Business Valuations

When You Might Need a Business Valuation

• Shareholder Transactions – Valuations help facilitate buyouts, shareholder agreements, and capital reorganizations.
• Tax and Estate Planning – Determining the fair value of business interests is critical for tax-efficient corporate restructurings, estate planning, and compliance.
• Financial Reporting – Business valuations are necessary for purchase price allocations, goodwill impairment testing, and other accounting requirements.
• Mergers and Acquisitions – Whether buying or selling a business, understanding fair market value is essential for negotiations and structuring deals.
• Litigation and Dispute Resolution – Legal matters such as shareholder disputes, marital dissolutions, and economic damages often require independent business valuations.
• Exit and Succession Planning – Business owners planning for transition need reliable valuations to guide succession strategies and maximize value.

Business Valuation Services We Provide

Transaction Support Valuations

• M&A Valuations – Assessing the value of businesses involved in mergers, acquisitions, and divestitures to support negotiations and decision-making.
• Fairness Opinions – Providing independent evaluations to determine the financial fairness of a proposed transaction.

Tax and Estate Planning Valuations

• Estate and Gift Tax Valuations – Establishing the fair market value of business interests for estate planning and tax compliance purposes.
• Corporate Restructuring Valuations – Supporting tax-efficient reorganizations, share transfers, and succession planning strategies.

Financial Reporting Valuations

• Purchase Price Allocation (PPA) – Assigning values to acquired assets and liabilities following accounting standards to ensure accurate financial reporting.
• Goodwill Impairment Analysis – Reviewing goodwill on financial statements to determine whether a write-down is required under appropriate accounting standards.
• 409A Valuations – Conducting independent valuations for stock option pricing to ensure compliance with IRS regulations for privately held companies.

Litigation and Dispute Valuations

• Shareholder Dispute Valuations – Offering independent valuations to assist in resolving ownership disagreements and corporate dissolutions.
• Family Law Valuations & Guideline Income Reports – Providing business valuations for matrimonial disputes, including guideline income calculations for spousal and child support considerations
• Economic Loss Quantification – Measuring financial damages in legal cases such as breach of contract, loss of profits, or business interruptions.

Strategic Advisory Valuations

• Exit and Succession Planning Valuations – Estimating business value to facilitate smooth ownership transitions and succession plans.
• Financial Forecasting & Modeling – Developing financial models to support business planning, capital investment decisions, and long-term growth strategies.