Business Valuation

As successful owners of a privately owned business, your most important asset may be the value of the firm itself. The sudden death, disability, or retirement of an owner can destroy value. The continued success of your organization and the financial well-being of the existing owners are dependent upon establishing an ownership transition program. Our independent valuation studies are utilized for a variety of purposes:

  • Buy/Sell and Stockholder
  • Ownership Transfers
  • Mergers, Acquisitions and Leveraged Buyouts
  • Employee Stock Ownership Plans
  • Estate and Gift Taxes
  • Expert Witness
  • Profit Sharing and 401(K) Plans
  • Testimony
  • Corporate, Partnership and Marital Dissolution

Our business valuation experts are Accredited in Business Valuation (ABV's) and Certified Valuation Analysts (CVA's) with many years experience.

The ABV designation recognizes CPAs with extensive professional experience in business valuation. The ABV accreditation is granted exclusively to CPAs who elect to demonstrate their business valuation expertise and experience by earning the credential. Since inception, there are less than 1500 CPAs who have achieved ABV status. The advantages of a CPA accredited in Business Valuation include:

  • Rigorous ABV accreditation requirements by AICPA
  • Proven competence in the complexities of business valuation
  • Advanced CPA Training and board knowledge of finance and business
  • Skill in selecting the most appropriate valuation methodology
  • The Certified Valuation Analyst (CVA) is an elite designation for Certified Public Accounts (CPAs). Many consider CPAs the most qualified individuals to provide business and intangible asset valuation services.