Business Valuations

What is 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	STOCK OWNERSHIP/OWNERSHIP PLANS
Estate planning	Employee Stock Ownership Plans (ESOPs)
Estate and gift taxes	Incentive Stock Option Plans (ISOPs)
Charitable contributions	GENERAL BUSINESS
Stock-based compensation plans	Intellectual property
Purchase price allocation	Adequacy of insurance
Personal and entity goodwill	Financing
Built-in gains	LITIGATION
FINANCIAL REPORTING	Divorce
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)
TRANSACTIONS
Buy/sell agreements
Corporate restructurings
Purchase/sale of business
Mergers and acquisitions

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:

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.

Access Published Thought Leadership Content.

REPRESENTATIVE Industries Served

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

Financial Reporting Valuations

Precision and compliance are essential when it comes to fair value measurements.

We deliver independent valuations for financial reporting under U.S. GAAP and IFRS, including purchase price allocations (ASC 805), goodwill impairment (ASC 350), and equity-based compensation (ASC 718). Our valuations stand up to audit review and support transparent, timely reporting for investors, auditors, and regulatory bodies.

Corporate Taxation Valuations

Navigating tax regulations for complex business structures requires accurate and defensible valuation insights.

We provide valuations for corporate tax planning, reorganizations, transfer pricing, and entity structuring that align with both IRS guidelines and strategic business goals. Our team works closely with tax professionals and corporate advisors to support efficient, compliant outcomes that withstand scrutiny.

Estate & Gift Taxation Valuations

Transferring wealth requires more than intent – it demands defensible, well-documented valuations that meet IRS standards.

Our valuation professionals deliver objective, supportable analyses for estate and gift tax reporting, helping clients plan strategically while minimizing tax exposure. Whether valuing closely held businesses, minority interests, or family partnerships, we provide precise, compliant valuations tailored to your estate planning needs.

Shareholder Transaction Support

Complex shareholder transactions require more than just valuation – they demand clarity, objectivity, and strategic insight.

Our forensic and valuation professionals assist business owners, investors, and legal advisors with buy-sell agreements, shareholder disputes, minority interest valuations, and equity restructurings. We deliver independent, defensible analyses that stand up to scrutiny, helping stakeholders make informed decisions and mitigate risk during transitions. Whether navigating contentious separations or planning for future ownership changes, we provide the financial clarity needed to move forward with confidence.

Valuation in Litigation

When business value is central to a dispute, credibility is everything.

We provide expert valuation services in commercial litigation, divorce proceedings, shareholder disputes, and economic damages cases. Our professionals deliver well-reasoned, courtroom-ready analyses and serve as expert witnesses when needed, combining technical rigor with clear, defensible testimony.