Home  | All Services  |
Business Valuation
File Your BOIR By March 21, 2025 12:00AM
00
Days
00
Hours
00
Minutes
00
Seconds

Business Valuation

Discover the True Value of Your Business

Your business deserves an accurate and insightful valuation. Understanding your company’s worth is crucial, so with our team of licensed CPAs and tax professionals and a tailored approach to every business valuation, we can ensure that you receive a clear picture of your current position and future potential. 

‍

See ERC Industries
Download Summary
See ERC Industries
Schedule a free call
​​
Home  | All Services  |
Business Valuation

Business Valuation

Discover the True Value of Your Business

Your business deserves an accurate and insightful valuation. Understanding your company’s worth is crucial, so with our team of licensed CPAs and tax professionals and a tailored approach to every business valuation, we can ensure that you receive a clear picture of your current position and future potential. 

‍

Schedule A CallDownload SummarySee ERC Industries
Estimate Your R&D Tax Credit
Schedule A Call
Download SummarySee ERC Industries
Schedule a free consultation
No items found.

Why Get a Business Valuation?

‍

Whether you’re planning for the future, navigating a transition, or simply seeking clarity, a professional business valuation provides invaluable insights. Here are some key reasons to consider one:

  • Selling Your Business: A precise valuation ensures you receive fair market value and attracts qualified buyers.
  • Acquiring Another Business: Understand the true worth of your target company and make informed investment decisions.
  • Estate Planning: Accurately assess the value of your business for tax purposes and inheritance planning.
  • Funding Opportunities: Secure favorable loan terms or attract investors with a credible valuation of your business.
  • Dispute Resolution: Settle legal matters involving ownership or shareholder equity with an objective valuation.

Our Valuation Approach

‍

Our team uses a multifaceted approach, considering both quantitative and qualitative factors in business valuations. We will combine industry-standard methodologies with our deep understanding of your business and the market landscape to provide a comprehensive and reliable assessment.

  • Discounted Cash Flow (DCF) Analysis: We project your future cash flows and discount them to present value, reflecting your business’s growth potential.
  • Market Comparison Method: We compare your business to similar companies in terms of size, industry, and financial performance to arrive at a fair market value.
  • Transaction Multiples Analysis: We analyze recent deals involving comparable businesses to determine appropriate valuation multiples for your company.
  • Asset-Based Method: We assess the value of your tangible and intangible assets to provide a lower bound estimate.

‍

business meeting discussing paperwork

Why Get a Business Valuation?

‍

Whether you’re planning for the future, navigating a transition, or simply seeking clarity, a professional business valuation provides invaluable insights. Here are some key reasons to consider one:

  • Selling Your Business: A precise valuation ensures you receive fair market value and attracts qualified buyers.
  • Acquiring Another Business: Understand the true worth of your target company and make informed investment decisions.
  • Estate Planning: Accurately assess the value of your business for tax purposes and inheritance planning.
  • Funding Opportunities: Secure favorable loan terms or attract investors with a credible valuation of your business.
  • Dispute Resolution: Settle legal matters involving ownership or shareholder equity with an objective valuation.

Our Valuation Approach

‍

Our team uses a multifaceted approach, considering both quantitative and qualitative factors in business valuations. We will combine industry-standard methodologies with our deep understanding of your business and the market landscape to provide a comprehensive and reliable assessment.

  • Discounted Cash Flow (DCF) Analysis: We project your future cash flows and discount them to present value, reflecting your business’s growth potential.
  • Market Comparison Method: We compare your business to similar companies in terms of size, industry, and financial performance to arrive at a fair market value.
  • Transaction Multiples Analysis: We analyze recent deals involving comparable businesses to determine appropriate valuation multiples for your company.
  • Asset-Based Method: We assess the value of your tangible and intangible assets to provide a lower bound estimate.

‍

business meeting discussing paperwork

Unlock Your R&D Tax Credits

You're already investing in groundbreaking work. Let us turn those investments into a significant financial return. We specialize in navigating the complexities of the R&D tax credit, making the process simple and rewarding for you. Our expert-led approach ensures you not only maximize your claim but also receive the robust documentation to back it up.
Blue icon describing analytics.
Step 1: Discover Your Opportunity

Let's find out what you're owed—at no cost. In a brief, confidential consultation, we'll learn about your projects and goals. This allows us to identify your qualifying activities and calculate a reliable estimate of your potential tax savings.

Step 2: See the Full Picture

Using the information gathered, we’ll deliver a detailed Scope of Work that presents a clear strategy. It includes your refined credit benefit estimate, our precise methodology for the study, and a full breakdown of the project timeline and associated fees. No surprises, just a clear path forward.

Step 3: Secure Your Savings

We partner with your team to perform a thorough R&D study, documenting all qualifying activities and costs. The result is
an ironclad claim and a complete substantiation package designed for audit defense, allowing you to claim your credits with total confidence.

co-workers at a desk focused on a computer screen

Our Business Valuation Services

‍

  • Sales Valuations: Accurately determine your business’s market value for a smooth and profitable sale.
  • Investment Valuations: Attract potential investors with a reliable valuation that showcases your company’s growth potential.
  • Fairness Opinions: Ensure equitable treatment for all stakeholders in mergers, acquisitions, and other complex transactions. 
  • Intangible Assets Valuations: Assign proper value to your intellectual property, brand, and other non-physical assets.
  • Estate and Gift Tax Valuations: Minimize tax liabilities with accurate valuations for estate planning and gifting purposes.

Find Your Business’s Value

A comprehensive business valuation from Strategic Tax Planning is not just a snapshot of your current worth. It’s an investment in your future. Our insights can empower you to make informed decisions and optimize financial strategies. We’re here to guide you every step of the way, ensuring your business receives the recognition it deserves.

‍

Ready to Estimate Your Savings?

Discover your potential savings with a free, no-obligation estimate. Our R&D questionnaire helps you determine how much your business could save.

Start now
A placeholder image
Learn About Partnering With Our Team

The Corporate Transparency Act is in effect. You can get started today by signing up to be notified for updates or by partnering with our team to proactively review your clients' business structures and tax planning strategies.

Download Summary
Schedule a free call
​​

FAQs

Unclear about our service? Dive into our FAQs for clarity and keep the questions coming.

Ask Us A Question
What information do you need from me for a valuation?

We typically require financial statements, tax returns, industry data, and information about your business model, operations, and future prospects. The specific requirements will vary based on your individual needs.

How do you ensure the accuracy of your valuations?

We utiliize a data-driven approach, combining financial analysis, industry benchmarks, and market trends. We also adhere to strict professional standards and maintain transparency throughout the process.

What are the next steps after the business valuation is completed?

We will present the valuation report and discuss its implications clearly. If there are any questions, we will provide ongoing guidance based on your needs.

View Insights From Our Team

Explore our curated list of downloadable PDFs and other resources for more information. 

See All Resources

SALT Deduction Relief: Big Changes from the One Big Beautiful Bill

The One Big Beautiful Bill (OBBBA) significantly increases the state and local tax (SALT) deduction cap, providing relief for taxpayers, especially in high-tax states.

Trump Accounts: A New Financial Head Start for American Families

Trump Accounts offer a new way for families to provide a financial head start for children born between 2025 and 2028, combining government funding, tax advantages, and ongoing contributions.

Small Strategies That Add Up: Tips, Overtime, and Other Planning Opportunities

Smaller, often overlooked, tax strategies can lead to significant savings. Beyond the major changes introduced by the One Big Beautiful Bill, several planning opportunities for 2025 are worth considering.
View all
A placeholder image
Contact us
Get Started Today

Do you have questions for tax professionals?

You can fill out the form for a free consultation to learn more about how we can help you achieve your financial goals.

Call Now - (202) 455-6010
Schedule a free consultation