Independent Valuation of Professional Practices and Goodwill
The Valuation Group provides valuation and financial analysis in disputes involving professional practices, provider-dependent businesses, personal goodwill, enterprise goodwill, referral relationships, owner production, client or patient retention, and disputed practice value.
Our work supports attorneys, business owners, professionals, spouses, shareholders, partners, mediators, arbitrators, and advisory teams involved in divorce, shareholder disputes, partner exits, professional practice buyouts, damages matters, and other contested valuation issues.
Why The Valuation Group
Professional practice valuation often turns on the distinction between value attached to the business enterprise and value attached to the individual professional.
Our analysis focuses on the economic source of practice value: what belongs to the enterprise, what depends on the individual professional, and what evidence supports the transferability or non-transferability of goodwill.
We analyze whether goodwill is tied to the individual professional or to the enterprise itself. This may involve review of referral patterns, client or patient retention, provider production, practice branding, staff support, institutional systems, recurring revenue, insurance participation, marketing, location, contracts, and the ability of the practice to continue producing revenue without the individual.
Our analysis is designed to support counsel and advisory teams in evaluating the economic source of the goodwill being claimed.
We value professional practices and ownership interests in matters involving divorce, shareholder disputes, partner withdrawals, internal buyouts, succession, estate and gift issues, and damages claims.
Our analysis may address historical earnings, normalized compensation, owner production, recurring revenue, payer mix, referral dependence, workforce support, patient or client concentration, transferability, and company-specific risk.
Some businesses are not professional practices in the traditional sense, but still depend heavily on the owner, founder, key provider, or principal relationship-holder.
The Valuation Group analyzes the degree to which business value depends on personal skill, reputation, relationships, licensing, credentials, referral sources, sales production, or continued individual involvement.
We review opposing valuations involving personal goodwill, enterprise goodwill, professional practice value, owner compensation, normalized earnings, retention assumptions, referral dependency, and marketability or control issues.
Our work helps counsel identify unsupported assumptions, incomplete goodwill analysis, double-counting, and issues requiring rebuttal or further discovery.
