Business Valuation
When you are facing an important decision involving your business, having a clear and supportable understanding of its value matters. Business valuations change over time as market conditions, operations, and financial performance evolve. A well-prepared valuation gives you the information you need to move forward with clarity and confidence.
We work with business owners, advisors, and organizations to provide independent valuations of businesses, fractional business interests, minority interests, and portfolio holdings. Our experience includes startups, partnerships, closely-held businesses, joint ventures, and public companies.
We help clients navigate valuations involving complex businesses and both tangible and intangible assets. This includes intellectual property, commercial real estate, machinery and equipment, and structured financing arrangements, for U.S. and cross-border transactions.
Typical intangible assets valued include:
✅ Trade Names | Trademarks | Sales Marks
✅ Licenses
✅ Contracts and Agreements (Customer and Supply Contracts, Power Purchase Agreements, Non-Compete Agreements)
✅ Leases – Land, Building, Equipment
✅ Customer lists
✅ Workforce
✅ Goodwill
✅ Computer technology software (internally developed, externally purchased)
✅ Intellectual Property
✅ Patents, Trade Secrets, In-Process R&D, and other Proprietary Technology
ASC FASC Compliance Valuations
ASC 820 Fair Value Measurements and Disclosures
Alternatives Investments, Illiquid Assets
Complex Financial Structures
ASC 805 Business Combinations
Purchase Price Allocations
ASC 350 Intangibles - Goodwill and Other
ASC 410 Asset Retirement and Environmental Obligations
ASC 360 Property, Plant, and Equipment
Impairment of Long-Lived Assets
ASC 815 Derivatives and Hedging
Transaction Advisory Services
Valuation of Minority Interest and Shareholder Interest
Fairness and Solvency Opinions
Pre-Transaction Support
Post-Transaction Support
Transaction Tax
Investments and Divestments
Financing and Sale-Leasebacks
Securities & Capital Stock Valuations
Estate and Gift Tax Valuation
Marital Dissolution Valuation
Restricted Stock Studies - Rule 144 Stock
Warrants and Stock Options - §409A, PIPE
Worthless Securities - §165
Business Interruption Valuations
Claim Preparation and Negotiations
Property Damage Claims
Claims Program Reviews
Expert Witness
Natural Disaster-Related Losses
Bankruptcy & Restructuring Valuations
Fresh Start Accounting - AICPA SOP 90-7
Corporate Recapitalizations - §368
Debt Forgiveness - §108
Debt Instrument Valuations
Net Operating Loss Carry Forwards - §382
Bankruptcy and Distressed Businesses
10 Reasons Why a Business Valuation is Crucial
Business owners often ask why a formal valuation is necessary, particularly in succession planning or ownership transitions. Clients seek business valuations at different stages and for different reasons, including:
✓ Succession planning, gift and estate tax planning
✓ Expanding the business, adding a new partner
✓ Exit strategy planning, retirement, shareholder transitions
✓ Fundraising, raising equity capital
✓ Financing, refinancing
✓ Considering an employee stock ownership plan, option & stock incentive plans (IRC 409A)
✓ Opportunity to merge or sell
✓ Disputes - shareholder/partnership disputes, divorce proceedings, marital disputes
✓ Liquidations and bankruptcy proceedings
✓ Getting ready for unforeseen events, worst-case scenarios, such as natural disaster-related losses
Knowing the market value of your business is a crucial step for the future of your business; it helps with your strategic plans in achieving your goals. Whether you plan to pass the company on to family members, sell to an outside buyer, add a new partner, or sell to employees. Even if you are not planning to exit anytime soon, knowing the value of your company today will allow you to take steps over the years to enhance and grow its value.