Services
Business valuation
Independent valuation of privately held businesses for transactions, ownership transitions, and tax reporting.
Overview
Owners need a defensible view of what their business is worth, whether they are planning a sale, admitting a partner, filing a gift or estate return, or setting the terms of a buy-sell agreement. Edler Zain prepares valuations of privately held companies using income, market, and asset approaches, documented to withstand review by buyers, lenders, courts, and the IRS.
Common challenges
Establishing a defensible value before a sale or recapitalization
Gift and estate tax reporting requirements
Buy-sell agreements and partner buy-ins or buyouts
Purchase price allocation after an acquisition
Equity incentive and 409A reporting
Understanding which value drivers move the multiple
How we help
Our valuation services include:
Who we serve
Owners of privately held companies with revenue between $1 million and $30 million, along with their attorneys, wealth advisors, and transaction counsel.
Schedule a consultation
Speak with a member of our team about your business. We will review your current situation and outline how we can help.
Frequently asked questions
How long does a valuation take?
Typically three to five weeks from receipt of complete financial information, depending on scope and the intended use of the report.
What valuation approaches do you use?
We apply income, market, and asset approaches as appropriate to the business and the purpose of the engagement, and we document the basis for the conclusion.
Will the report hold up for tax reporting?
Reports prepared for gift and estate purposes are documented to meet IRS requirements, including the analysis supporting any discounts applied.
Can you help improve the value before we go to market?
Yes. We identify the drivers most affecting value and work with owners over time through our exit planning services.