USPAP CERTIFIED
San Francisco Business Valuation Services
Expert valuations for M&A, estate planning, SBA lending, and litigation. Our appraisers hold credentials with leading professional organizations and prepare every report in accordance with USPAP.
- Remote valuation process
- USPAP-compliant reports
- Credentials in ASA, AICPA (ABV), CFA, and more
Our Core Offerings
Business Valuation Services
We prepare defensible, USPAP-compliant valuations for every business context—from estate and gift tax planning to M&A due diligence, SBA lending, and litigation support.
Standard Valuation
Fair market value appraisal for estate planning, probate, gift tax reporting (Form 709), and estate tax filings (Form 706).
409A Valuation
IRS-compliant valuations for startup equity and employee stock option plans—prepared to meet IRC Section 409A requirements.
M&A & Financial Reporting
Valuations for acquisition due diligence, purchase price allocation (PPA), and GAAP-compliant financial statement reporting.
Minority & Fractional Interests
Appraisals of non-controlling stakes, partnership interests, and LP / fund holdings for tax and legal proceedings.
Litigation & Dispute Resolution
Expert valuations suitable for divorce equitable distribution, shareholder disputes, damages claims, and court proceedings.
Bankruptcy & Creditor Claims
Going-concern and liquidation valuations prepared for bankruptcy filings, creditor settlements, and asset recovery.
Transparent & Rigorous
How Our Business Valuation Process Works
- 01
Initial Consultation & Scope Definition
We discuss your valuation purpose, timeline, and asset details to ensure we understand your specific needs—whether for M&A, estate planning, SBA lending, litigation, or another objective.
- 02
Financial & Operational Analysis
Our appraisers conduct a thorough review of financial statements, tax returns, operational metrics, and market conditions relevant to your business.
- 03
Valuation & Methodology Application
We apply industry-standard valuation approaches—income, market, and asset-based methods—selected based on your business type and the engagement's purpose.
- 04
Report Preparation & Review
We prepare a comprehensive, USPAP-compliant report documenting our analysis, conclusions, and supporting evidence for regulatory, legal, or financial use.
- 05
Delivery & Support
Your final report is delivered in the format required for your intended use, and we remain available to answer questions or provide clarification to stakeholders.
STANDARDS-COMPLIANT
Credentials Rooted in Professional Standards
Our appraisers hold credentials with leading valuation organizations and prepare every report in accordance with USPAP—the uniform standard that ensures defensibility across estate, litigation, SBA, and M&A contexts.
ASA — Business Valuation Credential
ABV — Accredited in Business Valuation
CFA — Chartered Financial Analyst
USPAP — Uniform Standards of Professional Appraisal Practice
FAQ
Frequently Asked Questions
What is a business valuation and when do I need one?
A business valuation is a professional assessment of your company's fair market value. You may need one for M&A transactions, estate and gift tax planning, SBA lending, divorce proceedings, litigation support, financial reporting, or ownership disputes. Our appraisers prepare valuations tailored to your specific purpose and audience.
How do you ensure your valuations are defensible and compliant?
Every valuation is prepared in accordance with USPAP (Uniform Standards of Professional Appraisal Practice). Our appraisers hold credentials with leading professional organizations such as the ASA, AICPA (ABV), and CFA, ensuring your report meets the highest industry standards and can withstand regulatory scrutiny or litigation review.
What information do you need to complete a business valuation?
We typically request financial statements (2–3 years), tax returns, ownership structure details, industry information, and a description of your business operations and market position. For complex valuations, we may request additional documentation. We'll provide a detailed list during our initial consultation.
How long does a business valuation take?
Timeline depends on complexity, business size, and the purpose of the valuation. Standard valuations typically take 2–4 weeks from receipt of complete information. We'll provide a specific timeline and keep you updated throughout the process.
Can your valuations be used for SBA lending or bank financing?
Yes. Our valuations are prepared to meet SBA lender requirements and the standards expected by financial institutions for asset-backed lending and collateral assessment. Lenders receive a USPAP-compliant, professionally credentialed report suitable for underwriting.
Do you handle minority interests, fractional ownership, and partnership valuations?
Yes. We value minority stakes, limited partnership interests, non-controlling shares, and complex ownership structures. Each engagement is customized to reflect the specific rights, restrictions, and marketability characteristics of the interest being valued.
Ready to value your business?
Our USPAP-compliant appraisers prepare defensible valuations for M&A, estate planning, SBA lending, litigation, and tax reporting. Start your engagement today.