Business Valuation Services

Business Valuation: Unveiling the True Worth of Your Closely Held Business

Accurate business valuation is the cornerstone of informed decision-making, empowering you to navigate critical junctures with confidence and clarity. Whether you are contemplating a merger or acquisition, planning for succession, or embroiled in a dispute, understanding the true value of your business is paramount.

Comprehensive Business Valuation Services

At The Closely Held Advisor, we offer a spectrum of valuation services tailored to your unique needs:

Formal Business Appraisals: Our certified valuation analysts conduct meticulous assessments, employing industry-leading methodologies and adhering to rigorous professional standards. We deliver comprehensive reports that withstand scrutiny and provide a solid foundation for transactions, litigation, or financial planning.

Value Advising and Consulting: We help you maximize your business’s value through strategic planning and growth initiatives. Whether you are preparing for an eventual exit or seeking to enhance your enterprise’s worth for future generations, we offer expert guidance every step of the way.

Valuation Consulting as Special Counsel: In legal disputes where business value is a central issue, we serve as trusted special counsel, providing expert testimony and strategic guidance to safeguard your interests.

Jay McDaniel: A Seasoned Authority on Valuation Issues

With over 30 years of experience representing closely held businesses, Jay McDaniel possesses an intimate understanding of the nuanced factors influencing business value. As a Certified Valuation Analyst (CVA) by the National Association of Certified Valuators and Analysts (NACVA), he brings a wealth of practical experience and knowledge and expertise to every engagement. Jay’s legal background, coupled with his valuation credentials, positions him uniquely to navigate complex valuation challenges and deliver insightful, actionable recommendations.

Experience and Expertise You Can Rely On

• Industry Knowledge: Jay’s extensive experience spans a wide range of industries, enabling him to grasp the unique dynamics and value drivers specific to your business.
• Proven Methodologies: We employ a variety of valuation approaches, including income, market, and asset-based methods, to ensure a thorough and accurate assessment.
• Objectivity and Integrity: We maintain the highest ethical standards, delivering independent and unbiased valuations that withstand scrutiny.
• Clear Communication: We translate complex financial concepts into understandable terms, empowering you to make informed decisions based on solid insights.

Empowering You to Make Strategic Choices

Accurate business valuation is more than a mere number; it’s a powerful tool that enables you to:

• Negotiate from a Position of Strength: Whether buying or selling a business, a credible valuation provides leverage and ensures a fair deal.
• Plan for a Smooth Succession: Understanding your business’s value informs effective estate and succession planning, preserving your legacy and minimizing tax burdens.
• Resolve Disputes Effectively: In litigation, a well-supported valuation can be instrumental in achieving a favorable outcome.

Unlock the True Value of Your Business

Contact The Closely Held Advisor today to discuss your business valuation needs. We will work closely with you to understand your goals and deliver a valuation that empowers you to make informed decisions and secure a prosperous future for your business.