The truth is in the details, and with business valuations, those details could mean increased tax liability for your business. To truly utilize valuation as a tool to improve your business, figuring out an estimated fair market value is just the first step. The real key is acting on that knowledge. Small business owners frequently make decisions that are not short-term in nature. It is helpful to be able to rely on an appraisal process to help make better long-term decisions. Our valuations are used for management planning, transaction support, tax planning, financial reporting and succession planning.

At Barfield, Murphy, Shank & Smith, our Certified Valuation Analysts (CVA) are members of the National Association of Certified Valuators and Analysts. Our CVAs have the knowledge and training to serve our clients in business valuation consultation and in performing business valuation engagements related to:

  • Business succession planning
  • Buy-sell agreements
  • Estate and gift tax issues
  • Financial modeling and benchmarking
  • Management buyouts
  • Mergers & acquisitions
  • Transaction support
  • Wealth transfer