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Once you understand the value of your business, and the key drivers affecting that value, you can make sound, forward-thinking decisions about the future of your business. But determining that value is not a simple task. Having a Certified Valuation Analyst perform your business valuation means you can be assured it is being handled by an expert.

Both undervaluing and overvaluing your business can have negative consequences. Setting the value too high can lead to a lack of interest from informed investors and possible gift and estate tax implications. Setting the value too low may lead to negotiating a below-market selling price.

A business valuation can assist in and support the following situations:
  • Succession planning
  • Mergers and acquisitions
  • Charitable contributions
  • Gift and estate tax planning
  • Buy/sell agreements
  • Divorce
  • Stockholder disputes
  • Intangible asset valuations

Determining the value of a business, or a component of a business is a complex process. It requires careful analysis and an understanding of both the business and the industry in which it operates. It is the examination of tangible and intangible assets alike.

At Whittlesey, we have a team of experts that have attained advanced certifications from the American Institute of Certified Public Accountants (AICPA) and the National Association of Certified Valuation Analysts (NACVA). Our team is ready to help you with your valuation.

How Much Is Your Business Worth?

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