Independent, credentialed valuations of closely held businesses and ownership interests — built to withstand scrutiny from buyers, courts, and taxing authorities alike.
A business valuation is an independent determination of what a company or ownership interest is worth, grounded in recognized methodology rather than a rule of thumb. The right approach depends heavily on the purpose: a valuation prepared for a sale, a valuation prepared for a tax filing, and a valuation prepared for litigation can all reach different — equally defensible — conclusions about the same business, because each is answering a different question under a different standard of value.
Our valuations are built to hold up under the scrutiny they'll actually face, whether that's a buyer's diligence team, a co-owner's attorney, or an IRS examiner.
Values the business based on its ability to generate future economic benefit, typically through a discounted cash flow or capitalization of earnings method. This is usually the primary approach for established, profitable operating companies.
Values the business by reference to how the market prices comparable businesses — either public company multiples or actual private transaction data.
Values the business based on the net value of its underlying assets and liabilities, typically most relevant for asset-heavy, holding, or early-stage/pre-profit companies.
Independent value opinions supporting a pending or contemplated sale, purchase, merger, or recapitalization — for both buy-side and sell-side clients.
Valuations supporting partner buy-ins/buy-outs, ownership restructuring, buy-sell agreement funding, and succession planning.
Independent opinions on whether the financial terms of a proposed transaction are fair, from a financial point of view, to a company's shareholders.
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Owners who need an independent view of value — for a sale, a partner transition, or simply to understand where they stand.
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Counsel and wealth advisors who need a credentialed, court-ready valuation to support their client's matter.
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Ownership groups working through a buy-in, buy-out, or restructuring who need an independent number both sides can rely on.
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Trustees and fiduciaries who need a defensible valuation to satisfy their duty of care in administering an estate or trust.
Contact us to discuss the valuation you need and how we'd approach it — all inquiries are confidential.