Experience and Credentials

Our business appraisal experience includes valuing over 250 entities. We have valued companies in the start-up phase, to mature entities with over $100 million in annual revenue. We focus on valuing closely-held, owner operated entities, as well as asset holding companies. Recently, we have valued C-Corps, S-Corps, Partnerships, LLCs, LP’s, and sole proprietorships in a wide variety of industries. Our experience working directly with business owners, as well as counsel and M&A advisors, on actual deals helps us grasp the true value of a privately-held business.

In addition to a CPA license, we obtained the Accredited in Business Valuation (ABV) designation as issued by the American Institute of Certified Public Accountants (AICPA). The process of achieving the ABV accreditation includes an experience requirement, passing a comprehensive exam, and taking annual valuation related continuing education courses. We also obtained the Financial Modeling and Valuation Analyst designation (FMVA) issued by the Corporate Finance Institute. Our credentials require our reports to adhere with the Statement on Standards for Valuation Services #1 (SSVS#1), as promulgated by the AICPA.

Valuation process - WHAT IT LOOKS LIKE TO WORK WITH US

Our valuation process starts with an engagement letter which outlines the terms and conditions of our arrangement. We also issue a detailed document request list. Generally, we review historical tax returns/financial statements as well as any budgets/forecasts and other important legal/company documents. After receipt of relevant and available documents, for many engagements we schedule an interview with the subject company’s owner to gain a detailed understanding of the business. The initial interview takes around 45 minutes to an hour. We can generally complete a detailed valuation report within 3 to 4 weeks after receipt of documents. After submitting our report, we are available to answer any questions.

report types:

  • Detailed Report (generally for tax matters/mergers and acquisitions/litigation support/solvency analysis)

  • Calculation Report (usually for internal planning purposes or jointly retained buyouts - similar to a broker’s opinion of value)

WE PREPARE VALUATIONS FOR THE FOLLOWING PURPOSES:

  • Mergers and Acquisitions Due Diligence and Planning (sell and buy-side)

  • Quality of Earnings Analysis

  • Gift and Estate Tax

  • Litigation Support and Dispute Resolution

  • Partner and Shareholder Buyouts

  • Solvency Analysis and §165 Worthless Security Deduction

  • Buy-Sell Agreement Impact and Analysis

  • Exit and Succession Planning

  • §754 and §338 Election Analysis

  • Fractional Interests in Privately-Held Entities

  • Lost Value Damages Calculations

  • Fairness Opinions

  • Purchase Price Allocations

  • Intangible Assets and Intellectual Property

  • Asset Holding Companies - Real Property

  • Asset Holding Companies - Marketable Securities

  • Undivided Interests in Real Property (Tenancy in Common Discounts)

  • Marital Dissolution

  • Valuation Discounts for Lack of Control and Marketability

  • Promissory Notes

Below are charts and graphs from recent valuation reports:

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Cash Flow Waterfall.png
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For general inquiries, please contact: jillian@outerpointadvisory.com