Valuation Services

Successfully operating a business enterprise and making sound financial decisions in today’s fast-paced, complex world presents significant challenges. These challenges create a need for a specialized professional — the business valuator! The specific role of the business valuator is to determine the value of tangible and intangible assets held by businesses or individuals. Valuation professionals provide a broad array of services to meet the unique needs of businesses and independent clients. A business valuator may be necessary for financial, legal, business, family, or personal reasons. Business valuation professionals with practical experience as Certified Public Accountants (CPAs) are well prepared to meet the client’s exacting needs. Their varied experience and training in valuation theory and application, litigation support, accounting, tax, auditing, finance, insurance, economics and investments prepare the business valuation analyst to provide the client with a comprehensive analysis and a competent valuation.

Numbers, facts, figures, balance sheets and financial statements simply are not adequate to accurately measure the true fair market value of an asset. Many different approaches and methods of valuation analysis should be reviewed and selectively matched to the asset being valued. Selecting the most appropriate methodology, supported by various types of analysis, including sophisticated mathematical calculations, ratio analysis, industry comparisons, economic and market analysis, relative business risk assessment, and many other considerations, is required to achieve a competent valuation.

When valuing your business or assets it is important to have the assurance that the valuation analyst considers all the relevant information and facts so you get the full economic benefit you deserve. Using a qualified business valuator will give you confidence, peace-of-mind, and the advantage of knowing you will receive a professional product.

Independent & Objective Analysis

Independence is a primary reason for engaging a business valuator. Problems involving a lack of independence, fairness, competence, and disputes among interested parties may be avoided through third-party objectivity. The goal of the business valuator is to provide you with an independent, knowledgeable, credible valuation without personal or emotional issues influencing the analysis and conclusions.

Professional Quality & Standards

A skilled business valuator must meet rigid professional training and testing requirements. Many business valuators earn accreditation through professional organizations such as the National Association of Certified Valuators and Analysts (NACVA). NACVA’s credentialed analysts have completed in-depth and advanced training necessary to competently provide a wide range of business valuation services, using recognized industry standards.

Understanding Value Determination

Most clients seek a business valuation in order to determine an appropriate value of their business or personal assets. Different approaches must be used to determine values of businesses and property, depending on the specific purpose for the valuation. Value is usually expressed in terms of fair value, fair market value, or investment value. Business valuators are specifically trained to identify and determine the most appropriate standard of value for the valuation engagement.

Services Provided

Understanding the full scope of business valuation services is important in identifying specific areas of interest and need. Business valuation clients come from all professions and industries. Included are: attorneys, judges, financial planners and institutions, insurance companies, Certified Public Accountants, business consultants, business owners, real estate appraisers, and business brokers. Reasons to hire a professional business valuator may include:

Tax Purposes:

Management Support:

Business Reasons:

Litigation Situations:

  • Disruption of a Business
  • Dissenting Shareholder Actions
  • Divorce
  • Economic Loss Analysis
  • Fraud
  • Partner Disputes
  • Eminent Domain
  • Mediation and Arbitration
  • Wrongful Death

 

“There is no such thing as an absolute value in this world. You can only estimate what a thing is worth to you.” –Charles Dudley Warner, 1829-1900, American Writer