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Business Valuation

Whether you’re thinking about business succession planning, selling your business now or in the future or are experiencing a divorce or dispute, knowing its worth tells you where you stand. 

Business Valuation

What's Your Business Worth?

There are many reasons to conduct a business valuation, including business succession planning, M&A activity, estate & gift tax planning, buy/sell agreements, shareholder/partnership disputes, insurance purposes, divorce, obtaining bank or other financing, or determining the annual per share value of an ESOP. No matter the reason, our Business Valuation professionals offer a practical solution to the question, “How much is my business worth?” 

Our business valuations team is made up of members credentialed by the American Institute of Certified Public Accountants (AICPA) and the National Association of Certified Valuators and Analysts (NACVA), and who have received the Accredited in Business Valuation (ABV) and Certified Valuation Analyst (CVA) designations.

We are dedicated to serving your needs regarding estate and succession planning, mergers and acquisitions, valuation of intangible assets and litigation support. Our business valuation services include:

Financial Reporting
  • Intangible assets (ASC 350)
  • Fair value measurements and disclosures (ASC 820)
  • Impairment or disposal of long-lived assets (ASC 360)
  • Stock Compensation (ASC 718)
  • Estate & gift tax valuations
  • 409A valuations
  • Sec 382 ownership change
  • Intellectual property
  • Shareholder disputes
  • Litigation support
Mergers & Acquisitions
  • Business Combinations (ASC 805)
  • Business entities entering buy-sell agreements
  • Due diligence and transaction support

Types of Reports We Produce

Each valuation assignment is unique, and each engagement requires in-depth analysis and a thorough understanding of the business being valued. However, the findings can be reported in different ways, depending on the circumstances of the engagement.

Calculation Report

Short report, limited calculations

A calculation of the Company will be performed based only on our agreement regarding the valuation approaches and methods that are to be used and the extent of procedures to be performed. These procedures will be more limited than those of a valuation engagement. We will calculate the value of the Company in compliance with the agreement and the calculation report will result in a calculated value, not a conclusion of value. This will not qualify as a valuation engagement and the results of the value may be different if we had performed all the procedures usually performed for a valuation engagement.

Summary Report

Limited report, full calculations

This report is similar to a full valuation report, however much of the narrative material is summarized rather than fully explained in the report thus reducing the cost of a full valuation.

Full Valuation Report

This report would be a full valuation and will result in a conclusion of value of the company. We will be free to consider all valuation approaches and methods and apply the valuation approaches and methods we deem appropriate. This report is typically used when the information will be used by third parties such as tax-related matters, filings with governmental agencies, and litigation.

Buy & Sell Side Due Diligence

Examine Your Company & Enhance Value.

Our deep experience working with clients in many industry segments enables us to understand the key financial, operational and accounting issues faced by similar organizations.

We utilize this knowledge as we conduct our due diligence analysis to deliver key insights into a potential acquisition target, or help a seller maximize value through reverse due diligence.

Our due diligence analysis includes:

  • Quality of earnings review
  • Quality of gross margin and revenue trends and analysis
  • Balance sheet analysis
  • Income statement analysis
  • Analysis of commitments and contingencies
  • Inquiry regarding general operational issues

We focus on revenue stream sustainability, cost structure and the strategic elements of operating the business. Once a transaction is negotiated to the point of a letter of intent, we will work with you to ensure that our report and supporting analysis meets your needs.

Valuation Guidance

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