What is a Business Valuation?

A business valuation is an appraisal of the monetary worth of the business for a specific purpose at a certain point in time. Generally, the specific purpose of the valuation will determine the “standard of value,” that the valuation professional will use in appraising the monetary worth of the business. There are many purposes for which a business valuation may be conducted such as divorce property division, bankruptcy, merger or acquisitions, and more. The specific purpose of the valuation will also determine the point in time at which the value of the business is appraised, known as the valuation date. The relevant valuation date for property division in divorce varies among states, but is generally either the date of separation, the date of divorce, or the date of trial.

Summary Business Valuations

Small business summary valuation reports are intended to meet the needs of attorneys who require a business valuation yielding a Conclusion of Value for litigation, estate and gift tax, or other purposes. For small closely held businesses with up to $10 million of gross receipts and one location, we will quote a fixed price commensurate to the size and complexity of the business.

Our small business summary valuation engagements results are presented as a Conclusion of Value as defined by NACVA Professional Standards.

Detailed Business Valuations

For larger businesses requiring a detail or summary valuation report, we will quote a cost range commensurate to the size and complexity of the business.

These reports yield a Conclusion of Value as defined by NACVA Professional Standards.

Business Valuations Made Easy

Step 1: We will prepare and email to you an Engagement Letter for you to execute and return with the fee.

Step 2: We will email to you an information checklist and you can upload your documents to our secure client portal.

Step 3: You will answer a few additional questions or provide some additional information that we may request.

Step 5: We will issue to you the final business valuation report.