Valuation services

Valuations are useful for a variety of reasons. A business may need a valuation for a merger, acquisition or succession planning but also more personal reasons like estate tax, divorce or even a charitable gift. Because of the various objectives, the approach on valuation can differ based on your specific purpose. FP Transitions provides valuation services at various pricing and service levels to satisfy your individual need.

Your Practice, Your Most Valuable Asset

Market Valuation

Also known as the Comprehensive Valuation Report. Using the industry’s largest comparable sales database of financial service practices, FP Transitions delivers a neutral, accurate, market-based estimate of value. This valuation is used for advisors who are planning to acquire or sell a 100% business interest in an asset-based sale (as opposed to stock/unit). Used by thousands of independent financial service practices since 1999, this valuation report is commonly regarded as the Blue Book for estimating value, and has historically been within +/-3% of the actual sale price of transactions reported in our database.

Market Valuation
$ 1195.00

Business Valuation

This service provides you with a value that is matched to the specifics of your business’ valuation needs. Beside M&A activity, business valuations can also be utilized in the following situations:

  • Start-up businesses
  • Gift Tax
  • Marital, corporate, or partnership dissolutions
  • Minority sale to next generation employees
  • 409A Stock Options
  • Charitable contributions
  • S-Corporation elections
  • Calculations of built-in gains
  • Damage claims

Working with FP Transitions certified appraisers means you are receiving an educated opinion of value that is custom tailored to your specific purpose and follows specific edicts in the valuation profession – which matters when or if the appraisal is reviewed by other professionals or government agencies. FP Transitions’ appraisal team has been admitted as expert witnesses in court and they hold accreditations from the National Association of Certified Valuators and Analysts (NACVA), Institute of Business Appraisers (IBA) and the American Society of Appraisers (ASA). 

Business Valuation
Contact FP Transitions for Pricing

Litigation Support

For those in need of support regarding the validity and admissibility of a business valuation performed by FP Transitions, whether it is for mediation, arbitration, or a court proceeding, our appraisers are up to the challenge. In fact, they have passed the Daubert Challenge many times and are familiar with the legal processes for supporting the thoroughness of our work in a setting where parties disagree on value. 

 

Litigation Support
Contact FP Transitions for Pricing

Appraisal Review

If you need a review of a valuation that was prepared by a party other than FP Transitions we can review their work to identify any deficiencies that may not withstand the rigors of a legal proceeding. This service will help you determine whether a second opinion should be obtained or if the value conclusion is acceptable. 

Appraisal Review
Contact FP Transitions for Pricing