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Business Valuation

MarksNelson CPA understands the valuation of a closely-held business is a complex process that requires a broad knowledge of accounting, finance, economics, and taxation.

Business valuation is a complex process that requires a broad knowledge of accounting, finance, economics and taxation. Credentialed and experienced in all aspects of valuation, our team puts that knowledge to work with a skillful application of recognized valuation methodologies and a diligent adherence to professional standards.

How Can We Help?

Whatever your need, MarksNelson helps you understand the value of your business for:

  • Estate and gift tax purposes (complying with adequate disclosure regulations)
  • Income tax purposes (compensation, charitable contributions, asset acquisition allocations)
  • Marital dissolution (litigated and collaborative)
  • Shareholder, operating and partnership agreements
  • Dissenting shareholder, minority and oppression suits
  • Purchase / sale of business and purchase /  sale /  redemption of ownership interests
  • Stock options / warrants
  • Valuation review reports (critiques)
  • Audit procedures related to valuation reports in benefit plan audits

Valuation and Reporting That You Need:

  • Comprehensive Report – USPAP compliant opinion of value based on complete analysis with detailed reporting.
  • Summary Report – USPAP compliant opinion of value based on complete analysis with limited reporting.
  • Calculation of Value – Estimate of value based on specific valuation procedures agreed-upon by the client.
  • Oral Report – Estimate of value based on specific valuation procedures agreed-upon by the client.
  • Market Multiple Analysis – Determination of median multiples of revenue and/or sellers’ discretionary earnings for a hypothetical business and an explanation of how to apply these multiples in a typical sale of a hypothetical business.
  • Defined Benefit Pension Plans – Estimate the present value and the marital portion of monthly pension plan benefits.

Whatever the reason for a business valuation, MarksNelson’s accredited professionals are experienced in applying accepted and relevant valuation methodologies. Since 1968, we have provided competent and professional business valuation services to individuals, family-owned businesses and large companies.

Our team holds a number of accreditation’s from organizations including:

American Society of Appraisers

  • Accredited Senior Appraiser
  • Accredited Member

American Institute of Certified Public Accountants

  • Accredited in Business Valuation
  • Certified in Financial Forensics

Institute of Business Appraiser

  • Certified Business Appraiser

National Association of Certified Valuation Analysts

  • Certified Valuation Analyst
  • Master Analyst in Financial Forensics