Business Valuation Services

Our business valuation team Returns Value to owners of privately held businesses by providing an objective analysis regarding the true value of their business.

It is critical for business owners to understand the value of their business, what components drive increased value and how value changes based on the reason for a business valuation and factors existing as of the valuation date. Our team works closely with business owners as well as attorneys and other advisors to prepare a thorough, well-reasoned business valuation that will be understandable to users and stand up to scrutiny whether in court or with the IRS. 

The need for business valuation services arises in a wide variety of situations, including:

• Sale or transfer of business ownership interest
• Estate and gift tax planning and compliance
• Succession planning, buy/sell agreements, and shareholder matters
• Business operations and tax planning, including S-Corp conversions
• Mergers, acquisitions, and pre-sale value building
• Divorce /marital dissolution litigation
• Employee Stock Options Plans (ESOPs)
• Financial reporting, including purchase price allocations and goodwill impairment
• Stock option, preferred stock, restricted stock and compensation valuations
• Litigation support, including lost opportunity/work damages

Regardless of the circumstance that necessitates a business valuation, our team follows a detailed process that includes:

• Thorough analysis and discussions with management regarding the company’s historical and projected financial performance
• Careful study of the qualitative and quantitative factors unique to the business
• Review of the industry and economic factors that influence a company’s value
• Determination of appropriate, supportable valuation discounts
• Synthesizing the results of various valuation approaches to reach a conclusion of value

Establishing an accurate assessment of the value of a business requires in-depth, specialized knowledge that includes a comprehensive understanding of the business, the economic environment and the industry in which it operates.

It is essential for business owners to choose a business valuation team that has specialized business valuation services knowledge and experience. Our professionals hold business valuation credentials, such as the Certified Valuation Analyst (CVA) credential, which are maintained through seminars, workshops, national conferences and webinars. We stay on top of the latest authoritative guidance so we can Return Value by providing a current and relevant valuation analysis.

Do you require a valuation of your small or medium-size business? Our CPA firm proudly serves Auburn, Opelika, Montgomery and the rest of Alabama and surrounding states. Whether circumstances require a full business valuation report or a consulting engagement for management’s internal use, contact us today at 334-887-7022 or simply fill out our form below and one of our professionals will be glad to help.

Questions? Contact Michael D. Machen, CPA, CVA