Business Valuation Services | Value of Business

What We Do For You

We provide expert business valuation services for numerous industries and purposes. acquisitions. Although our specialty is business valuations for business sales, mergers, and acquisitions, we also prepare business valuations for ESOPs, portfolio company valuation, and estate and gift determinations. Our team holds numerous professional certifications including Certified Public Accountants (CPA), Certified Valuation Analysts (CVA), Accredited Business Valuators (ABV), and Certified Global Management Accountant (CGMA). Our diverse backgrounds and decades of experience make us uniquely qualified to with any of your valuation needs.

The Value to You

A proper determination of business value can be the difference between paying too much in a business acquisition or selling one for too little. It can also ensure that gifts are properly valued to avoid IRS problems in estate planning. An expert valuation lowers risk.

Services

Many situations present themselves where an expert determination of value is needed. These instances can include supporting a decision to sell a business at a fair price, acquiring a competitor to strategically grow or complying with tax laws in a gift or estate valuation. Often, these projects are complex and require experience and significant technical skills. The consequences of making the wrong value determination can be costly, leading to poor financial decisions or improper compliance.

We have experience performing valuations across many different industries, including professional services, manufacturing, food processing, transportation, medical, dealerships, and construction. Our processes are streamlined and efficient, ensuring timely service delivery while maintaining the highest professional standards. We adhere to the professional standards of both the American Institute of Certified Public Accountants (AICPA) and the National Association of Certified Valuation Analysts (NACVA), and our team members are dedicated to keeping up with the latest trends and techniques.

Our Valuation Services:

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Opinions of Value 
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Gift and Estate 
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Calculations of Value

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Acquisition Activities 
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Buy/Sell Agreement Support 
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  Portfolio Valuation
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Employee Stock Ownership Plans (ESOP)

Frequently Asked Questions About Business Valuations

Q: What is the purpose of a business valuation?

A business valuation provides a professional opinion of value, which can be critical for transactions, estate and gift planning, financial reporting, litigation, or dispute resolution.

Q: What types of valuation services do you offer?

We provide valuation services for business sales and acquisitions, estate and gift tax purposes, and other special-purpose needs.

Q: Who performs the valuations at Breneman Advisors?

Valuations are performed by our experienced team, which includes Certified Public Accountants (CPAs), Certified Valuation Analysts (CVAs), and Certified Global Management Accountants (CGMA).

Q: Are your business valuations compliant with industry standards?

Yes. We adhere to the professional standards set by the American Institute of Certified Public Accountants (AICPA) and the National Association of Certified Valuation Analysts (NACVA).

Q: What industries do you work with?

We have experience valuing businesses in a wide range of industries, including professional services, manufacturing, medical, dealerships, food processing, transportation, and construction.

Q: Do I need a valuation if I am considering a sale of my business?

We would say no. You need to know what the business is worth, but a valuation report is not necessary. You also need to ensure the valuation uses an Investment Value standard rather than Fair Market Value. We will work with you at no charge to assess the value range of your business for purposes of a sale.

Services - Business Valuation Services