BUSINESS VALUATION | Assessing and Understanding Value

Business Valuation2018-10-11T13:47:50+00:00

Before making a deal or settlement, let us show you what your business is worth.

westbay cpas business valuation

We provide business valuation services to attorneys, business owners, accountants, financial advisors, and corporate executives in the greater Tampa Bay area as well as throughout Florida and The United States.  The value of a business is often the business owner’s most valuable asset.  Whether you are in the midst of a shareholder dispute or difficult divorce, engaged in business tax planning or considering a transaction, the amount attached to the value of your business is extremely important.  We provide comprehensive and objective analysis to assist you in the valuation of any business interest.

We hold the following valuation credentials relating specifically to business valuation services:

ABV: Accredited in Business Valuation (issued through AICPA)
CBA: Certified Business Appraiser (issued through IBA)
CVA: Certified Valuation Analyst (issued through NACVA)

Our business valuation services include all three major purposes for such business valuations:

  • Litigation – Divorce, shareholder disputes, corporate dissolutions, bankruptcy, economic damages, etc.
  • Taxes – Gift and estate taxes, estate planning, business consulting, family limited partnerships, etc.
  • Transactions – Mergers, acquisitions, transition planning, charitable funding investments, leveraged buy-outs, ESOPs, buy-sell agreements, etc.

The purpose of the business valuation can have a significant impact on the ultimate determination of value.  Likewise, the standard of value can also significantly impact the business valuation.  The standard of value addresses the “value to whom”.  Standards of value include, among others:

  • Fair Market Value
  • Investment Value
  • Fair Value
  • Intrinsic/Fundamental Value

Recent trends and market factors are making it increasingly difficult to capture true entity value. Some of these factors include:

  • High market volatility and economic uncertainty making the development of discount rates and other assumptions used in valuations increasingly difficult
  • Globalization, increasing competition, and demographic shifts and their effect on valuations and business succession planning
  • Rapidly changing monetary policies and their impact on interest rates, inflation and other economic factors affecting valuations
  • Exponential increases in intellectual property, intangible assets, and the number of U.S. patents over the past decade and their impact on accounting treatment and quality
  • More stringent financial reporting requirements in areas such as expensing of stock options and goodwill impairment testing

It is vitally important that the firm valuing your business understands these trends and has the industry expertise to capture the true value of your business. See our Related Articles.