Valuation

Know the value of your business. Valuations available for business owners and for litigation purposes.

Common Applications & Uses:

Business valuations are prepared for many purposes including most commonly:

  • Purchase or sale of closely held businesses
  • Mergers
  • Buy-in/buy-out of partners
  • Bank financing
  • Estate tax compliance
  • Marital dissolution/divorce
  • Court-appointed valuations in dispute
  • Minority shareholder disputes and litigation
  • Bankruptcy
  • Mediation
  • Binding arbitration

  • Are you looking to purchase a business?
  • Are you selling your business?
  • Are you conducting a merger?
  • Do you need to calculate the buy-in price of a new partner?
  • Is an exiting partner looking for a buy-out price of their ownership?
  • Is your bank requesting a business valuation for financing?

Knowing what your business is worth can help you make better strategic business decisions. An experienced and knowledgeable valuation expert from our team can prepare a tailored business valuation and advise you on options based on our findings.

What You Can Expect From Us:

Valuation Report
Our specialists conduct in-depth examinations to uncover critical details and insights.

Proactive Strategies
Our forward-thinking approach anticipates potential challenges and opportunities, keeping you ahead of the curve.

Seamless Communication and Collaboration
From start to finish, we provide consistent communication, guidance, and collaboration to keep you informed and engaged.

In a litigation situation, the valuation expert you collaborate with must have in-depth accounting and valuation knowledge. Business valuation is not an exact science and Certified Valuation Analysts (CVAs), in addition to following established guidelines, must use professional judgment and experience while performing business valuations.

Business valuations prepared for litigation purposes include:

  • Marital dissolution/divorce
  • Court-appointed valuations in dispute
  • Partner disputes
  • Bankruptcy
  • Mediation
  • Binding arbitration

What we deliver:

Optimal Client Outcomes
We strive to achieve the best possible scenarios for your client based on thorough analysis and available data.

Comprehensive Case Building
We provide meticulous and thorough investigations to help build your case.

Dedicated Client Advocacy
Our team passionately fights to uncover the truth, advocating fiercely on behalf of your client.

Trusted Expert Witnesses
Our experts provide reliable and credible testimony on the witness stand, strengthening your case with their expertise.

What You Can Expect From Us

Financial
Clarity
Thorough
Investigation
Proactive
Strategies
Seamless
Communication
Empathy and
Understanding
Expertise Throughout
the Process

Determining Accurate Value

In addition to following established professional guidelines, the valuation expert must use judgment and experience as business valuation is not an exact science. Our firm has years of experience conducting business valuations in a variety of fields and industries. We put this experience and knowledge to work for you to meet your valuation needs.

Business valuation guidelines are established by the Internal Revenue Service, American Institute of Certified Public Accountants, National Association of Certified Valuation Analysts, and other widely-accepted valuation organizations. Utilizing the broad range of available authoritative resources, we are able to tailor our valuations to the specific need and level of detail required in each case we work on.

Case Studies

  • Merger on the Horizon

    While preparing a valuation of a company facing a possible merger, we were able to identify several key expenses that were categorized incorrectly. These items were legitimate business expenses but for valuation purposes were outside the normal course of business. As such, these expenses could be removed for valuation purposes. This had the effect of increasing the company’s value significantly. It’s important when preparing a business valuation to ask questions and look for key information that can affect value.

  • Value Revealed

    In a recent divorce case, the husband had been deducting quite a few personal expenses through his business. This amounted to about $50,000 per year. This increased the value of the business by over $200,000 of which his wife was entitled to half.