The Business Valuation Process

Regardless of the circumstance that necessitates a business valuation, our team follows a detailed process that includes:

  • Thorough analysis and discussions with management regarding the business’s historical and projected financial performance
  • Careful study of the qualitative and quantitative factors unique to the business
  • Review of the industry and economic factors that influence a company’s value
  • Determination of appropriate, supportable valuation discounts
  • Synthesizing the results of various valuation approaches to reach a conclusion of value

Our professionals have extensive experience with the valuation process - our team of certified professionals has participated in valuing hundreds of businesses with revenues ranging from thousands to hundreds of millions of dollars in a variety of industries including retail, professional services, technology, healthcare services, wholesale/distribution, food service, industrial manufacturing and fabrication, construction, staffing, and automotive, as well as holding company/estate planning vehicles, just to name a few.

When to Consider a Business Valuation

Tax-Related Business

  • Estate Tax Planning and Compliance
  • Gift Tax Planning and Compliance
  • C to S Corporation Conversion – Built-in Gains Tax Calculation
  • Appraisals for Charitable Contributions
  • Issuance of Stock Options

Financial Reporting

  • Goodwill Impairment Analysis
  • Intangible Asset Impairment Analysis
  • Purchase Price Allocation – Valuation of Intangible Assets
  • Fair Value Measurements for Financial Reporting
  • Issuance of Stock Options

Business Planning & Transaction

  • Succession Planning
  • Strategic Planning
  • Mergers and Acquisitions
  • Purchase or Sale of a Business
  • Divestitures and Redemptions of Shareholder, Partner and Member Interests
  • Shareholder, Partner and Member Buy/Sell Agreements
  • Shareholder Disputes

Other Valuations

  • Domestic Relations
  • Divorce Proceedings
  • Litigation Support
  • Damages/Lost Profit Analysis