Valuation Services

Have you ever been asked the value of your business?

If you are the owner of a closely held business, you may have been confronted with the need to value your ownership interest for purposes such as estate planning, financing, buy/sell agreements, acquisitions, and divorce.  However, you may not know the value of this interest because the security is not traded on a public exchange.  Since you may have invested significant time and effort in building your business and its value may be your most valuable asset, you should hire a specialist in business valuation who possesses the requisite expertise and experience.

Business Valuation and Forensic Services Team

Richmond Business ValuationsOur Business Valuation and Forensic Services Department is one of the largest practices in Virginia dedicated to providing these specialized services. Our experience includes over 1,100 valuations in over 75 different industries. Collectively, our team members possess over 40 years of experience.

Our valuation services include assisting clients involved in business transactions requiring the valuation of a business, estate, or personal worth.  Our experience includes valuations for a variety of purposes, including taxation, financial reporting, transactions, stock ownership/option plans, general business, and litigation.

Our VFS practice also has experience in performing valuations for a wide variety of industries.  The size and geographic markets of these companies range from small, local companies to middle market companies with regional, national, and international operations.

Business Valuation Services

Taxation

  • Estate planning
  • Estate and gift taxes
  • Charitable contributions
  • Stock-based compensation plans
  • Purchase price allocation
  • Personal and entity goodwill
  • Built-in gains

Financial Reporting

  • Fair value reporting (ASC 820)
  • Purchase price allocation (ASC 805)
  • Goodwill impairment (ASC 350)
  • Preferred and restricted stock
  • Complex securities (preferred stock, convertible preferred stock, options, warrants, and stock appreciation rights).

Transactions

  • Buy/sell agreements
  • Corporate restructurings
  • Purchase/sale of business
  • Mergers and acquisitions
  • Fairness opinions

Stock Ownership/Option Plans

  • Employee Stock Ownership Plans (ESOPs)
  • Incentive Stock Option Plans (ISOPs)

General Business

  • Intellectual property
  • Adequacy of insurance
  • Financing

Litigation

  • Divorce
  • Shareholder disputes 


Business Valuation Articles

"The ABC's of Selecting a Business Valuation Expert" Virginia Lawyers Weekly 2010
"The Direct and Indirect Methods of Valuing Minority Interests Using the Income Approach" FVLE April/May 2009
"The Guideline Company Transaction Method: What Does the Information Really Mean?" FVLE Dec 2008/Jan 2009
"What's Your Closely Held Business Worth" Retail Partners June 2004
"By Planning, Owners can Maximize Value of Business, Personal Wealth" Richmond Times Dispatch March 19, 2001