A valuation is not an opinion. It's a defensible document that has to stand up to the IRS, opposing counsel, and buyers with lawyers. Our partner-credentialed valuations are engineered for scrutiny — every assumption sourced, every method reconciled.
Not all valuations are equal. The credential behind the report determines whether it holds up in a purchase price allocation, a divorce court, an SBA underwriting file, or an IRS audit.
Widely held and respected — the gold standard for CPAs performing valuations. Peer-reviewed reports, rigorous continuing education.
Premier global standard. Rigorous appraisal experience required and strict ethics review. Recognized in international transactions and litigation.
Granted by the American Institute of CPAs — built specifically for CPAs who specialize in valuing operating businesses at the highest level.
Historically the most rigorous peer-review process in the industry. Every report scrutinized before release.
Owners come to us at every stage. The trigger is usually one of these seven — and the right report format varies materially by purpose.
Ground the ask in the market. Understand the multiple range. Know what buyers will underwrite before they ask.
SBA 7(a) acquisition loans require an independent third-party valuation. We deliver ones that clear underwriting.
Partner buyouts, shareholder disputes, and buy-sell triggers require an independent valuation to hold up.
IRS-defensible valuations for gifting, generation transfer, and estate planning — with adequate disclosure to start the SoL clock.
Divorce, damages, dissenting shareholder actions, breach of fiduciary duty. Expert witness testimony included.
Baseline and annual valuations required for ESOP trustee fiduciary responsibility. Ongoing engagement.
Best-practice valuation triangulates income, market, and asset-based approaches — then reconciles them into a defensible conclusion of value. Never one method alone.
Discounted cash flow (DCF) and capitalization of earnings. Present-values the business's future economic benefit stream.
Comparable transactions and guideline public companies. Grounds the valuation in what similar businesses actually trade for.
Adjusted book value and liquidation. Floors the range — used for capital-intensive or asset-heavy businesses.
