Business valuation requires a well thought out plan and attention to detail in order to arrive at an appropriate indication of value. This process is only achieved by the valuation analyst developing a proper skill set through education and experience.
This process requires complete understanding of the subject company, standard of value to be used, relevant economic and industry conditions, and a thorough understanding of finance, economics and accounting.
Our valuation analysts hold the highest designations with years of experience to value a business for multiple purposes including estate and gift matters, domestic litigation, and shareholder/partner disputes.
When You Need a Defensible Valuation
Owners and counsel come to us when an opinion of value has to stand up to scrutiny — buy-sell triggers, marital dissolution, gift and estate filings, shareholder disputes, and SBA-backed transactions. We've seen valuations come undone in deposition because the underlying analysis wasn't documented. Ours is built to hold.
Our Approach to a Valuation Engagement
Every engagement begins with the question we're actually being asked and the standard of value that fits it. From there we work through the income, market, and asset approaches — selecting and weighting each based on the facts rather than formula. Our reports walk a reader through the reasoning step by step, and our principal stands behind that work in deposition or trial when called.
