Business Valuation

Few things are more important to business owners than the value of their business. The valuation you get for your business can make or break a proposition.

Whether you're negotiating a merger, considering new shareholders, attempting to resolve disputes associated with liability, shareholder equity, estate planning or marital dissolution, objective valuation can make the difference between loss or gain, success or failure.

Business valuation is not an exact science. It's based on judgment, experience and relevant information. So, you need professionals who are well qualified, with significant experience in evaluating all types of organizations.  Often, the valuations may be challenged, so the methodology of the approach and the credentials of the expert is especially important.

We recognize that most CPA firms do not perform enough business valuations to qualify as experts, and the costs of most valuations reflect their attempt to recover the costs of the software, technical resources and their time to remain current in this area.  We have discovered that it is more cost-effective for us and for our clients, when we work closely with a CPA firm in Indianapolis, that specializes in business valuations.   

This Indianapolis CPA firm has developed a method of preparing business valuation work through a nationwide network of valuation experts, including CPAs, ASAs, CVAs, business brokers, and consultants.  Their affiliates have participated in hundreds of valuations of business interests in over 100 industries.

They have valued all forms of business ownership:

For all kinds of purposes:

We work closely with you to analyze your operations and historical financial data. Our in-depth knowledge of your business enables us to provide the Indianapolis CPAs with the information to develop a well-reasoned, fully documented and defensible valuation opinion.

Our steps in the process are as follows:

1.  You contact us and let us know WHAT industry the business is in, WHY the valuation is needed, and the SIZE of the company (in revenue and employees).

2.  We will let you know the charge for the valuation.  Our standard pricing is $2400 for a divorce valuation, $3000 for a Buy/Sell Valuation, and $3600 for an estate valuation.

3.  Based on the information we provide, the Indianapolis CPAs will prepare and furnish us an engagement letter for your signature.  After signing, we'll send the engagement letter back to them with payment in advance.

4.  Your CFO, Inc. works with you to gather the information needed.  This usually includes the last 5 years of business tax returns or financial statements.  Once completed, we send the information back to the Indianapolis CPAs.

5.  The Indianapolis CPAs complete the valuation using up to 8 different methods.  For an estate, they consider any applicable discounts that may be able to save estate taxes. 

6.  The Indianapolis CPAs then provide us a copy of the report to review prior to the report being issued.  We discuss the results with them, and provide the final report to you.  The average turnaround time is 3-4 weeks. 

We believe this gives you the best combination of national expertise with a local understanding of your business, and allows us to offer a high-quality business valuation at an affordable price.