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

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