Business Valuation Services
Our Business Valuation Services:
Buying or selling a business
- Marketing Strategy
- Sourcing of Capital
- Value Gap Analysis
- Quality of Earnings
- Purchase Price Allocations
- Restructuring for tax or other advantages
Litigation support
- Divorce
- Economic Damages
- Lost Profits
- Shareholder Disputes
- Wrongful Death / Injury
- Intellectual Property Infringement
Tax planning
- Gift Tax
- Estate Tax
- Asset Transfers
- Charitable Contributions
- Inheritance (IRA or other)
- Distributions of captured assets from Corporation
Buy / sell agreements
- Funding Proceeds – Key Man Life Insurance
- Value Determination Methodologies
- Shareholder Buyouts
- Equity Rollovers
- Structured Buyouts
- Other Shareholder Transactions
Why consider a business valuation?
“The Morrison team took great care of us and walked us through each step. They took the time to learn about me and the business we are running, and were able to give me precise solutions with proven success.”
Thomas B.
Planning Clarity: Essential for informed strategic planning and growth.
Transaction Confidence: Vital for buying, selling, mergers, and acquisitions.
Dispute Resolution: Provides an objective foundation in cases of divorce, litigation, or partnership dissolution.
Tax Strategy: Crucial for estate planning, gift taxes, and related financial planning.
Know your worth. Make confident decisions.
A comprehensive and accurate business valuation is crucial whether you’re preparing to sell, seeking investment, managing tax implications, or navigating legal scenarios. At The Morrison Firm, we provide clear, professional, and objective valuations, enabling you to understand your business’s true value and make informed strategic decisions.
Take the Next Step
Gain the clarity and confidence that comes from knowing your business’s true value. Let The Morrison Firm guide you through a valuation process tailored specifically to your needs.
FAQs
What valuation / appraisal methods can be used to value a business?
There are three approaches to valuing a business, Asset, Market, and Income. The Asset method is based on the value of assets of the company. The Market method utilizes sales data from other similar companies. The Income method utilizes a form of earnings either on a discounted cash flow or capitalization of earnings. A complete valuation or appraisal takes all three into consideration even if only one is used.
What levels of valuation / appraisal service does The Morrison Firm offer?
TMF offers three levels of valuation / appraisal service. Valuation consultations are comprised of gathering pertinent information for review and analysis by the valuation / appraisal expert. Then discussing the needs and concerns of the client as well as considerations of value for the matter at hand. A Calculation engagement involves gathering information and analysis by the valuation expert. It may also involve consultations and discussions. The resulting value is calculated utilizing one valuation method and is expressed as a value or range of values. A Valuation engagement is an extensive and in depth study of the business, industry, economy, and other factors that takes all three valuation methods into account. It results in a determination of value expressed in a full report. It is the only method of valuation suitable for admission to court proceedings or filings with the IRS.
Can anyone value a business? What certifications or expertise are required to value a business?
Only those who have the appropriate certifications and expertise can value a business in the context of submitting expert testimony in a court of law or for filings with the Internal Revenue Service. Since 1991, The National Association of Certified Valuators and Analysts (NACVA) has been at the forefront of the valuation / appraisal industry. They have trained and certified experts through developing a rigorous 45 hour course, extensive testing, and peer reviewed test case valuations. In addition, they require 40 hours per year of continuing education.
What do small business owners need to do to prepare for a sale of their business?
Successfully selling a business takes planning and the right team. The team should ata minimum consist of a CPA who is also a certified valuation / appraisal specialist and an attorney. The owner will need to ensure the business is running at peak performance and be able to answer questions and interact with potential buyers and their due diligence teams. For this they need a team of their own to get information in order, anticipate buyer needs, and interact with buyers. Having good systems in place and quality information makes all the difference when attracting a buyer and their lender.
What steps should I take to buy a business?
Once you have identified a business to buy it is important to engage a CPA who is also a certified valuation / appraisal specialist and an attorney to perform due diligence and protect your interests. There are many things to consider when buying a business and the right experts will serve to protect your interests.