Valuation at the Center of Our Practice
The Valuation Group provides independent business valuation services for attorneys, CPAs, business owners, trustees, executives, investors, auditors, and advisory firms that need a clear, supportable conclusion of value.
We value closely held companies, professional practices, family businesses, ownership interests, operating entities, and business assets for litigation, tax, transaction, succession, financial reporting, and planning purposes.
Valuation is not one of many services we offer. It is the center of our practice. Our role is to analyze the company, the industry, the financial evidence, the applicable standard of value, the valuation date, the purpose of the engagement, and the risks affecting expected future economic benefit.
When Business Valuation Is Needed
Business valuation is often required when ownership, tax, litigation, succession, or transaction decisions turn on the value of a company or ownership interest. These matters may involve shareholder disputes, buy-sell agreements, estate and gift tax filings, marital dissolution, business transactions, ESOPs, tax controversy, charitable contributions, succession planning, or minority interest discounts.
A well-prepared business valuation does more than produce a number. It explains the reasoning behind the conclusion, the evidence considered, the assumptions made, and the valuation methods applied.
Business Valuation Services
Lost Profits Analysis
We analyze claimed lost profits involving breach of contract, business interruption, franchise disputes, intellectual property matters, commercial disputes, and other matters where a business alleges lost income or impaired earnings.
Lost Business Value
Some disputes involve allegations that a business was impaired, destroyed, forced to close, or deprived of enterprise value. We analyze lost business value, going-concern value, business destruction claims, and related valuation issues.
Breach of Contract Damages
We provide damages analysis in breach of contract matters involving lost profits, lost revenue, increased costs, unpaid amounts, mitigation, reliance issues, business value effects, and other measurable economic consequences.
Business Interruption & Insurance Claims Analysis
We provide financial analysis in business interruption, lost income, extra expense, and insurance-related economic loss matters. Our work supports insurance defense counsel, coverage counsel, carriers, claims professionals, policyholders, and attorneys requiring clear analysis of claimed financial loss.
Disability, Lost Earnings & Insurance-Related Economic Loss
We analyze lost earnings, lost earning capacity, disability-related economic loss, business-owner income loss, policy-related economic claims, and other insurance-related financial matters requiring analysis of income, capacity, and financial impact.
Fraud & Financial Investigation Support
We assist in matters involving suspected misappropriation, diverted revenue, related-party transactions, unexplained financial activity, owner compensation disputes, improper distributions, and other financial issues requiring forensic review.
Professional Practice & Personal Goodwill Disputes
We analyze disputes involving professional practices, provider-dependent businesses, personal goodwill, enterprise goodwill, referral sources, client or patient relationships, owner production, and the economic value attached to the individual versus the enterprise.
Expert Witness & Litigation Support
We provide report support, damages analysis, rebuttal support, deposition preparation, mediation assistance, arbitration support, and expert testimony assistance in matters involving disputed financial conclusions.
Rebuttal & Review of Opposing Expert Reports
We review opposing expert reports, damages models, valuation assumptions, normalization adjustments, discount rates, market multiples, lost-profit models, causation assumptions, and financial schedules to identify unsupported assumptions, methodological weaknesses, and issues requiring rebuttal or further discovery.
Built for Dispute Resolution
Our reports and analyses are built for professional review, negotiation, mediation, arbitration, litigation, and expert scrutiny. We focus on financial evidence, methodology, assumptions, causation, supportability, and clear presentation of the conclusion.When financial loss, business value, or economic harm is disputed, The Valuation Group provides the forensic analysis and damages work product needed to support the matter.
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Looking for Clear, Defensible Financial Analysis?
Connect with our professionals to discuss your valuation, forensic, or advisory needs and determine the right solution for your engagement.