Valuation Services

Determining the value of privately-held businesses is a vital aspect associated with many business transactions, including financial reporting, estate planning, and litigation. As these transactions become more complex, the need for a comprehensive and objective determination of valuation increases.

Valuations encompass a complete analysis of business operations or transactional details. Our approach to valuations is both art and science. A valuation must consider both the factual numbers from the past and management’s projections of the future. The analyst also must consider the economic environment, industry status, tax issues, and the people involved.

Jacob K. Farsakh MBA, CPAs can assist by delivering a broad spectrum of valuation services, supplying the important information you and your business need, efficiently and effectively.

The benefits of our valuation services

There will be times when you may need to negotiate a purchase or sale, secure credit, settle a legal dispute, plan your estate, or develop comprehensive tax strategies. Whatever your specific needs, we provide valuations that apply professionally acceptable methods, resulting in a comprehensive and defensible estimate of value.

Other specific situations where a valuation may be required: 

  • Buying or selling a business
  • During a divorce
  • Planning your gift/estate tax strategy
  • Liquidating your business
  • Conducting your duties as an executor of an estate
  • Establishing or maintaining a buy/sell agreement
  • Seeking business financing
  • Strategic business planning
  • Requiring a fairness opinion
  • Complying with SFAS 141, 142, and 144
Our team draws upon not only their vast business valuation knowledge and expertise, but also on years of experience in a wide variety of industry, tax and auditing specializations. Their approach, the “art” aspect of the process, is rooted in assembling a team of experts from our vast network — both within and outside of our firm — who work with you to deliver a professional and carefully reasoned valuation that achieves your objectives on a timely basis.

Jacob K. Farsakh MBA, CPAs’ business valuation or analysis includes:

  • Performing a comprehensive review of your business or the transaction being valued. This may include interviewing management
    and working with other professionals that are a part of your team
  • Reviewing and analyzing your financial data and projections
  • Comparing your business/transactions to other similar businesses/transactions, in order to benchmark your unique circumstances/facts or a specific situation
  • Evaluating the current national and local economic and industry environment to determine the impact
  • Deploying a range of valuation methods to your situation and determine the most appropriate method that best reflects the value
  • Applying applicable discounts or premiums to the value, due to such factors as a lack of control or reduced marketability
  • Providing a professionally written comprehensive report

We keep both the process and the report simple enough to be understood, but detailed enough to support the conclusions. We understand that your business is unique and the results of a valuation must be easily understood by a third party. A judge, jury, or IRS agent must be able to follow the logic in a valuation report. Our expertise and comprehensive approach helps ensure that you receive a well-reasoned, well-presented valuation that supports your position. Should your valuation be questioned by the taxing authorities or through litigation, we will be there to provide the support and expertise needed to defend your position.

Our Valuation Services experts are CPAs and have either the CVA (Certified Valuation Analyst) or ABV (Accredited in Business Valuation) certifications. All are members of The National Association of Certified Valuators and Analysts (NACVA). If you have specific questions about our services, or you would like to arrange a complimentary consultation, please contact us.