Business Valuation Services

Know What Your Business is Worth—And Why It Matters

Whether you’re selling, raising capital, going through a merger, or planning your exit, our Business Valuation Services provide a clear, defensible, and detailed assessment of your company’s true market value.

What Are Business Valuation Services?

Business valuation is the process of determining the economic value of a company. It considers your financials, market conditions, assets, liabilities, and future earnings potential. Our valuations meet IRS, legal, and financial institution standards and can be used in a variety of high-stakes scenarios.

We combine deep financial expertise with industry-standard methodologies to ensure accuracy, credibility, and clarity.

Why Choose Our Business Valuation Services?

  • Objective and Unbiased: We offer third-party, impartial valuations that withstand scrutiny from investors, lenders, and courts.
  • Valuations You Can Use: From buy-sell agreements to divorce proceedings to succession planning—we’ve got you covered.
  • Certified Experts: Our team includes CPAs and professionals experienced in valuation methodologies like DCF, market comps, and asset-based approaches.
  • In-Depth, Easy-to-Understand Reports: We translate complex financial data into clear, actionable insights.

Our Business Valuation Services Include:

  1. Valuations for Transactions & Investment:
    • Mergers, acquisitions, and sales
    • Raising equity or debt capital
    • Partner buy-ins and buyouts
  2. Valuations for Legal & Tax Purposes
    • Estate and gift tax reporting (IRS compliance)
    • Divorce settlements
    • Litigation support and shareholder disputes
  3. Succession & Exit Planning
    • Retirement and succession strategy
    • ESOP planning
    • Pre-sale readiness evaluations
  4. Financial Modeling & Forecasting
    • Pro forma financials
    • Earnings projections
    • Scenario analysis
  5. Other Valuations
    • Purchase Price Allocation – ASC 805
    • Goodwill Impairment Testing – ASC 350
    • Asset Impairment Tests – ASC 360
    • Equity Instrument Valuation (e.g. Stock Options, Warrants, etc.)
    • Fair Value Measurement– ASC 820 and 825

How It Works

  • Initial Consultation: We discuss your goals, industry, and valuation purpose.
  • Document Review & Analysis: We analyze your financials, market data, and business drivers.
  • Valuation Report Delivery: You receive a comprehensive, IRS- and court-ready valuation report.

Who We Serve

– Private Business Owners
– Family-Owned Enterprises
– Startups & Scale-Ups
– Law Firms, CPAs, and Financial Advisors