Business Valuation

“I don’t even know where to start to try and figure out what my business is worth.” For many business owners, this is a common sentiment. Coming up with an accurate value for your business is especially challenging when you are trying to place a dollar amount on the years of hard work, dedication and passion you have poured into your company.

Determining value is a difficult process and depends on a number of factors, like how long you’ve been in business; how many employees you have; the amount and condition of the equipment, facilities, supplies and inventory; the type of customers; etc. There is no magic solution in determining the correct price for your business but it is critical that you know the value of your business. It is also important to understand why, because the value of your business will vary depending on the nature and purpose of the valuation. Conducting a business valuation provides the knowledge you need to plan for a successful financial future for you, your family and your business.

At CFS, we understand clients may need analytical services beyond the traditional tax and accounting services.  Our business valuation service is performed for privately-owned companies to serve a variety of needs. Value determinations are often requested for the following reasons: 

• Gift & estate taxes
• Succession planning
• Marital dissolutions
• Buy/sell agreements
• Mergers & acquisitions
• Business planning
• Shareholder disputes
• Employee Stock Ownership Plans
• Litigation support

CFS business valuation partners have earned certification as valuation analysts and are also accredited in business valuation. This expertise and experience allows us to prepare a comprehensive report, based on careful analysis and supported by detailed calculations. We work as a team that provides thorough review and consideration of relevant facts and circumstances.