Valuation Services

Valuation

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, or divorce.

Our Valuation team is experienced in performing valuations for a wide variety of clients. Our focus is on closely held businesses and professional firms ranging from small to middle market with local, regional, national, and international operations; however, we have also performed projects for billion dollar private and public companies.

Valuation Services

Our valuation services include assisting clients involved in business transactions requiring the valuation of a business, estate, or personal worth.

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)
  • Stock-based compensation
  • 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

 

 

Valuation and Forensic Services Team

Our Valuation and Forensic Services Practice is now in its 25th year and one of the largest practices in Virginia dedicated to providing these specialized services. Our team members collectively possess over 70 years of experience and have performed over 1,600 valuation and forensic projects in more than 220 different industries.

Leadership in the Valuation and Forensic Services Profession

We have developed a national reputation as experts in the field of estate, gift, and income tax valuation. For example:

  • Harold Martin, the Partner-in-Charge of the Valuation and Forensic Services practice served as a co-author of Financial Valuation:  Applications and Models, 1st – 4th ed. which includes a detailed discussion of valuations for tax purposes. This text is used by the American Institute of Certified Public Accountants for its National Business Valuation School to train CPAs in valuation and Harold serves as one of the national instructors for this program.
  • He also served as a technical reviewer of Discount for Lack of Marketability – Guide and Toolkitby James R. Hitchner, et al., the most comprehensive text on this subject to date.
  • Our Valuation and Forensic Services team has significant experience in conducting negotiations with the IRS at the review level and has developed good working relationships and earned the respect of the agents with whom they have dealt.
  • Our team has also been retained by the U.S. Department of Justice to serve as a consultant/expert in a litigation matter to be heard before the U.S. District Court.
  • We have significant experience as both appraisers and experts in valuations for buy-sell agreements.
  • Harold Martin, the Partner-in-Charge of our Valuation and Forensic Services Practice, was an expert witness for the defendant in the Virginia case, Peter F. Dawyot v. Catawba Capital Management, Inc., which resulted in the Court’s decision to set aside the valuation conclusion of a neutral appraiser which was prepared subject to a buy-sell agreement.

Our team is recognized as experts by professional organizations, their peers, and the courts. Read more about our team’s credentials. Keiter CPAs Learn More

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Your Opportunity Advisors

Harold Martin - Business Valuations Forensic Accountant

How Can We Help You and Your Business?

Your Opportunity Advisors


Contact

How Can We Help You and Your Business?

Innsbrook Corporate Center
4401 Dominion Boulevard
Glen Allen, Virginia 23060

804.747.0000 or 804.273.6200

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