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.



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

Estate planningEmployee Stock Ownership Plans (ESOPs)
Estate and gift taxesIncentive Stock Option Plans (ISOPs)
Charitable contributionsGENERAL BUSINESS
Stock-based compensation plansIntellectual property
Purchase price allocationAdequacy of insurance
Personal and entity goodwillFinancing
Built-in gainsLITIGATION
Fair value reporting (ASC 820)Shareholder disputes
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)
Buy/sell agreements
Corporate restructurings
Purchase/sale of business
Mergers and acquisitions

VFS services and team stats

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:

  • 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 valuation for buy-sell agreements.
  • 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

Access Published Thought Leadership Content. Keiter CPAs Learn More

See our list of industries that we have served as consultants and/or experts for valuation projects.  Keiter CPAs Learn More

Valuation and Forensic Service Team Newsletter

What’s the Deal: Private Equity Trends in the Healthcare Industry

BVR Update: The Latest News from the 2023 VSCPA Forensic and Valuation Conference

BVR Update: Hot Topics at the 2022 VSCPA Forensic and Valuation Conference

View all Valuation and Forensic Insights

Your Opportunity Advisors

Asif Charania

Partner, Valuation & Forensic Practice Leader

Harold Martin, Jr.


Greg Saunders

Valuation & Forensic Services Senior Manager

Contact Us