Business Valuations

Require a Skilled Professional’s Expertise

How our Business Valuations will benefit you:
  1. Our Business Valuation pros are licensed CPAs, too-this combination of training and experience equips us to provide you with valuable insight that transcends numbers on a page.
  2. Quick turnaround times and customer care are the keys to guaranteeing you a rewarding experience.
  3. Free initial consultation – so call us today at 800-873-3040!
Peruse our website for valuable information including:
  • Tips: The Business Reference Guide is the best resource for valuation rules of thumb.  Call us at 800-873-3040 for a Free Rule of Thumb!
  • Free sample reports
  • Recent Posts: Insightful information for business buyers
We are experts in all types of valuations from gift & estate tax valuations, merger & acquisition, intangible valuations, personal versus business goodwill, to litigation business valuations including family law and shareholder disputes. We are your all-in-one firm.

Our Certified Valuation Analysts:

  1. Received their training through NACVA , the only valuation credential accredited by the National Commission for Certifying Agencies (NCCA)
  2. Prepare fair and objective business valuations for a variety of circumstances

The Components of a Business Valuation:

The components of a Business Valuation:
  1. Gather the data & analyze it, which includes:
    • Examining current economic conditions
    • Determining future financial forecasts
    • Identifying the company’s strengths & weaknesses
    • Management Qualifications and Competitive Analysis
    • Synthesize all relevant data and write a concise, user-friendly, valuation report
  2. Consider the necessary adjustments (such as above industry average compensation and disproportionate asset depreciation)
  3. Determine & apply the most appropriate methodology from various industry standards.  All methodologies utilize a range of calculations and formulas to determine the true value

Business Valuation Services – Frequently Asked Questions

What does a business valuation typically cost in the Charlotte area?
Typically, a range of $5,000 – $10,000 but can be much higher in litigation +$25,000.
There are two types of report that valuation standards recognize – a calculation (price $4.5k – 6k) and a conclusion of value (price $8.5k – 12.5k). Most of our valuations are calculation engagements as most folks don’t need the more rigorous conclusion of value. We recommend conclusions for litigation, large IRS matters, SBA and 409a valuations.
Four weeks.
It can be as quick as 2 weeks if the client has all pertinent data ready 3 years business tax returns and 3 years financial statements. SBA valuation typically takes 2 weeks or less as the banks have the data needed to complete assignment.
Litigation valuation can take more than 6 months when parties do not want to cooperate.
It is mandatory when the valuation is for an IRS purpose (charitable donation of private company stock, a non-charitable gift of private company stock, etc.), divorce court, shareholder disputes, SBA Loans, and 409A stock pricing for compliance with options law.
A well-supported valuation is often the foundation of a successful sale. Our experience in valuation directly supports transaction strategy, buyer negotiations, and deal structure. You can explore examples of businesses we’ve helped take from valuation to closing by reviewing our completed transactions.

Call Us Toll Free

If you are looking for a trustworthy team of certified appraisers:

Call us toll free at (800) 873-3040
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