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 free call
​​

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. 

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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.

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See How R&D Credits Can Benefit You

Find out how to maximize your research and development (R&D) credit benefits. Our process is focused on transparency, client service, and deep technical expertise.
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Step 1: Request Complimentary Analysis

Get a free initial consultation to discuss your business's ambitions. After the call, we will request some limited additional information to help us refine your estimated credit benefits. This step usually takes 1-2 hours of your time. 

Step 2: Receive Proposed Scope of Work

After we evaluate the information gathered, we develop an estimated benefit and lay out the R&D study methodology that will best suit your business, along with the associated timeline and fees.

Step 3: Claim Your Credits

Once the full scope of work is agreed to, we request additional information and conduct interviews in order to determine the final amount of R&D costs under section 174 for the R&D credit. We create a detailed deliverable to support the results, including substantiation for the activities included as R&D.

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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.

Get in Touch with Our Financial Professionals

Call us for a consultation today or fill out our contact form.

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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.

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FAQs

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

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. 

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Join Erin Savery, CPA, MST, for a recorded webinar on this new compliance requirement for more than 30+ million businesses in the US. During the event, Erin will break down the key insights and implications of the CTA.

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Substantial tax relief and incentives for American families and workers is on the horizon depending on Senate outcome.
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Get Started Today

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Fill out the form and we will schedule a free initial consultation with no commitment to learn more about how we can help you achieve your financial goals.

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