What is a valuation?  Who needs a valuation?  What is "value"?  These are some of the questions asked by many people who are learning about the valuation process.  Our firm has provided these services for many years and they have become such a significant component of public accounting practices that it has become a credentialed service in the industry.  There are more people and businesses getting valuations and more looking to "certified" professionals to ensure their valuations stand up to IRS or other third-party scrutiny and standards.

"Valuation" as a term takes on many definitions in the common vernacular.  Businesses and ventures routinely find themselves in a position of needing a "valuation" in order to secure a specific outcome, whether that "outcome" is the sale of a business, IRS acceptance of an estate tax return, succession of ownership, or maybe to determine the amount of losses suffered from a tort. 

Essentially, "valuation", from a professional perspective, is the result of the application of a standard set of theory and practices, utilization of standard bases of assumptions, and making an appropriate determination of risk.  This product is the indication of what a business, ownership interest, income stream, or perhaps a claim of lost profits is worth in today's dollars. 

When a valuation is performed by a qualified and certified valuator, you can be certain that the resulting value determination will be commonly accepted as reasonable by those in the practice of performing such valuations.  If you use a certified valuator, you can rest assured that the result is reasonable and can be used to support prudent decision making.

Our firm has performed valuations for over 20 years.  We have valued closely held businesses, family limited partnerships, value driven estate tax returns, lost profits and wages, business losses, partner buy-ins and buy-outs, to name only a few instances.

Please contact us ( This e-mail address is being protected from spambots. You need JavaScript enabled to view it ) to learn more about how we can help you to determine if a valuation is needed and how we would approach a valuation engagement with you.