Business Valuation & Advisory
Accurate valuations are the foundation of confident decisions. Whether you’re selling a company, raising capital, or planning succession, a reliable valuation helps you understand the true worth of your business and negotiate from a position of strength. Our CPA-backed valuations are built to stand up to scrutiny — giving you clarity, credibility, and peace of mind.
Why Business Valuation & Advisory Matters
When ownership changes, capital is raised, or succession is planned, the question of “what is this business really worth?” becomes critical. Yet, many business owners rely on rough estimates or outdated benchmarks, which can lead to costly missteps. An inflated value can kill a deal, while an undervalued business means leaving money on the table.
Our CPA team provides valuations that go beyond simple formulas. We analyze financial performance, market conditions, and future cash flow potential to deliver reports that withstand audits, lender scrutiny, and investor due diligence. The result? You gain both clarity and leverage in every major decision.
What’s Included
Formal business valuations with CPA backing
Fair market value analysis
Support for buy-sell agreements
Detailed financial and market analysis
Audit- and lender-ready documentation
We Help With
Buying or selling a business
Partner buy-ins or buyouts
Succession planning
Negotiations with investors or lenders
Estate and gift tax planning
Explore More Tax Planning Services
Business valuation works best as part of a larger tax and financial strategy. Explore other services in our Tax Planning category:
- Year-round Tax Strategies — minimize liabilities and maximize savings year-round
- Succession Planning — prepare for smooth ownership transitions
- Transaction Support & Due Diligence — tax insights during deals and restructurings
- M&A & Deal Advisory — guidance for mergers, acquisitions, and divestitures
- International Tax — cross-border expertise for global operations
FAQs: Business Valuation & Advisory
A CPA helps you avoid overpaying taxes and build a strategy that supports your financial goals. Here’s what you need to know about tax filing, planning, and audit representation —whether you’re in New York or anywhere in the US.
How do you determine the value of a business?
We use a combination of methods, including income-based approaches (future cash flow), market-based comparisons, and asset-based analysis. The right approach depends on your business model, industry, and purpose of the valuation.
When should I get a business valuation?
You should consider a valuation before major events such as selling, merging, succession planning, partner buy-ins/buyouts, or raising capital. Even outside of transactions, periodic valuations help track growth and prepare for future opportunities.
Is a CPA valuation more credible than other methods?
Yes. CPA-backed valuations carry greater weight with auditors, lenders, investors, and legal processes. They’re designed to stand up to scrutiny and avoid disputes down the line.
Can you help with valuations for estate or gift tax purposes?
Absolutely. We prepare valuations that meet IRS standards for estate planning, gifting, and compliance with tax reporting requirements.
How long does the valuation process take?
Depending on the complexity of your business, most valuations are completed within a few weeks. We tailor the process to your timeline and the level of detail required.
