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
Employee Stock Ownership Plans require recurring valuation support for private-company shares. We provide ESOP valuation analyses for companies, trustees, CPAs, auditors, attorneys, and plan advisors who need independent support for initial ESOP transactions, annual valuation updates, participant account values, audit-related review, and ownership transition planning.
We prepare business valuation analyses for estate tax, gift tax, charitable contribution, succession, and tax-planning purposes. These valuations may involve controlling or noncontrolling ownership interests, family-owned companies, holding companies, professional practices, operating businesses, or entities with complex asset structures.
We value privately held companies, family-owned businesses, professional practices, and operating entities where market pricing is not readily observable. These valuations may be used for planning, litigation, tax filings, transactions, financing, internal decision-making, or ownership transitions.
Ownership disputes often require an independent valuation of the company, the ownership interest, or the economic impact of alleged conduct. We assist in matters involving shareholder oppression, partner exits, deadlock, buyouts, disputed distributions, and contested ownership interests.
Buy-sell agreements often determine how ownership interests are valued when an owner exits, dies, becomes disabled, retires, or is bought out. We provide valuation support for buy-sell triggers, pricing mechanisms, agreement interpretation, and disputes involving closely held ownership interests.
Divorce-related business valuation requires careful analysis of business value, ownership interests, compensation, personal goodwill, enterprise goodwill, normalization adjustments, and the financial realities of the business.
Transactions require an understanding of value before a buyer, seller, investor, lender, or advisor can make a sound decision. We provide valuation support for acquisitions, sales, ownership transfers, succession planning, internal buyouts, recapitalizations, and strategic business decisions.
Valuation issues often arise in IRS examinations, tax disputes, estate and gift matters, charitable contribution issues, shareholder transactions, and related-party transfers. We provide valuation analysis and support for tax-sensitive valuation matters.
Ownership interests in privately held companies may require analysis of control, marketability, liquidity, transfer restrictions, voting rights, distribution rights, and other economic factors. We provide discount analysis involving discounts for lack of control, lack of marketability, minority interests, and related valuation adjustments.
A Referral-Safe Valuation Resource
Many of our engagements begin when another professional needs independent valuation expertise but wants to preserve the existing client relationship. Because we do not perform audits, prepare tax returns, provide bookkeeping, or offer wealth management services, we can support CPAs, attorneys, auditors, and advisory firms without competing for their clients.Independent. Credentialed. Defensible.
Business valuation requires more than formulas. It requires judgment, evidence, method, and the ability to explain the conclusion clearly.Our work is designed to be understood by business owners and advisors, reviewed by CPAs and attorneys, and defended when the value conclusion is questioned.
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