Valuation services

Business valuations are useful for a variety of reasons. A business may need a valuation for merger, acquisition, or succession planning purposes, but there could also be more personal reasons like estate tax, divorce, or even a charitable gift. FP Transitions provides valuation services at various pricing and service levels to satisfy your individual need.

Market-Based Valuation

Our Comprehensive Valuation Report uses the industry’s largest comparable sales database of financial service practices to deliver a neutral, accurate, and market-based estimate of value. This valuation is used by advisors who are planning to acquire or sell a 100% business interest in an asset-based sale. 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 accurate to within +/-3% of actual sale prices.

Market-Based Valuation
$ 1195.00

Certified Business Appraisal Services

Our  team of accredited professionals can provide valuation reports matched to the specifics of your business’ valuation needs. Besides M&A activity, business appraisals 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 the appraisal is reviewed by other professionals or government agencies. FP Transitions’ appraisal team members have been admitted as expert witnesses in court and hold accreditations from the National Association of Certified Valuators and Analysts (NACVA), Institute of Business Appraisers (IBA), and the American Society of Appraisers (ASA).

Certified Business Appraisal Services
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Litigation Support

Our appraisers are available and qualified to provide support when needed in regard to the validity and admissibility of a business valuation performed by FP Transitions–whether it is for mediation, arbitration, or a court proceeding. We are experienced in the legal processes for supporting the thoroughness of our work in a legal dispute of value.

 

Litigation Support
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Appraisal Review

This service provides expert review of any valuation or value opinion prepared by a party other than FP Transitions. We can review their documentation and opinion to identify any deficiencies that may not withstand the rigors of a legal proceeding. Our analysis will help you determine whether a second opinion of value should be obtained or if the standing value conclusion is acceptable.

Appraisal Review
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