M&A VALUATION
San Francisco Business Valuation Services
USPAP-compliant valuations for mergers, acquisitions, and strategic transactions in the San Francisco Bay Area. Our certified appraisers deliver defensible reports that meet lender, investor, and tax requirements.
- Certified through leading professional organizations
- USPAP compliant for all stakeholders
- Remote engagement—results delivered efficiently
comprehensive assessment
M&A Valuation Services
Whether you're acquiring, divesting, or structuring a deal, our USPAP-compliant valuations provide the financial foundation your transaction requires. Our appraisers are credentialed through leading professional organizations including the ASA, CFA Institute, and AICPA, ensuring defensible, standards-compliant analysis at every stage.
Operating Company Valuation
Full-scope business valuation for active enterprises—cash flow analysis, market approach, income capitalization, and comparable transaction assessment for acquisition due diligence and purchase negotiation.
Minority & Fractional Interest Valuation
Precise valuation of non-controlling stakes, LP interests, and fractional ownership for equitable distribution, estate settlement, and financial reporting under GAAP and ASC standards.
Real Estate Holding Company Valuation
Specialized analysis for entities holding investment real estate, addressing property valuations, leverage, and entity-level tax treatment for M&A, refinance, and succession planning.
Family Investment Vehicle & Multi-Entity Valuation
Consolidated assessment of complex ownership structures—holding companies, investment portfolios, and subsidiary networks—for clarity in transactions, financing, and family wealth transfer.
Purchase Price Allocation & Fair Value Analysis
Post-acquisition financial reporting support: asset-by-asset valuation for goodwill, intangibles, and purchase accounting under ASC 805 and tax cost-basis allocation.
Due Diligence Valuation Review
Independent verification or fresh appraisal of seller valuations, target company asset assessment, and reasonableness testing to support confident deal structuring and negotiation.
How We Work
Our M&A Valuation Process
- 01
Engagement & Scope Definition
We confirm valuation purpose, transaction scope, and timeline to ensure our analysis aligns with your M&A objectives.
- 02
Financial & Operational Analysis
Our team reviews historical financials, tax returns, business operations, market conditions, and comparable transactions.
- 03
Valuation Modeling & Methods
We apply industry-standard approaches—income, market, and asset-based methods—selected for relevance to your transaction type.
- 04
Report Preparation & Review
Our appraisers prepare a comprehensive, USPAP-compliant valuation report supported by detailed analysis and findings.
- 05
Delivery & Support
You receive the final report, and our team remains available to address lender, counsel, or transaction-partner questions.
STANDARDS-COMPLIANT VALUATIONS
Expert Credentials & USPAP Compliance
Every M&A valuation is prepared in accordance with USPAP (Uniform Standards of Professional Appraisal Practice) by appraisers holding leading credentials in business valuation, ensuring your report meets rigorous professional and financial-reporting standards.
ASA — Business Valuation Specialty
Accredited in Business Valuation (ABV)
Chartered Financial Analyst
USPAP Certification
FAQ
Frequently Asked Questions
What is an M&A business valuation, and why do I need one?
An M&A business valuation is a professional assessment of your company's fair market value for a merger, acquisition, or sale. It provides potential buyers, lenders, and stakeholders with a defensible, standards-compliant foundation for negotiation and due diligence. Whether you're selling, acquiring, or seeking financing, a credible valuation accelerates the process and protects your interests.
How long does a business valuation take?
Timeline depends on your business's complexity, size, and the availability of financial records. Most valuations are completed within 2–4 weeks from initial engagement. We'll provide a specific timeframe during your consultation once we understand the scope of your transaction.
What information will you need from me?
We typically request:
- 3 years of audited or reviewed financial statements
- Current balance sheet and P&L
- Detailed breakdown of revenue by customer or product line
- Details on significant contracts, leases, or liabilities
- Organizational structure and management team information
- Industry and market context relevant to your business
We'll provide a complete information request list when we begin.
Are your valuations accepted by lenders and buyers?
Our valuations are prepared in accordance with USPAP (Uniform Standards of Professional Appraisal Practice) and follow the standards established by leading valuation organizations. This ensures your report meets rigorous professional standards and provides the defensibility that lenders, acquirers, and other stakeholders expect. Acceptance ultimately depends on the specific buyer or lender's requirements, which we'll help you understand.
What valuation methods do you use?
We employ industry-standard approaches appropriate to your business, including the income approach (discounted cash flow), market approach (comparable transactions and multiples), and asset-based approach where relevant. Our appraisers hold credentials with leading organizations such as the ASA, AICPA (ABV), and CFA, ensuring we apply the right methodology for your situation.
Can you help with minority or fractional ownership valuations?
Yes. We value minority interests, non-controlling stakes, LP and LLC fractional interests, and other ownership structures commonly encountered in M&A, estate planning, and investment scenarios. Each requires tailored analysis and appropriate valuation adjustments, which we handle as part of our standard engagement.
Do you prepare 409A valuations as well?
Yes. We prepare independent 409A valuations for private companies issuing equity to employees. These are handled under the same standards-compliant framework but follow specific IRS requirements for stock option plans and employee equity grants.
Ready to valuate your business?
Our USPAP-compliant appraisers prepare defensible valuations for M&A, financial reporting, and tax purposes. Start your engagement today.