There are a number of scenarios in which a business valuation is necessary or recommended:
If you’re buying or selling a business, you need to know its fair market value. A valuation helps both parties agree on a reasonable price.
Understanding the value of both companies is essential for determining the terms of a merger or acquisition.
Potential investors or lenders will often require a business valuation before committing funds.
Valuations are necessary for legal matters such as shareholder disputes, divorce settlements, tax purposes, and estate planning.
A business valuation is needed for financial reporting, especially for privately held companies.
If you’re planning to exit a business, a valuation is essential for determining the value of your stake.
Business valuation services are needed when setting up employee stock ownership plans.
Valuations can help owners understand the current standing of their business, allowing for more informed (and effective) strategic planning.
For business insurance purposes, it’s important to have an accurate valuation of your business assets.
In cases of litigation, having a business valuation can be critical for supporting your case.
This is just a sampling of the many ways business valuation services can prove invaluable. They will keep you from being taken advantage of, leaving money on the table—and they’ll help to set you up for future success.
Let’s talk about how business valuable services from Gift CPAs can help you.
Business valuation is an in-depth process that requires time, research, and industry experience. The professionals at Gift CPAs are prepared to employ methods including the Market Approach, Income Approach, and Asset Approach.
How will your company or the company you want to acquire be valued? Speak to a member of the Gift CPAs team to determine the best valuation method for your circumstance.
If you’re thinking about hiring an accountant to perform a business valuation, you’re sure to have questions. Here are a few that we’re often asked. Please contact us to ask questions of your own or to schedule a consultation.
The time required for business valuation services can vary depending on the complexity of the business and the purpose of the valuation. Generally, it takes anywhere from a few weeks to a few months.
Typically, financial statements, tax returns, business plans, contracts, organizational documents, and other relevant information about the business will be required. A specific list will be provided by your business valuation consultant.
The frequency of business valuation depends on the company’s circumstances and industry standards. It’s often recommended to have a business valued at least once every two to three years, but it may be necessary more frequently in some cases, like before a major transaction.
It’s crucial to choose a reputable and experienced valuation firm with certified business appraisers. Ask about methodologies and approaches used in the valuation process to ensure all relevant factors are being considered.
Valuations are just one of the functions performed by the accounting professionals at Gift CPAs. We also offer the following services to our clients:
Knowing the monetary value of the business you’re buying or selling, acquiring or merging with, will help to increase your chances of success so you can help as many people as possible. At Gift CPAs, that’s what we want most for our clients.
You can start by contacting us to schedule a consultation. Or, use the links below to find a professional you want to work with in our Harrisburg, Myerstown, Mechanicsburg, Lancaster, or Ephrata location.
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