Accurate Business Valuation for Critical Legal and Financial Matters

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Determining the true value of a business is one of the most consequential tasks in legal and financial planning. Whether the matter involves a contested divorce, a shareholder dispute, estate and gift tax compliance, or a corporate transaction, an inaccurate or unsupported valuation can have lasting financial and legal consequences.

That’s why attorneys and their clients rely on our credentialed valuation professionals to deliver insightful, credible findings that hold up under the highest scrutiny.

Our professionals hold respected designations in valuation theory, possess broad industry knowledge, and have extensive experience valuing businesses across diverse sectors. We combine technical rigor with practical insight to produce valuations that are accurate, transparent, and court-ready.

Our forensic accounting team is composed of credentialed professionals, including:

Certified Public Accountants (CPA)
Certified Fraud Examiners (CFE)
Accredited in Business Valuation (ABV)
Certified in Financial Forensics (CFF)

We maintain our expertise through active participation in forensic accounting committees and continuing education programs, ensuring we bring the most current methodologies to every engagement.

Attorneys Rely on Our Business Valuation Services For:

Marital Disputes & Equitable Distribution: Establishing the fair market value of business interests during divorce proceedings.

Estate & Gift Tax Planning: Providing defensible valuations for IRS purposes and estate administration.

Shareholder Disputes: Quantifying the value of ownership interests in disputed corporate matters.

Partnership Disputes: Determining fair value when business partners disagree on the worth of shared interests.

Corporate Disputes: Supporting litigation involving breach of fiduciary duty, dissenting shareholder actions, and corporate fraud.

Succession Planning: Enabling business owners to plan the orderly transfer of ownership with confidence.

Acquisitions & Divestitures: Providing independent valuation opinions to support buy-side or sell-side transactions.

Financial Reporting: Delivering purchase price allocations and impairment analyses under ASC 805 and ASC 350.

Buy-Sell Agreements: Establishing values for contractual buyout provisions between business partners.

Mergers & Acquisitions: Offering independent opinions of value to facilitate informed deal-making.

Our Valuation Methodology

We apply the most appropriate valuation approaches based on the specific facts of each engagement:

Income Approach: Valuing a business based on its capacity to generate future economic benefits.
Market Approach: Benchmarking against comparable transactions or publicly traded guideline companies.
Asset Approach: Determining value based on the fair market value of underlying assets and liabilities.

Our findings are compiled in comprehensive, well-documented reports that clearly explain our methodology, assumptions, and conclusions and are designed to withstand cross-examination.

Frequently Asked Questions

How long does a business valuation take?

The timeline depends on the complexity of the business and the availability of financial records. Most valuations are completed within two to six weeks, though complex matters may require additional time.

What documents are needed for a business valuation?

Typically, we require three to five years of financial statements, tax returns, ownership agreements, and any relevant contracts or industry data. We provide a detailed document request list at the start of each engagement.

What is the difference between fair market value and fair value in business valuation?

Fair market value assumes a hypothetical transaction between unrelated parties, while fair value is a legal standard used in certain jurisdictions for dissenting shareholder and matrimonial proceedings and may not include all typical valuation discounts.

Can a business valuation expert testify in court?

Yes. Our valuation professionals are experienced expert witnesses who have testified in federal courts, state courts, and arbitration forums. Our findings are designed from the outset to withstand cross-examination.