Request a Business Valuation
Get a comprehensive business valuation for M&A transactions, estate tax planning, SBA financing, or litigation support. Our USPAP-compliant reports are accepted by financial institutions and courts.
FAQ
Frequently Asked Questions
What is a business valuation and why do I need one?
A business valuation is a professional determination of your company's fair market value. You may need one for M&A transactions, SBA financing, estate tax planning (Forms 706/709), divorce proceedings, litigation support, or financial reporting. Our appraisers prepare comprehensive, standards-compliant reports that financial institutions and courts rely on.
How long does a business valuation take?
Timeline depends on your company's complexity, the scope of financial documentation, and the valuation standard required. We'll discuss your timeline during the initial consultation and provide an estimate. Rush options are available for time-sensitive matters.
What information do I need to provide?
Typically, we'll request recent tax returns (3 years), financial statements, profit-and-loss records, balance sheets, details on ownership structure and any non-controlling interests, and information about your industry and competitive position. We'll provide a complete checklist when you contact us.
Is your valuation prepared to USPAP standards?
Yes. Every report is prepared in accordance with USPAP (Uniform Standards of Professional Appraisal Practice), ensuring a defensible, standards-compliant valuation suitable for institutional review, financial reporting, and litigation.
Do you handle minority interests and fractional ownership valuations?
Yes. Our team regularly values minority stakes, non-controlling interests, limited partnership (LP) shares, and other fractional ownership structures. These valuations often apply different standards and discount methodologies than full-company valuations.
Can you perform a 409A valuation for startup equity?
Yes. We prepare 409A valuations for startup and private-company equity compensation plans. These valuations determine the fair market value of common stock for tax-compliance and employee stock option (ISO/NSO) pricing purposes.
What qualifications do your appraisers hold?
Our appraisers hold credentials with leading organizations including the ASA, CFA Institute, AICPA (ABV), and other professional bodies. Every report is prepared in accordance with USPAP to ensure institutional acceptance and compliance with IRS, SBA, and court requirements.
How do I request a valuation?
Complete the form above with your business details and the reason you need the valuation. We'll review your request and contact you to discuss scope, timeline, and fees. You can also call or email to speak with our team directly.