Business Valuation

Few things are more important to business owners than the value of their business. The valuation you get for your business can make or break a proposition.

Whether you're negotiating a merger, considering new shareholders, attempting to resolve disputes associated with liability, shareholder equity, estate planning or marital dissolution, objective valuation can make the difference between loss or gain, success or failure.

Business valuation performed by a Certified Valuation Analyst (CVA) includes detailed information for previously sold transactions of comparable companies as well as other methodologies to establish a company’s value. In addition they conform to the standards of the national Association of Certified Valuation Analysts (NACVA).

Our FDC staff includes  a Certified Valuation Analyst (CVA).  This is a designation obtained from the National Association of Certified Valuation Analysts (NACVA), one of the more recognized organizations in the business valuation field.  To obtain the designation of CVA, one needs to obtain the knowledge of business valuation through education offered by NACVA.  In addition a CVA needs to pass a rigorous examination and prepare a formal valuation report.  In addition, once the CVA designation is obtained, to maintain the designation the CVA must meet continuing education requirements to ensure they are staying abreast of latest in the field. As a prerequisite to obtaining a CVA certificate, the candidate must also have their CPA license.  Our staff also includes Certified Public Accountants (CPAs) who have demonstrated professional competence by meeting high education and experience standards for the accounting profession, passing a rigid, nationally uniform examination, and meeting state licensing and continuing education requirements

Business valuation is not an exact science. It's based on judgment, experience and relevant information. So, you need professionals who are well qualified, with significant experience in evaluating all types of organizations.

Our approach is to intimately know your business in order to understand what constitutes its value. We work closely with you to analyze your operations and historical financial data. Our in-depth knowledge of your business enables us to provide a well-reasoned, fully documented and defensible valuation opinion.

We provide a full range of business valuation services for the following needs:

• Purchase or sale of closely held business or business interests
• Management buyouts
• Leveraged buyout transactions
• Bank financing
• Financial restructuring and recapitalization
• Employee stock ownership plans (ESOP's)
• Analysis and advice concerning pending offers to purchase
• Valuation of subsidiaries, divisions and joint ventures for spin-off to shareholders and/or sale
• Physician buy-in to medical practices
• Court appointed valuations in disputes
• Minority shareholder disputes and litigation
• Divorce (equitable distribution)
• Business damage assessment and determination
• Bankruptcy
• Solvency analysis and fraudulent conveyance
• Reasonable officer compensation determination in disputes with the Internal Revenue Service
• Mediation
• Binding arbitration
• Litigation consulting services provided to trial counsel in preparing to depose and cross-examine valuation experts