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Business Valuation

Strategic Business Valuation: Unlocking the Worth of Your Business




Answering the Crucial Question: "What is my business worth?"


Every business owner eventually grapples with the fundamental question, "What is my business worth?" At JAG David & Company CPAs, we recognize the significance of this inquiry and offer comprehensive business valuation services to provide you with a clear understanding of your business's true value.

Common Uses for Business Valuation

Business valuation is a strategic tool with diverse applications, including:

  • Buying or Selling a Business: Facilitate informed decisions in the acquisition or sale process.

  • Succession Planning: Plan for a smooth transition of ownership within your business.

  • Stockholder or Partner Agreements: Establish fair value for shares or partnership interests.

  • Gift and Estate Tax Planning: Navigate tax implications with a credible business valuation.

  • Shareholder or Partnership Disputes: Resolve disputes with an objective assessment of business value.

  • Acquisition Allocations: Allocate purchase price efficiently during mergers and acquisitions.

  • Goodwill Impairment Testing: Assess the impact on goodwill value.

  • Mergers: Inform strategic decisions with a clear understanding of combined business value.

  • Divorce Matters: Determine equitable distribution of business assets during divorce proceedings.

...and many more.

The Importance of Methodology

Understanding the methodology behind business valuation is crucial to obtaining a credible and accurate assessment. Not all CPAs possess the specialized expertise required for business valuation services. At JAG David & Company CPAs, we prioritize the integrity of the valuation process and, therefore, collaborate with a group of qualified professionals to ensure independence and accuracy.

Unlock the True Value of Your Business

Whether you're planning for the future, navigating a merger, or addressing a partnership dispute, our business valuation services are tailored to meet your specific needs. CONTACT  our office today to unlock the true worth of your business and make informed strategic decisions.