Why would someone want to value a business enterprise? The reasons are many. Business interests, which include minority interests, controlling interests, total equity value, and enterprise value, frequently need a value affixed for business transfers, sales, owner withdrawals, new owner admissions, gifting, estate reporting, marital dissolutions, divorce planning, and business disputes.

This list is by no means all inclusive, but meant to highlight some of the more common reasons to establish a value. There are three types of business valuation reports we can provide: Calculation Letter, Summary Report, and Detailed Report.

The least complex and least costly report is a Calculation Letter. LVC will collect the most recent five years’ tax returns and financial statements and provide the calculations of value for your company. A Summary Report entails reviewing the company’s financial statements, tax returns, industry and the economy and making any necessary adjustments. The most complex and time consuming is the Detailed Report.

This report requires an in-depth review of the economy and industry and financial information of the company being valued. The type of report needed to value a company depends upon the purpose of the valuation and the parties involved. Please contact us for more detailed information. Our analysts have credentials including Certified Public Accountant (CPA), Certified Valuation Analyst (CVA), and Accredited in Business Valuation (ABV).