Our firm, Business Valuations, Ltd., has a national footprint specializing in midmarket private companies ($10MM - $1B). The majority of our clients are attorneys and CPAs who retain us to measure, create or defend business and equity values for transaction, tax and transfer purposes as well as disputes.
As an IRS/Court qualified business valuation expert for 20+ years, I have had the privilege of advising thousands of owners and their advisors on matters ranging from gift/estate tax transfers of minority interests to establishing ESOPs to enhancing equity through debt and private equity funding sources. Common retentions range from buy-sell agreement values to partner equity disputes where the rare skill is capturing the company’s economic benefit is applied. This is more than comparing the company to industry data while keeping in mind the sector and economy’s influence on price multiples. The real differentiation between rules of thumb and S/W driven values is quantifying risk. The lower the risk, the higher the multiple. Examples are client concentration, knowledge and relationships held by too few and incorrect use of advisors. If you want high caliber, independent valuation opinion with the depth of analysis and research our clients expect, we’re the right firm.