Why Business Valuations Matter
Knowing your company’s value is critical in many situations – selling or merging a business, securing financing, admitting new partners, negotiating a buy-in or buyout, planning for retirement, or resolving a legal dispute.
An accurate valuation provides clarity, strengthens your negotiating position, and helps you make informed decisions. The right analysis can be the difference between a successful outcome and leaving money on the table.
Certified Valuation Expertise
David Cawley and Micah Fraim are CPAs and Certified Valuation Analysts (CVAs). The CVA designation reflects specialized training in valuation methodologies, ensuring our reports are thorough and defensible in both business and legal settings.
We regularly work with:
- Law firms handling shareholder disputes, divorces, and economic damages cases
- Business owners preparing for exit, succession, or sale
- Buyers, sellers, and banks involved in transactions
- Estate planners and financial advisors managing ownership transfers
What Drives Business Value
Determining the true value of a business requires analyzing both tangible assets – real estate, equipment, and other property – and intangible assets such as goodwill, customer relationships, trademarks, contracts, and intellectual property.
Value is also influenced by broader business dynamics, including management quality, competitive position, industry conditions, and future economic prospects. Each of these factors affects risk – and risk directly impacts value.
A Careful, Defensible Process
As CVAs, we apply accepted valuation methodologies to develop either a calculation of value or a conclusion of value, depending on the scope and intended use of the report. Whether the purpose is transaction planning or litigation support, our process is thorough, defensible, and tailored to the specific needs of each engagement.
Valuation Services
We provide valuation and consulting services for:
Strategy & Transaction Planning
- Exit and succession planning
- Purchase or sale of a business
- Transaction negotiations
- Buy/sell agreements
- Estate and gift planning
Litigation Support
- Marital dissolution
- Economic damages
- Shareholder disputes
Let’s Talk Strategy
Our combined tax, accounting, and valuation expertise allows us to provide both business owners and attorneys with reliable, defensible valuations. Schedule your consultation today to discuss your valuation needs.