Knowing the value of your business is an essential part of making informed decisions and planning for the future. Unlike publicly traded companies, closely held businesses do not have an active market to establish value. As a result, business owners often need a professional valuation to determine the fair value of their ownership interest.
Business valuations are commonly needed for tax planning, litigation, and business transactions. In many cases, a professional valuation provides the clarity necessary to support sound financial and strategic decisions.
Business valuations are performed for a wide range of tax, litigation, and transactional purposes.
Tax Purposes
Valuations are often needed for tax-related matters such as:
Litigation Matters
Valuations may also be necessary when legal disputes arise, including:
In these situations, an experienced valuation expert can provide independent analysis and credible testimony that courts and legal professionals can rely on.
Business Transactions
Business owners often need valuations when buying, selling, or restructuring a company. Buyers and sellers rely on valuation professionals to help determine fair market value before completing a transaction.
Transactional valuations may be used for:
Many business owners also use valuations as a strategic management tool. By tracking business value over time, owners can identify key drivers of value, reduce factors that may erode it, and implement strategies to increase the company’s worth.
Business owners with a clear growth strategy often work with valuation professionals to monitor value, measure progress, and identify opportunities for long-term improvement and growth.
Professional business valuations should adhere to standards established by nationally recognized valuation organizations. A qualified valuator considers multiple factors and methodologies when determining the value of a company.
This process typically includes consideration of:
A thorough valuation also requires a strong understanding of the company’s industry, internal operations, and the broader economic conditions that may affect business performance.
Value Defined is made up of highly qualified, experienced valuation professionals. Our firm has completed hundreds of valuations across a wide range of industries, situations, and business matters.
Attorneys, CPAs, and business owners often turn to Value Defined when the stakes are high or the engagement is especially complex. We have completed numerous valuations for tax purposes, participated in IRS audits, and provided expert testimony in federal, state, and county courts.
Our professionals remain active in the national valuation community through teaching, curriculum development, and service on professional committees that help shape industry standards.
To maintain a high level of expertise, Value Defined invests in:
Value Defined is committed to delivering accurate, well-supported valuation opinions through a disciplined, client-focused process.
Our approach includes:
With more than 50 years of combined experience in accounting and business valuation, our team provides the insight and credibility clients need when determining the value of their business.
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