Business Valuation Services

Understanding the True Value of Your Business

What is your business worth? Knowing the true value of your business can be a powerful advantage. An independent business valuation brings clarity to complex situations, whether you’re planning for estate or gift taxes, preparing for a sale, developing a succession strategy, or resolving a dispute. With the right insight, you can make more informed decisions and move forward with greater certainty.

But without that insight, you’re left to rely on guesswork. Assumptions or outdated figures can lead to missed opportunities, poorly structured deals, and complications in legal proceedings. Without a clear understanding of key value drivers and risk factors, it becomes harder to negotiate, plan, or protect your business’s future.

A comprehensive valuation helps bring everything into focus. It draws on financial performance, industry context, and qualitative factors to provide an accurate, defensible picture of your business’s worth. When done right, it becomes a strategic asset that drives long-term success.

Get a clear, reliable view of what your business is worth.

Experience. The Difference.

Built for Clarity, Credibility, and Confidence

In the valuation process, business owners want a trusted opinion, a clear explanation, and results they can rely on. The number matters, but so too does an understanding of how it was determined and why it stands up to scrutiny from tax authorities, legal counsel, and other stakeholders.

That’s why experience matters. We’ve delivered hundreds of valuation opinions for privately held businesses across a broad range of industries and sizes. Our certified valuation specialists prepare reports that are clear, objective, and fully compliant with recognized valuation standards. These reports are accepted by the IRS, business owners, respected lenders, and accounting and law firms.

Our work supports estate and tax planning, ESOPs, buy-sell agreements, management buyouts, litigation support, financial reporting, purchase price allocations, business succession planning, and more. Throughout the process, we focus on transparency, confidentiality, and practical guidance. By partnering with us, you gain a valuation you can trust to inform your next move.

Fuel Your Progress

A well-prepared valuation is only as useful as your ability to understand and apply it. That’s why clear, open communication is central to our process. We walk you through each step, explaining key assumptions, valuation methods, and how conclusions are reached. That way you’re never left guessing.

Our goal is to deliver more than a report. By helping you understand what drives business value and where risks may exist, we equip you to move forward with clarity and confidence. Ready to bring more transparency and insight to your valuation process?

Business Valuation Frequently Asked Questions

An independent business valuation provides an objective, defensible assessment of a company’s worth. It is essential for informed decision-making in situations such as estate or gift tax planning, ownership transitions, legal disputes, and strategic business planning.

Using inaccurate or outdated valuation figures can result in missed opportunities, poorly structured deals, and complications in legal or tax proceedings. Without a clear understanding of value drivers and risk factors, effective negotiation, planning, and long-term protection of the business can be compromised.

A comprehensive valuation draws on multiple factors, including historical and projected financial performance, industry conditions, current economic factors, and qualitative business attributes. The result is a thorough and well-supported indication of value that aligns with recognized valuation standards and is suitable for scrutiny by stakeholders such as current or prospective owners, the IRS, legal counsel, and financial institutions.

Valuation services are commonly used in estate and tax planning, succession and exit strategies, litigation and dispute resolution, ESOP formation, support for shareholder agreements, financial reporting, management buyouts, and purchase price allocations.

Yes. The valuation process includes detailed explanations of the methodologies used, key assumptions made, and discussion on how conclusions were reached. This ensures transparency and enables business owners and stakeholders to fully understand and apply the findings with confidence.

Business Valuation Solutions

How Can We Help?

Business valuation services support a wide range of needs, including planning for ownership changes to meeting estate tax requirements, navigating litigation, or strengthening internal reporting. No matter the goal, our experienced team delivers clear, objective assessments that help you make confident, informed decisions.

Business Valuation Services

Estate Planning & Administration
Litigation Support & Dispute Resolution
Succession & Exit Planning
Financial Reporting & Fair Value Compliance
ESOP Valuations
Buy-Sell Agreements & Shareholder Planning
Transaction Advisory Services
Purchase Price Allocations
Management Buyouts

Business Interests Valued

Limited Partnership Interests
General Partnership Interests
Interests in Closely Held Operating & Holding Companies
Minority, Controlling, Voting, & Non-Voting Interests
Interests in Pass-Through Entities & Limited Liability Companies
Interests in Real Estate Holding Companies

View all Advisory & Business Consulting Insights

Thought Leadership

The Importance of Internal Controls in Every Organization

Essential Internal Controls for Nonprofits: Safeguarding Your Mission

Business Valuation Profession Outlook for 2025

WEBINAR: Business, Accounting, and Tax Year-End Tune Up

View All Insights

Thanks for your work to complete our company valuation on time and within budget. This important project assists us in estate planning, sound family business practices, and awareness of the responsibility we steward as shareholders. It is also useful to see the business through the lens of others, and what adds or detracts from value creation. We appreciate your accompanying explanations to address our questions.

Brubacher Excavating, Inc.

I was a 50 year-old entrepreneur looking to transition our business to the next generation. We were invited to a Business Planning Seminar by M&A that proved to be very meaningful to our journey. The M&A team skillfully laid out the landscape and presented a host of options. After prayerful consideration, my wife and I decided to walk the path of the ESOP. The M&A team connected us to ESOP experts, performed the initial Business Valuation, and became a trusted advisor, that walked with us through the entire process. We are grateful to Eric Blocher and the M&A team for such excellent service and would recommend them to anyone looking for expert financial guidance.

CoStream

Featured Team Members

Eric Blocher

Partner