Business Valuation

What is business valuation?

A business valuation is “The act or process of determining the value of a business enterprise and the ownership interest therein.”

Circumstances that a business valuation is needed

Strategic planning, succession planning, restructuring or conducting a merger or acquisitions, Estate, Trust and Gift Tax Planning, Economic Damage Analysis

What valuation services do we offer?

We provide services in the following situations:

  • IRC 409A Valuations (Employee Stock Ownership Plan)
  • ASC-820 - Portfolio Company Valuation
  • ASC-718 - Expense Accounting for stock based compensation
  • Gift & State Tax
  • ASC-805 - Purchase Price Allocation
  • ASC-350 - Goodwill Impairment
  • ASC-815 - Warrant or preferred liability valuations
  • SFAS133 - Derivative Valuation
  • IFRS 16 - IBR Analysis for lease accounting
  • Private Equity Funds
  • Many other business valuations
how we help

Align Costs with Strategy & Focus on Growth