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