Business Valuation

Placing a monetary value on a company or business involves much more than simply determining what a buyer might pay for it.

There are many factors that need to be taken into account, such as the type of company, market value, investment value, growth potential, tax laws and the individual circumstances of the business owner.

CPAmerica International’s member firms provide business valuation services to a wide range of clientele, including business owners, investors, attorneys, financial and estate planners, insurance and surety companies and financial institutions.

Our member firms’ experts are accredited in business valuation (ABV) by the American Institute of Certified Public Accountants (AICPA) and have been qualified as business valuation expert witnesses in courts across the country.

They take into account all aspects of our clients’ businesses, from reviewing current management to forecasting economic trends to looking at intangibles such as goodwill.

Our member firms offer valuations of businesses that are required in numerous situations such as:

  • Bankruptcy · Partnership Interests
  • Estate Planning · Derivative Securities
  • Blockage Discounts · Planning Studies
  • Breach of Contract · Post-Acquisition Studies
  • Limited Liability Companies · Divorce
  • Business Damages · Preferred Stock
  • Litigation Support · Economic Feasibility Studies
  • Buy-Sell Agreements · Recapitalizations
  • Marital Dissolutions · Employee Stock Ownership Plans
  • Common Stock · Restricted Stock
  • Marketability Discounts · Estate and Gift Tax
  • Contracts · Stock Options
  • Marketability Studies · Fairness Opinions
  • Covenants Not to Compete · Undivided Interests in Real Estate

CPAmerica International’s business appraisers are involved in:

  • Valuation of shares for employee stock ownership plans (ESOPs)
  • Estate and gift tax situations, to determine the value of business assets held by an estate or the value of shares or assets to be donated for gift tax purposes
  • Succession planning to determine the value of a business and the value of assets or shares to be transferred as part of that plan
  • Mergers and acquisitions that require valuation of the acquirer and target for setting share prices
  • Arbitration and mediation for settlement processes
  • Determining value before and after alleged damages so that the claim can be quantified
  • Litigation support, including dissenting shareholder actions, economic loss analysis and partner/shareholder disputes
  • Pricing of initial public offerings and valuation of incentive stock option programs
  • Condemnation and eminent domain actions to determine the value of a business that is either closed or relocated because of the action
  • Charitable and other trusts that require valuation to determine the value of the trust assets and contributions to the trust
  • Determination of life insurance adequacy for the value of a company, a shareholder’s interest in the company or the loss of a key person
  • Analysis of potential value enhancement from implementation of potential business strategies

If you are thinking of buying or selling a company, call a CPAmerica firm for help in assessing a fair value.