Business Valuation

There are several situations where a business might find itself needing business valuation services. Anything from a partial or total sale of a company to an estate or divorce settlement to a shareholder dispute. In any of these situations, a business owner wants to have confidence that the professionals conducting the valuation work are knowledgeable, experienced and collaborative.

A business valuation is a formal process to estimate the value of a business. It relies on the professional judgment of an analyst who weighs the nature of the business, its financial performance, local and national economic conditions, values of assets and related liabilities, plus any unique know-how or proprietary technology to arrive at an estimate of the value of the business.

HTB professionals possess valuation experience that serve in several business scenarios as well as litigation consulting. Our knowledge of business valuation methods and experience in the area makes our team uniquely skilled to conduct your valuation. As an industry leader, HTB holds memberships in key professional associations, such as the National Association of Certified Valuation Analysts.

Why Might You Need A Business Valuation?

A business may need valuation for any of the following reasons:

Estate & Succession Planning

  • Estate or business succession planning
  • Determining taxable value of your business interest
  • To avoid an incorrect value that could cause you to miss out on tax-saving strategies
  • Avoid a value that is inflated that could result in an investment of time and money in unnecessary planning

Sales, Buy-outs, & Other Transfers

  • May be no active market to set price
  • Determine capital gain
  • Sale of business to family member or outsider
  • Transfer of business under buy-sell agreement
  • Transfer of business interest by gift

Other Business Valuation Needs may include:

  • Estate tax purposes
  • Bankruptcy
  • Allocation of purchase price
  • Business Disputes
  • Buy/Sell
  • Divorce
  • Estate & Gift Planning
  • Financing
  • Mergers & Acquisitions
  • Other Business Valuation Scenarios

Our highly trained and experienced professionals work with attorneys, other accountants and financial institutions to ensure you are represented fairly.