Business Valuation
Are you interested in buying a business? Or selling one? Are you taking on a new partner, or divesting a partnership? Are you making a major insurance claim? These are situations where you may need help in establishing the dollar value of a proposed transaction.
But how do you do that? Christen Souers, LLC clients can depend on the services of a Certified Valuation Analyst (CVA). A CVA does for complex business transactions what a home appraiser does for the sale or purchase of a house - establishing an objective valuation based on objective standards. A professional valuation helps assure that due diligence is conducted to make sure no assets are overlooked, and to factor in any downside threats. The use of a professional valuation from a CPA garners a level of respect that may help unlock more dollars for you in the transaction. With a professionally prepared valuation, you'll be in a position to negotiate with utmost confidence, because you'll be able to justify and articulate the basis of the price of the transaction, with a level of detail and sophistication that is hard to refute.
A Certified Valuation Analyst is a CPA who helps clients determine an objective price for major personal and corporate transactions. As the title suggests, a valuation from a certified CPA determines an unbiased value on which to base a transaction. Business valuations are commonly required in conjunction with:
- the purchase or sale of a business
- succession planning
- charitable contributions
- estate and gift
- appraisal
- insurance claims
- business disruption
- divorce
- legal disputes
A professionally prepared valuation can help you extract the maximum potential value from a transaction.
The Valuation Team at Christen Souers, LLC includes Anna Collins, CPA, who has earned the CVA designation from the National Association of Certified Valuation Analysts. To earn this designation, a CPA must complete a training program and pass a rigorous exam, and commit to ongoing professional education related specifically to valuations.
Anna has also been awarded the Accredited in Business Valuation (ABV) credential from the American Institute of Certified Public Accountants.
Securities offered through 1st Global Capital Corp. Member of FINRA, SIPC www.finra.org
Investment advisory services offered through 1st Global Advisors, Inc.
We currently have advisors licensed to sell securities in AZ, CO, FL, GA, IL, IN, MI, OH, OK and WI.
This is not an offer to sell securities in any other state or jurisdiction. |