Our Business Valuation Services
Small Business Valuations
We specialize in custom valuations for family-owned businesses, partnerships, and closely held businesses. Our team focuses on detailed analysis for companies valued from $1 million to $50 million, with particular expertise in owner-operator businesses and succession planning needs. We understand the unique challenges of valuing smaller enterprises and provide clarity for buy sell agreements and ownership transitions.
Enterprise Business Valuations
Our professionals handle complex valuations for large corporations and multi-entity structures. We deliver M&A transaction support, fairness opinions, and public company reporting valuations. Our depth of experience includes impairment testing, goodwill assessments, and sophisticated financial modeling for enterprise-level deals.
Valuing Intangible Assets
Intangible assets—such as patents, trademarks, copyrights, and proprietary technology—are often among the most valuable components of a business, yet they can be challenging to quantify. Our business valuation services are designed to help clients understand the true impact of these intangible assets on their company’s overall value.
Our team of seasoned professionals brings extensive experience in identifying and valuing a wide range of intangible assets, including goodwill, trade names, customer relationships, and intellectual property. We employ a variety of proven valuation methodologies, such as the cost approach, market approach, and income approach, to ensure that each intangible asset is accurately assessed based on its unique characteristics and contribution to your business.
Whether you require valuation services for financial reporting, tax compliance, or litigation support, we deliver comprehensive reports that clearly outline our valuation analyses, methodologies, and conclusions. Our professionals work closely with each client to understand the specific nature and purpose of the valuation, providing tailored insights that support informed decision-making and strategic planning.
By leveraging our in-depth knowledge and industry expertise, we help clients gain a clear understanding of their intangible assets and how these assets drive business worth, shareholder value, and future growth. Our commitment is to provide clarity and confidence in every valuation, empowering you to maximize the value of your business interests.
Our Top 10 Business Valuation Purposes
Merger and Acquisition Transactions: Due diligence support and purchase price analysis for buyers and sellers
Estate and Gift Tax Planning: IRS-compliant valuations for wealth transfer and succession strategies
Financial Reporting: ASC 820 fair value measurements and purchase price allocations for auditors
Shareholder Disputes: Expert testimony and litigation support services for ownership conflicts
Buy-Sell Agreements: Annual valuations for ownership transfer mechanisms and partnership agreements
Divorce Proceedings: Marital asset division and settlement negotiations with court-accepted analysis
Employee Stock Ownership Plans (ESOPs): Annual administrative valuations for equity compensation programs
Insurance Claims: Business interruption and key person life insurance claim support
Tax Compliance: Section 409A and Section 83(b) equity compensation valuations for derivatives and stock options
Restructuring and Bankruptcy: Solvency opinions and asset liquidation analysis for distressed situations
Our Business Valuation Process
Our team can generate tailored valuation reports and analyses to meet each client’s unique needs, whether for comprehensive business evaluations or specific asset or interest valuations.
5.1 Initial Assessment and Data Gathering
The valuation process begins with a thorough initial assessment and data gathering phase. It is crucial to accurately identify the subject of the valuation, ensuring that all subsequent analysis is focused on the correct entity or asset. This step involves collecting relevant financial statements, operational data, and industry information.
5.4 Report Delivery and Support
Upon completion of the analysis, we deliver a detailed valuation report. The report includes an overview that summarizes the company, industry, economic factors, and key analysis details, providing a comprehensive snapshot of the overall assessment. Our team remains available to support clients in interpreting the results and addressing any follow-up questions.
Step 1: Initial Assessment and Data Gathering
We begin by reviewing your financial statements for the past 3-5 years, analyzing industry conditions and competitive landscape. Our team works to understand your business operations, management structure, and strategic position to provide comprehensive insights into value drivers.
Step 2: Valuation Approach Selection
Our professionals apply multiple methodologies tailored to your specific situation: Income Approach using discounted cash flow (DCF) analysis based on future projections, Market Approach utilizing comparable company and transaction multiples analysis, and Asset Approach for net asset value calculations when appropriate for asset-intensive businesses.
Step 3: Financial Analysis and Adjustments
We normalize earnings by removing non-recurring and owner-specific items, calculate appropriate discount rates and market multiples, and apply discounts for lack of control and marketability as applicable. Our analysis includes intangible assets evaluation and goodwill assessment.
Step 4: Report Delivery and Support
You receive a comprehensive valuation report with detailed exhibits, assumptions, and methodology explanations. We provide ongoing consultation for implementation questions and expert witness testimony support if your valuation is challenged by attorneys, auditors, or regulatory authorities.
Customer Testimonials
“Their business valuation helped us secure the best purchase price for our manufacturing company sale. The detailed analysis gave us confidence throughout the entire transaction process.” – Jennifer M., Business Owner
“The comprehensive valuation report withstood rigorous IRS scrutiny during our estate planning process. Their expertise saved our family significant tax exposure.” – Robert K., Family Business Founder
“When we needed litigation support for our shareholder dispute, their team provided expert testimony that was crucial to achieving a favorable settlement.” – Michael S., Corporate Attorney
Frequently Asked Questions
Typical timeline ranges from 2-6 weeks depending on business complexity and valuation purpose. Rush services are available for urgent transaction deadlines. Data availability, industry analysis requirements, and the variety of valuation approaches needed impact completion time.
We require 3-5 years of financial statements and tax returns, current year interim financials and budget projections, plus detailed information about management, operations, competitive position, and any unique intangible assets or business interests.
Yes, our credentialed professionals provide litigation support and have testified in federal and state courts. We have an extensive track record of delivering defendable valuations that withstand cross-examination by opposing attorneys and satisfy judicial requirements.