Platform Tool

Valuation Services

A certified business valuation is the most important financial document a business owner can have. It's the foundation of every exit plan, estate strategy, financing arrangement, and negotiation. Know your number.

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71%

of business owners have never had a formal valuation

3×

average value premium for businesses with documented value drivers

cost for a complimentary qualification consultation

Valuation Engagements

Every valuation engagement is different. We match the right methodology, standard of value, and report format to your specific purpose.

Exit Planning Valuation

The most common engagement. Understand your current market value, identify the gaps between where you are and where you want to be, and build a roadmap to close them before you go to market.

Establish your baseline value today
Identify value drivers and detractors
Set a realistic exit price target
Build a 3–5 year value enhancement plan

Typical timeline2–4 weeks

M&A Transaction Valuation

When a transaction is imminent — whether you're selling, acquiring, or merging — a certified valuation gives you a defensible, credible position at the negotiating table.

Seller representation in M&A transactions
Acquisition target pricing
Fairness opinions for board approval
Letter of intent (LOI) support

Typical timeline3–6 weeks

Estate & Gift Tax Valuation

IRS-qualified appraisals for estate planning, gifting minority interests, family limited partnerships, and charitable contributions. Prepared to withstand IRS scrutiny.

Estate tax reporting (Form 706)
Gift tax reporting (Form 709)
Charitable contribution deductions
Family limited partnership interests

Typical timeline3–5 weeks

SBA & Bank Financing

Lenders require certified valuations for acquisition loans, partner buyouts, and refinancing. A properly structured report accelerates approval and protects all parties.

SBA 7(a) and 504 loan support
Acquisition financing
Partner buyout financing
Refinancing and recapitalization

Typical timeline2–3 weeks

Litigation & Dispute Support

Expert valuation testimony and reports for shareholder disputes, divorce proceedings, breach of contract claims, and other matters requiring a defensible, court-ready opinion of value.

Shareholder and partner disputes
Divorce and marital dissolution
Breach of contract damages
Insurance claims and loss quantification

Typical timeline4–8 weeks

ESOP Valuation

Federal law requires independent annual valuations for Employee Stock Ownership Plans. Our ESOP valuations satisfy ERISA requirements and protect trustees from liability.

Initial ESOP feasibility analysis
Annual ESOP trustee valuations
ESOP repurchase obligation studies
Synthetic equity plan valuations

Typical timeline4–6 weeks

Valuation Methodologies

We apply the appropriate methodology — or combination of methodologies — based on your business type, purpose, and industry.

Income Approach

Discounted Cash Flow (DCF) & Capitalization of Earnings

Values the business based on its ability to generate future cash flows. Most appropriate for stable, profitable businesses with predictable earnings. Buyers of operating businesses primarily use this approach.

Best for: Profitable businesses with 3+ years of operating history

Market Approach

Guideline Public Companies & Transaction Multiples

Values the business by comparing it to similar companies that have been sold or are publicly traded. Provides a market-based reality check and is often the most persuasive approach in negotiations.

Best for: Businesses in industries with active M&A transaction data

Asset Approach

Adjusted Net Asset Value

Values the business based on the fair market value of its underlying assets minus liabilities. Most appropriate for holding companies, real estate businesses, and companies with significant tangible assets.

Best for: Asset-heavy businesses, holding companies, and liquidation scenarios

Professional Standards & Credentials

Our valuations are prepared in accordance with recognized professional standards and are defensible before the IRS, courts, and sophisticated buyers.

AICPA

American Institute of Certified Public Accountants valuation standards

ASA

American Society of Appraisers Business Valuation Standards

NACVA

National Association of Certified Valuators and Analysts

IRS Rev. Rul. 59-60

IRS guidance for estate and gift tax valuations

Do You Know What Your Business Is Worth?

Find out if you qualify for a complimentary valuation consultation. No obligation. Completely confidential.

Request My Valuation