Responsive, professional, first class deliverables -- especially considering that that the appraised assets are extremely complex financial assets with little by way of comps. The deliverable satisfied my accountants and advisers as being more than adequate to support the valuation needed to complete a conversion to a Roth IRA
USPAP CERTIFIED
San Francisco Business Valuation Services
Certified business valuations for San Francisco Bay Area companies. From M&A and estate planning to SBA financing and equity splits, we deliver USPAP-compliant reports that meet IRS, lender, and court standards.
- Prepared in accordance with USPAP
- Credentialed appraisers, ASA, AICPA ABV, CFA
- M&A, estate tax, SBA, and equity valuations
Why San Francisco Businesses Need Professional Valuations
Equity Business Valuation Services provides certified business valuations that meet the complex needs of San Francisco Bay Area companies. Whether you're preparing for a merger, securing SBA financing, or planning for estate taxes, our reports are built to withstand financing, litigation, and tax review.
The San Francisco market presents unique challenges and opportunities. From tech startups in Silicon Valley to established manufacturing companies in the East Bay, our local market expertise ensures your business valuation reflects current market conditions and industry-specific valuation methodologies.
Our valuations are prepared in accordance with USPAP standards and accepted by major financial institutions, making them suitable for any transaction or compliance requirement.
Succession & Ownership Planning
Accurate valuations for succession planning, shareholder buyouts, and strategic decision-making
Estate & Gift Tax Planning
IRS-compliant valuations for estate tax filings, gift tax planning, and financial reporting
Litigation & Dispute Support
Defensible valuations for litigation support, divorce proceedings, and partnership disputes
SBA & Financing Valuations
SBA-compliant valuations that meet lender requirements and support financing decisions
Tailored to Your Needs
Business Valuation Services
We provide certified business valuations across multiple purposes and entity structures. Each valuation is prepared to meet the rigorous standards required by lenders, tax authorities, and courts.
M&A & Transaction Support
USPAP-compliant valuations for mergers, acquisitions, and business sales. Defensible reports that facilitate negotiations and satisfy buyer due diligence requirements.
Estate Tax & Succession Planning
IRS-compliant valuations for Forms 706 and 709. Support your estate plan and minimize tax exposure with professionally documented equity valuations.
SBA & Lending Valuations
Prepared to meet SBA lender requirements and asset-backed financing standards. Detailed reports that support loan applications and collateral assessments.
Litigation & Dispute Resolution
Expert valuations for divorce proceedings, shareholder disputes, and equitable-distribution matters. USPAP-compliant reports suitable for court presentation.
409A & Equity Compensation
Specialized valuations for startup equity, stock option plans, and employee compensation. Compliant with IRS safe-harbor requirements.
Minority & Fractional Interests
Valuation of non-controlling stakes, LP interests, and family investment vehicles. Accounts for ownership restrictions and marketability discounts.
Our Process
How We Prepare Your Business Valuation
- 01
Initial Consultation & Scope Definition
We discuss your valuation purpose, business structure, timeline, and any specific IRS, SBA, or litigation requirements to ensure our report meets your exact needs.
- 02
Financial & Operational Analysis
Our team reviews your financial statements, tax returns, market position, and operational metrics to build a comprehensive understanding of your company's performance and risk profile.
- 03
Market & Comparable Analysis
We research comparable transactions and public market data for your industry and geography to establish defensible valuation benchmarks.
- 04
Valuation Methodology & Calculation
We apply appropriate methodologies—income, market, or asset-based—and reconcile results into a final concluded value supported by detailed analysis.
- 05
USPAP-Compliant Report Delivery
You receive a comprehensive, professionally formatted report prepared in accordance with USPAP and applicable standards for your stated purpose—ready for IRS, courts, or lenders.
USPAP COMPLIANT
Credentials & Professional Standards
Our appraisers hold credentials with leading organizations including the ASA, AICPA (ABV), and CFA Institute. Every valuation is prepared in accordance with USPAP—the gold standard for professional appraisal practice—ensuring defensible, standards-compliant reports that satisfy IRS, court, and lender requirements.
USPAPIndustry-leading appraisal standard
Multi-credentialTeam approach to complex valuations
American Society of Appraisers (ASA)
Accredited Senior Appraiser
AICPA
Accredited in Business Valuation (ABV)
CFA Institute
Chartered Financial Analyst
The Appraisal Foundation
USPAP Compliance & Standards
Client feedback
What Our Clients Say
The Team were very knowledgeable and very helpful and efficient- I recommend them highly for appraisals-especially for private companies.
I found them professional & responsive. The report was quite thorough as well.