Our Services  Business Valuation
 For some people, a closely held business is one of their most valuable assets. Unfortunately, many small business owners scratch their heads when asked how much their business is worth.
A valuation provides information for key decisions
- How much is our business worth and how can we make it more valuable?
- What type of financing is required to meet our goals? How much is required?
- How can we improve profitability?
- Do our financial statements reflect management’s operating philosophies?
- How do we safeguard our assets?
- How do we measure what matters?
Most small to mid-sized businesses hire a CPA for tax returns, compilations and audits.
However, few business owners routinely request a business valuation.
This situation is indeed a paradox, as a business valuation is one of the most
valuable services a CPA can offer.
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CPA service
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When
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Why
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Tax return
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Soon after year-end
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To satisfy IRS requirements.
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Compilation
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Monthly, quarterly
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To evaluate historical numbers.
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Audit
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Soon after year-end
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To satisfy the requirement of creditors or the SEC.
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Business valuation
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Recommended every 3 years
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- To value an important asset.
- To get a vision for the future.
- To improve decision making.
- To assist in long-range plans.
- To understand what drives value.
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A business valuation is a forward looking instrument that is an integral part of strategic and financial planning.
A valuation is more than numbers; it is a stepping stone to opportunities.
To better understand why we say a business valuation is more than numbers,
visit our sample cases page.
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