A potential buyer asks what your business is worth. You know its annual revenue, the equipment it owns, and how much work went into building it, but turning those facts into a defensible valuation is another matter. An investor, business partner, or attorney may need an assessment that goes further than the number you have in mind.

Business valuation services address that need through financial analysis, asset assessment, and recognized valuation methodologies. Kevin J McHugh CPA PLLC provides business valuations that examine tangible and intangible assets, financial history, future projections, and operating conditions. The Beaufort, North Carolina CPA firm produces a detailed report explaining the methodologies, analyses, and conclusions relevant to the valuation.

Start With the Decision Behind the Valuation

A business can require a valuation for several reasons, and the circumstances establish what the assessment needs to address.

You might be considering a sale and want an informed basis for discussing the business’s value. An investor may need financial information before committing capital, or shareholders may be addressing a disagreement involving their ownership interests.

Kevin J McHugh CPA PLLC provides business valuation services for circumstances including:

  • Selling a business or considering a merger or acquisition.
  • Seeking investment capital.
  • Preparing annual or quarterly reports for investors.
  • Addressing shareholder disputes.
  • Supporting estate, gift, or trust planning.
  • Providing financial analysis relevant to divorce proceedings or litigation.

The firm also identifies bankruptcy, fraud, and business disputes among situations where valuation services may be relevant. These circumstances call for more than an owner’s estimate of what the business should command. They create a reason to examine the company’s financial information, assets, and operating conditions through an established valuation process.

Examine the Assets Behind the Business

Some business assets are straightforward to identify. Equipment, vehicles, inventory, and property may form part of what the business owns, depending on the operation.