Valuing a roll-up or platform acquisition requires more than applying a generic EBITDA multiple. In consolidation strategies, the buyer is not just purchasing today’s earnings, it is underwriting expected acquisitive growth, margin expansion, integration risk, and the possibility of multiple arbitrage. For business owners, investors, and advisors, the central valuation question is whether the company […]
Before a buyer makes an offer, they are not just looking at last year’s earnings, they are testing whether those earnings are durable, transferable, and supportable under a fair market value standard. In business valuation, this diligence matters because the buyer’s view of earnings quality, customer concentration, and transferability often determines the multiple applied, the […]
When you are considering the purchase of a privately held business, the asking price is only a starting point. A credible valuation framework helps you determine what the company is worth based on its earnings, growth, risk, asset base, and market evidence, not just what the seller hopes to receive. For United States buyers, this […]
Business valuation in bankruptcy and restructuring is fundamentally about determining what a privately held company is worth under changing legal, financial, and operating conditions. In these situations, value may need to be measured as a going concern, on a liquidation basis, or as a solvency analysis tied to specific legal tests. For business owners, creditors, […]
When a C corporation elects S corporation status, the company does not just change its tax treatment, it also creates a valuation question with real financial consequences. The date-of-conversion fair market value becomes the key reference point for built-in gains analysis, shareholder tax planning, and, in some cases, future transaction structuring. For business owners and […]
A charitable contribution of closely held stock can create meaningful tax benefits for a business owner, but the deduction is only as strong as the underlying valuation support. For privately held companies, the IRS generally requires a qualified appraisal that establishes fair market value, and the appraisal must be prepared with the same discipline used […]
Business valuation for litigation and legal disputes is not the same as valuation prepared for a sale, tax planning, or internal decision-making. When a valuation is intended for court, arbitration, mediation, shareholder disputes, divorce, dissenting shareholder matters, or damages analysis, the appraised value must be supported by a defensible standard of value, independent judgment, and […]
A partnership buyout valuation determines the fair value of a departing partner’s ownership interest in a privately held business, and it often becomes the most consequential number in the transaction. For U.S. business owners, the valuation question is rarely just about “what is the company worth,” but also about which standard of value applies, whether […]
SBA 7(a) acquisition loans often hinge on one critical question, what is the fair market value of the business being acquired? For United States business owners, lenders, buyers, and advisors, an independent business valuation can determine whether a transaction is financeable, whether goodwill is supportable, and whether the purchase price aligns with market evidence. In […]
Personal goodwill and enterprise goodwill are two distinct value drivers that can materially change the appraised value of a professional practice. In business valuation, the difference matters because personal goodwill is tied to an individual’s reputation, relationships, and personal skill, while enterprise goodwill belongs to the business itself, such as its brand, trained staff, systems, […]