Valuation Services

We gauge our worth by the successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

• Business valuations
• Accounting software selection and implementation
• Business entity selection
• Mergers and acquisitions
• Buying and selling a business
• Management advisory services
• Debt management and financing

Valued Consultants Who Know Value

What do the CVA and ABV Credentials Mean?
A CVA (certified valuation analyst) is accredited by the National Association of Certified Valuation Analysts (NACVA) which trains and certifies professionals to perform business valuations as a service to both the consulting community and the users of their services.

An ABV (accredited in business valuation) is accredited by the American Institute of Certified Public Accountants (AICPA). The AICPA is a national professional association of CPAs which sets standards for CPA services, upholds the profession’s code of conduct and provides professional education and certification.

Both NACVA and AICPA require its credential holders to demonstrate their commitment to the business valuation discipline and continue to keep themselves current through compliance and recertification.

Why Is a Business Valuation Necessary?

Business Interests Often Represent a Significant Asset
Business valuations are performed because ownership interests in privately held companies often represent a significant portion of one’s estate and/or portfolio. The value, or worth, of an interest in a privately held company, as opposed to stock in a public company, is usually unknown because there is no active market to sell or trade that interest from which to ascertain or approximate a value.

A Value-Added Service

Possibly one of the best reasons for obtaining a business valuation is for use as a management tool. A prime objective of every business enterprise, large or small, is to improve and maximize its value to the owners. This is a necessary business requirement to justify the investment of time and, more particularly, capital. This valuable measurement tool that helps evaluate overall progress towards goals and management effectiveness.

How Can a CVA or ABV Professional Help You?

Accurate Value Determination
The result of an inaccurate value determination, regardless of whether it is high or low, generally leads to undesirable consequences. If the value is too high, estate taxes will be too high; savvy investors or prospective buyers will usually disregard a value that appears too high. If the value is too low, you can be sure savvy investors or prospective buyers will recognize it and take advantage.

Experienced Business Valuations

Careful Analysis
Determining the true value of a business enterprise requires a careful analysis of two primary components that make up value: tangible assets and various intangible assets. Quite often, the value of a company’s intangible assets is much greater than the tangible assets; requiring a careful analysis of the many aspects and facets of a business enterprise utilizing knowledge acquired through training in all aspects of business fundamentals.

Understanding the Business
To properly value intangible assets there must be a thorough understanding of every aspect of a company’s dynamics, including management capabilities, company strengths, weaknesses and vulnerabilities, the competitive environment, overall expectations for the marketplace, and future economic prospects for the industry and the economy in the region and as a whole. All of these elements affect the risk of ownership in a particular enterprise, and risk directly impact value. Additionally, the valuator must analyze the inherent financial health of the enterprise and its future profit potential.

Sorting through a Complex Process
Overall, the process is highly complex and requires a significant amount of time. Indeed, this is what is required to determine true economic value of a privately owned business enterprise, and this is what a CVA or ABV can bring to your table.

What Is Important in Selecting a Valuation Professional?

Certified members of NACVA and the AICPA are required to adhere to industry standards in performing valuation services, communicating their conclusion of value and adherence to ethical guidelines in the performance of valuation engagements. Standards are intended to assure users the services they receive meet an industry-acceptable level of due care, including the thoroughness of the analysis and communicating the results.