When Do You Need a Professional Business Valuation?

As the life cycle of a business progresses, valuation, succession, and disposition become intertwined as owners seek to transfer ownership interests and/or create liquidity.

Traditional financial statement measures rarely reflect the true value of a successful business. While publicly traded companies find their value in a free market of buyers and sellers, owners of privately-held companies do not enjoy such readily available data.

A business valuation is a structured process designed to quantify the "value" of a business, business interest, or special situation for a defined purpose. The goal of a valuation is to determine an estimate of the value of the business - a sole proprietor's capital, a general or limited partner's equity, or a preferred or common shareholder's stock. United Valuation Services offers professionally prepared business valuations for the following common purposes:

  • Gift & estate planning /taxation
  • Marital dissolution
  • Partner/shareholder disputes
  • Mergers & acquisitions
  • Family limited partnerships
  • Damage/economic loss analysis
  • Determination of life insurance needs
  • Valuing stock options
  • Obtaining financing
  • Charitable contributions
  • Bankruptcy
  • Buy/sell agreements
  • Intangible assets
  • Succession planning