Business valuation
What is your business valuation need?
Value Growth
Sell
Acquire
Retire
New Partner(s)
Dispute
What is a business valuation?
A business valuation is the process of determining the economic value of a business by analyzing its financial performance, assets, cash flow, market position, and industry trends.
It helps business owners understand their company’s worth for purposes such as selling a business, buying a business, investment decisions, tax planning, or litigation.
A well-supported business appraisal ensures informed decision-making, protects business interests, and maximizes value in mergers, acquisitions, and exit strategies.
Who needs a business valuation?
Business owners, investors, and stakeholders need a business valuation when making important financial decisions, such as selling a business, buying a business, or seeking investment funding.
Valuations are also essential for estate planning, business succession, partnership disputes, divorce settlements, and tax compliance.
Whether you’re preparing for a merger or acquisition, securing financing, or planning an exit strategy, a professional business appraisal provides the clarity and data needed to make informed decisions.
Our Team
Meet Our Valuation Analysts
Jessica MacDonald
CPA, CVA, CFE
Jaimie Klawitter
CPA, CVA
Kathleen Nicholas
CPA, CVA
Kenneth Schmidt
CPA, CVA
Merger and acquisitions
Case Study
While preparing a valuation of a company facing a possible merger, we were able to identify several key expenses that were categorized incorrectly. These items were legitimate business expenses but for valuation purposes were outside the normal course of business. As such, these expenses could be removed for valuation purposes. This had the effect of increasing the company’s value significantly. It’s important when preparing a business valuation to ask questions and look for key information that can affect value.
Determining Accurate Value
In addition to following established professional guidelines, the valuation expert must use judgment and experience as business valuation is not an exact science. Our firm has years of experience conducting business valuations in a variety of fields and industries. We put this experience and knowledge to work for you to meet your valuation needs.
Business valuation guidelines are established by the Internal Revenue Service, American Institute of Certified Public Accountants, National Association of Certified Valuation Analysts, and other widely-accepted valuation organizations. Utilizing the broad range of available authoritative resources, we are able to tailor our valuations to the specific need and level of detail required in each case we work on.