SMS Valuation & Forensic Services LLC - business valuation, forensic accounting, financial reporting, valuations
Business Valuations

Business Valuations

If you own a business, or a partial interest in a business, you will at some time need professional valuation services to determine how much the business assets (tangible and intangible) are worth, in order to:

  • Sell your business at a price commensurate with its value
  • Provide a lender with financial statements for a business loan
  • Plan for a merger, acquisition or stock offering
  • Develop an estate tax plan
  • Create a succession plan
  • Determine the value of assets and liabilities for a divorce settlement
  • Provide data for attorneys in litigation
  • File an insurance claim

We provide independent business valuations for closely-held businesses, private equity firms, publicly traded companies, and partnerships. These valuations are used primarily for:

  • Fair Value for Financial Reporting:
       - Business Combinations/Acquisitions
       - Goodwill and Other Intangible Asset Impairment
       - Fair Value Measurements
       - Valuation of Stock Options and Warrants
     
  • Purchase/sale of a business
  • Divorce litigation
  • Estate and gift taxes
  • Strategic business planning
  • Bankruptcy and reorganization
  • S Corporation elections
  • Owner, partner, or dissenting shareholders' disputes
  • Internal ownership transition and succession planning
  • Damages/economic loss analysis
  • Benchmarking shareholder value
  • Buy-sell agreements

The type of report that will be issued is determined by the purpose of the valuation and the report's intended use.