Valuation Reports · USA
Independent business valuation. Rigorous methodology. Defensible conclusions.
We deliver institutional-quality business valuation reports for privately held U.S. companies — grounded in income, market, and asset approaches, and written to withstand scrutiny from counterparties, auditors, tax authorities, and courts.
When you need one
Six situations where an independent valuation is not optional.
M&A transactions
Establishing a defensible valuation range before going to market, or evaluating an inbound acquisition offer.
Shareholder buy-outs
Partner buy-outs, redemptions, and internal transfers where an independent valuation protects all parties.
Estate & gift tax
Business interest valuations for estate planning, gifting programs, and IRS-compliant documentation.
ESOP feasibility
Preliminary valuation and structuring analysis to test whether an Employee Stock Ownership Plan is viable.
Litigation support
Independent valuation reports and expert testimony for shareholder disputes, divorce, and commercial litigation.
Strategic planning
Value-driver analysis and enterprise-value benchmarking to guide board-level capital and exit decisions.
Methodology
Three approaches. Cross-checked, weighted, and reconciled to a defensible range.
Income Approach
Discounted Cash Flow (DCF) modeling anchored on management projections, working-capital dynamics, and a build-up cost of capital calibrated to the business risk profile.
Market Approach
Guideline public company multiples and precedent M&A transaction multiples, adjusted for size, growth, margin profile, and control premia.
Asset Approach
Adjusted net asset value for holding companies, asset-heavy businesses, and orderly-liquidation scenarios where relevant.
Reports include a full narrative, financial exhibits, market and transaction comparables, discount and capitalization rate build-ups, and — where relevant — discounts for lack of marketability and lack of control.
The deliverable
A written report a professional third party can rely on.
Typical engagements are completed in four to six weeks from information exchange. Signed by senior partners and supported by underlying models on request.
Free resource
Business Valuation Readiness Guide
A practical guide for owners preparing for a valuation or M&A process. Learn how to normalize EBITDA, identify add-backs, gather documents, and avoid common red flags.
Questions?
See answers on valuation, ESOP, SBA and estate planning.
Visit the FAQ for practical guidance written for business owners, not accountants.
Request a valuation engagement scope.
Share a short description of the situation and we will come back with scope, timeline, and fee within two business days.
Contact us