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Business Valuations

If you own a business, want to protect your wealth, or determine how much an asset is worth, you will at some point need a professional valuation service.  It may be to:
  • Sell you business at a price commensurate with its value
  • Provide a lender with an estimate of value for a business loan
  • Plan for a merger, acquisition or stock offering
  • Develop an estate or tax plan to protect your wealth
  • Create a succession plan
  • Assist attorneys in litigation
  • File an insurance claim
  • Set up an Employee Stock Ownership Plan (ESOP)
Whatever its purpose, valuation is a widely used discipline that can play a key role in helping you achieve your financial goals. Business valuation professionals can give you the answer.

Business valuation is a complex process requiring broad knowledge of finance and business, expert application of recognized valuation methodologies, and diligent adherence to professional standards. It is an art, rather than a science, in which sound judgment based on solid experience in the discipline, is of utmost importance.

Selecting a Valuation Professional
 
It is crucial to determine the purpose of the valuation and what the practitioner will include in the estimate of value. This determination shapes the choice of valuation method to apply, because different approaches and concepts may be more appropriate for different purposes.

You want an expert whose training and experience enable him or her to apply an appropriate methodology and derive a value that is both reasonable and supportable. You also want someone who has a thorough understanding of the financial and operational aspects of your business.

CPAs bring to the task of valuation:
  • A proven track record of competence
  • Integrity
  • Objectivity
  • Sound judgment
  • Commitment to quality service
AICPA is the premier national professional association of CPAs, with more than 340,000 members. In its continuing efforts to serve the public interest, AICPA sets the standards for CPA services, upholds the profession's code of conduct, and provides professional education, and certification programs. As CPAs we have the commitment to quality service and the proven competence to fully satisfy your valuation needs.

ABV - Valuation With Added Value
 
To provide assurance that business valuation service providers are experienced, tested, and certified, AICPA has developed the Accredited in Business (ABV) credential for CPAs.

Those who earn the ABV credential must:

  • Be a member in good standing of the AICPA
  • Hold a valid CPA certificate of license
  • Demonstrate substantial experience in business valuation
  • Pass a rigorous business valuation exam
  • Demonstrate a history of continuing education
To maintain the ABV credential, a CPA must meet the requirements for recertification every three years. These include submitting evidence of continuing substantial involvement in the discipline and completing related Continuing Professional Education (CPE) courses. The ABV credential certifies that you are working with a certified valuation professional - a CPA who brings added value to a valuation engagement.

As a CPA/ABV we combine a sophisticated understanding of accounting, taxation, financial statement analysis and business operations in many different industries with proven competence in valuation. Building on core competencies, the ABV gives us an advantage in meeting your valuation needs.

When you need reliable, impartial advice, give yourself the advantage of working with a CPA/ABV and get valuation service you can bank on.

The advantage of a CPA Accredited in Business Valuation (ABV) includes:
  • Rigorous ABV certification requirements by AICPA
  • Proven competence in the complexities of business valuation
  • Advanced CPA training and broad knowledge of finance and business
  • Skill in selecting the most appropriate valuation methodology
The CPA/ABV credential is the mark of a valuation professional who is able to provide a sound, credible valuation based on all relevant facts, common sense, and informed judgment and reasonableness.

Call us to discuss your valuation needs; we would be pleased to discuss how we can meet them and assist with other accounting and consulting services.

For more information, please email or call our office at 903-758-0734.