HW CPAs & Advisors: Valuations

Determining the value of your business is often required for a variety of reasons, such as buy/sell agreements, estate and gift taxation, litigation, purchase/sale transactions, divorce and succession planning. At HW&Co. we work with many closely-held and family-owned businesses and understand that their structure, levels of management and potential markets may vary significantly from public companies, as well as each other. Because of this awareness and our in- depth understanding of accounting and income taxes, we are uniquely qualified to assess the value of your business.

We also understand that valuing an ongoing business involves more than an appraisal of the assets and that a valuation may have a major impact on you, your family members and your key personnel. Due to the uniqueness of each business and industry, each analysis may involve considering several methods of valuation. Our professionals listen carefully to understand your needs and the internal and external factors, which may affect the valuation of your business.

Our Valuation Services are led by CPAs who are “Accredited in Business Valuation” by the American Institute of Certified Public Accountants (AIPCA). The AICPA developed the Accredited in Business Valuation designation to provide assurance that business valuation service providers are experienced, tested and accredited. Team members are also Certified Valuation Analysts, a designation awarded by The National Association of Certified Valuation Analysts. They are supported by a team of other financial professionals who understand the complex approaches, methods and standards of business valuation.

Do you need a business valuation?

Here are a few reasons you should consider a business valuation:

• Business Damages
• Buy-Sell Agreements/Buyout Litigation
• Charitable Contributions
• Divorce
• Estate Planning
• Fair Market Value Determination for Estate, Gift and Income Tax Requirements
• Financing/Re-Financing
• Goodwill Impairment
• Lost Profits
• Merger, Acquisition, Reorganization, Spin-Off, Liquidation, Bankruptcy
• Purchase Price Allocation for Tax or Financial Reporting
• Shareholder Disputes and Oppression

Some of the services we specifically provide relating to a business valuation:

• Fairness Opinions
• Litigation Support
• Lost Profits and Business Damages
• Operational Consulting, Benchmarking and Financial Analysis
• Strategic Planning
• Valuation Reports (Standard and IRS Required)