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Business Valuations

Business Valuations

Our experienced valuation professionals at Wegmann Dazet approach business valuations as an art – every company has a unique blend of financial and non-financial factors and other information to consider, which requires careful evaluation and analysis.

Valuations lie at the heart of most major corporate transactions, which require objective and comprehensive business appraisals. Because we approach valuation as an art, our clients benefit not only from proven valuation techniques and standards, but also from our highly developed business instincts drawn from decades of experience. Our valuation professionals hold the Accredited in Business Valuation (ABV) designation as certified by the American Institute of Certified Public Accountants (AICPA).

business women look at financial charts on tablet

The purpose of and need for a business valuation can be far ranging and include the areas of taxation, financial reporting, and litigation. Below are examples of when you may need business valuation:

  • Taxation
    • Gifting
    • Estate planning
    • Charitable donations
  • Financial Reporting
    • Purchase price allocation
    • Stock based compensation
    • Impairment analysis of intangible assets
  • Mergers & Acquisitions
    • Analysis of acquisition target
    • Due Diligence procedures
    • Quality of Earnings Report
    • Sale of business analysis, including tax considerations
  • Litigation
    • Shareholder disputes
    • Divorce and community property separation
    • Bankruptcy

Contact us for your valuation needs.

Anita M. Zimmer, CPA, ABV, CFF
Bryan Whalen, CPA, ABV

FOR ASSISTANCE WITH OTHER Consulting Services

Business Succession Planning Once you decide to remove yourself from your company’s day to day operations, effective transition of the business to your successors is critical. We can help this transition.
Mergers & Acquisitions Buyers, lenders, and sellers involved in M&A should identify risks and opportunities associated with the business under consideration.
Client Services Our approach is to build a client relationship by understanding the unique aspects of your business to partner with you to promote success. Owners of small and emerging businesses need access to a full-service accounting firm.
Business Startup Consultation When you create a new entity, there are numerous accounting decisions that need to be made; we are here to guide you through this process.
Cash Flow, Budgeting, and Projections Our professionals help businesses of all sizes get a better picture of future performance and cash flow with the preparation of forecasts or projections.
Business Valuations Every company has a unique blend of financial and non-financial factors to consider, which requires careful evaluation and analysis. Call us for your careful evaluation and analysis.

Contact us

Our knowledgeable team is ready to talk.