Business Valuation Services

business meetingThe Certified Valuation Analyst (CVA) is the premier accreditation for CPA’s who, for many reasons, are uniquely qualified to provide Business Valuation Services. CPA’s, through their extensive training combined with experience in tax, auditing, accounting for small businesses, and financial analysis, have the necessary background for dealing with the complexities involved in providing Business Valuation Services. Many other professions do not provide the breadth of experience and development that the Public Accounting Profession produces, and thus, a CPA should be the preferred choice for a business valuator.

Valuations are an important tool in the transfer of wealth that is occurring today. As CPA’s, we have been preparing valuations both formally and informally for our entire careers. Recognizing a need to formalize our experience to comply with the guidelines set out by the courts, we have been participating in professional seminars, courses and meetings that both enhance our skills and provide us with the recognized professional designations that the courts are requiring.

The need for a Business Valuation may include:

  • Adequacy of Life Insurance
  • Buy/Sell Agreements
  • Bankruptcy and Foreclosures
  • Charitable Contributions
  • Eminent Domain
  • Emplyee Stock Ownership Plans
  • Estate and Gift Taxes
  • Financing Arrangements
  • Franchise Valuation or Evaluation
  • Gifting Programs
  • Incentive Stock Option Programs
  • Initial Public Offerings
  • Litigation
    • Disruption of Business
    • Dissenting Shareholder Actions
    • Divorce
    • Economic Loss Analysis
    • Partner Disputes
    • Wrongful Death
  • Liquidation or Reorganization
  • Mergers and Acquisitions
  • Sale of a Business
  • Succession Planning

Make sure that you have a recognized practitioner to assist you in accomplishing your needs.  For more information about our firm’s Business Valuation Services, contact  Joseph Zaidain  at (937) 866-2533 or