Business Valuation
Business valuation services you can defend
What is the business worth, and can you defend that number?
A value is only useful if it survives a challenge. We test the earnings behind the number, document every assumption, and explain the result in plain English.
Who calls us
Attorneys, buyers and sellers, lenders, fiduciaries
Counsel call us when a court, the IRS or the other side will question the value. Buyers, sellers and lenders call us when the price has to be right.
Business Valuation Services
What are business valuation services?
Litigation, tax and estate, transaction and solvency valuations
The right valuation starts with the right question. Answer the questions below to see which valuation fits your purpose.
Start hereYou need to know what a business or ownership interest is worth. Answer each question to identify the purpose; the purpose determines the standard of value and the report.
- 1
Is the valuation for a divorce, partner dispute or other litigation?
YesLitigation Valuation
Defensible, court-ready valuation under the standard of value your jurisdiction requires, with expert testimony.
No, or next - 2
Is it for estate, gift or trust planning or a tax filing?
YesTax & Estate Valuation
Qualified appraisals for IRS reporting, including discounts for lack of control and marketability.
No, or next - 3
Are you buying, selling, adding or buying out an owner?
YesTransaction & Buy-Sell Valuation
Fair market value for negotiations, buy-sell agreements, succession and exit planning.
No, or next - 4
Is the business distressed, insolvent or restructuring?
YesDistressed & Solvency Valuation
Going-concern or liquidation value, solvency testing and reorganization value.
No, or next - 5
Do you only need a range or a starting point, not a full opinion?
YesCalculation Engagement
A lower-cost calculated value using agreed procedures, when a full conclusion of value is not required.
Not sure?Not sure what you need? We help you identify the right standard of value, type of report and scope before you commit. Then choose your report →
Then: what type of report do you need?
Every report follows NACVA and AICPA valuation standards.
Detailed report
A full narrative report for litigation, tax and other high-stakes uses, showing every step of the analysis.
Summary report
A shorter report of the same conclusion of value, when the full narrative is not needed.
Calculation report
A calculated value based on agreed procedures, often used for planning or early negotiations.
Every path starts the same way
A conversation about your purpose, our Business Valuation Questionnaire and a tailored document checklist, all shared through our secure client portal.
Professional services business valuation: what you receive
- A written report with every assumption stated
- Normalized earnings, tested against source documents
- A walkthrough of the findings with you and counsel
- Testimony if the matter goes to court
Let's put a defensible number on it.
1-866-825-0342Client reviews