Business Valuation Services
Know Your Company’s True Worth
Whether you’re preparing for a merger, navigating succession, or crafting an internal plan, it’s essential to understand the full context behind your company’s value. Our company valuation services deliver comprehensive data that enables informed decisions aligned with your business goals. With over 50 years of combined valuation experience and professionals Accredited in Business Valuation (ABV), we provide clarity you can depend on at every stage of your business lifecycle.
What’s a Business Valuation?
Many business owners think a valuation is simply about running some formulas to determine the economic value of a company. It’s actually much more than that. Often described as both an art and a science, a credible valuation involves financial analysis, market data, professional judgment, and taking into account the broader economic environment–all while adhering to standards like those from the American Institute of Certified Public Accountants (AICPA).
When Do You Need a Business Valuation?
There are several reasons why a company might need business appraisal services, including:
- Buy-sell agreements: A business valuation for selling a business can serve as the foundation for agreements between investors or business partners.
- Mergers and acquisitions: A valuation can help determine fair market value, ensuring you’re not overpaying or accepting a low offer.
- Exit planning: If you’re preparing for succession or retirement, it’s important to understand the true value of your business before making any moves.
- Shareholder disputes: Resolve value disputes with a neutral valuation performed by an independent party.
- Internal planning: A comprehensive valuation can help benchmark performance, secure financing, and evaluate growth opportunities.
- Litigation support: A well-documented, compliant business valuation for litigation support can help with legal proceedings.
The Two Types of Valuations We Offer
Conclusion of Value
A conclusion of value is a fully documented, comprehensive valuation that follows AICPA standards. It offers the highest level of credibility, making it ideal for:
- Legal proceedings
- Estate and gift tax filings
- Formal buy-sell agreements
- Regulatory compliance
- Shareholder disputes
This type of business valuation includes a detailed narrative report, an in-depth financial analysis, and a clear explanation of all the methods used to complete the valuation.
Calculation of Value
A calculation of value is more limited in scope, based on specific, agreed-upon procedures. This type of business valuation is best for:
- Financing or investor updates
- Informal partner transactions
- Internal planning or strategy
- Benchmarking
You’ll receive targeted analysis delivered in a simplified report format with clear descriptions of assumptions and limitations. Calculations of value are typically fast to complete, which means they can also be very cost-effective.
Not sure which type of business valuation is right for you? From a small business valuation that’s limited in scope to a comprehensive conclusion of value, our experts can help determine which type best suits your needs.
What’s Required for a Business Valuation?
While the exact materials we need to complete your business valuation depends on several factors, here’s what we typically need for our CPA business valuation services:
- The specific purpose of the valuation (legal, sale, planning, etc.)
- Business structure and entity type
- Financial records
- Industry information and market position
- Operations overview
- Employee count
- Annual gross revenue
- Known regulatory or compliance requirements
Why Us for Business Valuations?
- Credentialed expertise: Our ABV-certified professionals bring real-world experience and technical precision to every valuation.
- Lifecycle knowledge: From startups to succession, we understand how to assess value at every stage of business, ensuring you receive the comprehensive and accurate data you need.
- Trusted, defensible reports: Every report is written clearly, backed by accepted valuation methods and ready to withstand scrutiny from investors, regulators, and legal counsel.
Business Accounting Services
Get Started
Learn how our proactive support safeguards your bottom line and your future.
Our Valuation Process
Discovery Call
After connecting with us, we’ll schedule a consultation to learn more about your business and valuation needs.
Onboarding
Once you’ve approved your scope of work, we’ll send an onboarding packet and document checklist, making it easy to gather the essential information we’ll need to complete your valuation.
Review
After analyzing all submitted documents, we’ll prepare and review your report.
Delivery
You’ll receive your valuation in a secure format, and we’ll walk you through key insights and answer any questions you have.
Frequently Asked Valuation Questions
What’s the difference between a conclusion and a calculation of value?
How long does the business valuation process take?
What is an ABV credential?
Additional Services to Explore
Accounting
From bookkeeping and payroll to a virtual CFO, our accounting services provide accuracy and clarity.
Taxes
Whether you need proactive planning, precise preparation, or both, our tax services help you minimize liabilities and maximize savings.
Audit & Assurance*
Get independent, objective evaluations that support regulatory compliance while strengthening stakeholder confidence.
Consulting
Strategic, real-world insights crafted with deep financial knowledge that helps you move forward with confidence.
Connect With Your Local Capstone Office
Our small business tax and accounting firm combines deep market expertise with a hometown feel, wherever you are. Visit us at one of our twelve conveniently located Capstone locations or ask about the virtual services we offer.
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Partner With Us
We’re actively growing and always looking for like-minded firms to welcome into the Capstone Accounting & Tax family. If you’re looking for a succession solution that protects your team and legacy, let’s connect.
A Secure Process Built Around You
Working with our credentialed experts begins with a simple inquiry. After completing a short online form, we typically send a secure request to upload your prior two years of tax returns and relevant documentation. This information gives our professionals the context needed for productive planning sessions or accurate return preparation. From there, we provide a detailed scope of work and clearly outline next steps.
From your first upload to your final deliverable, we make every step of the process efficient, structured, and tailored to your needs.
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Whether running a business, looking for integrated tax and wealth planning, or considering what’s next, Capstone Accounting & Tax is here to help you move forward with confidence. Let’s start a conversation that leads to real results.
