Valuation Services

Valuation services are a series of services that help determine the economic value of a company, asset or liability. This may be needed for many reasons, such as for estate planning, business mergers, divorce settlements, or even disputes. Simultaneously, Wasserman CPA employs industry-leading techniques and rigorous research to offer truly independent valuations designed around your requirements.

Mergers & Acquisitions (M&A): When you are intending to acquire another company or dispose of your own, an exact corporate valuation is crucial during negotiations. To that end, what we do is make sure you understand what the business is really worth — this way, there is a fair starting place for negotiations.

• Estate and Gift Tax Planning: Valuation is essential in the context of the transfer of wealth. As a result, our valuation services guarantee complying with tax regulations whilst reducing tax liabilities.
• Litigation Support: If disputes arise — shareholder agreements and divorce settlements, for example — an independent valuation can supply the evidence needed to achieve an equitable resolution.
• Exit Strategy: For owners who wish to retire or exit, understanding the true value helps set proper expectations for what to achieve and who your potential buyers might be.

With 30 years in the business, we know what makes businesses tick in New Jersey and beyond. Below are a few of the reasons why our clients prefer us for their valuation services.

• Independent Valuation You Can Rely On: We pride ourselves on providing an objective and independent valuation opinion. You can trust our evaluations because, unlike some firms that have a vested interest, we make money off nothing but our evaluations.
• Comprehensive Approach: We incorporate past financial review, dominant market conditions, and comparison of existing businesses. That is why every valuation we offer has firm foundations and rationale behind it.
• Local Knowledge: Our team is based in South Jersey, and we have a keen understanding of how community factors can influence what your business is worth. Ultimately, local expertise does count in determining your company’s worth.

We know that valuations have the potential to be intimidating. What we do our best to achieve is to make it as easy and transparent as possible. Here’s how we do it:

1. Initial Consultation: This includes an in-depth discussion about your business, financial history, and your report needs. This is to understand what you are looking to achieve and what will be the right approach to value the company.
2. Data Collection: We gather all necessary documents that include, personal financial statements, business plans, market data, and additional information that pertains to the business.
3. Analysis and Valuation: Based on the selected methods (i.e.: income approach, market approach or asset-based approach), we run a detailed analysis to conclude on company valuation. This involves:
   • Income Approach: Based on future projected cash flows and discounted to present value.
   • Market Approach: Valuing your business compared to businesses, which have recently been purchased or sold.
   • Asset-Based Approach: Valuing your company based on the total value of its assets, minus any liabilities.
4. Reporting and Review: After finishing the analysis, we issue a detailed valuation report. Most importantly, this report is simple to understand and it details its methodologies so that you can have clarity.
5. Follow-Up Support: Once we provide you with a report, we don’t disappear. Instead, our team is here to answer questions, assist you in negotiations, or anything else you may need.

If you are a business owner thinking of a valuation, chew on this tinder practical advice:

• Maintain Clean Financials Records: The quality of your financial records largely determine the accuracy of your valuation. So it’s vital to regularly update with your books and keep them organized.
• Understand Your Objectives: Understanding what it is you want to lead us to the best course of action. To illustrate, litigation valuations may require a higher level of documentation than what may be needed for an internal business valuation.
• Market Conditions Matter: Your business valuation can be seriously impacted by broader market conditions. That is why consulting experts who are aware of these changes will help you get ahead.

The valuation services we provide range from basic to advanced in precedented continuity;

• Business Valuations for M&A and Restructuring
• Estate and Gift Valuations
• Litigation Support & Divorce Valuations
• Valuations For Financial Reporting and Compliance
• Valuations for Exit Planning and Succession

A proper valuation is not merely quantitative—it will give you a keen understanding of the state and trajectory of your business. In reality, a properly executed valuation has the ability to:

• Facilitate Better Decision-Making: By understanding the value of your business, you can make informed decisions about re-investing, expanding, or planning for a possible exit.
• Enhance Negotiations: If you are buying or selling a company, entering into the negotiation with an accurate valuation269 gives you more negotiating power.
• Assist in Securing Financing: Lenders and investors want to be sure about the valueness of your business before lending you funds. Fair enough, a good valuation can help you negotiate better terms.

Business valuation is part art and part science, and needs local knowledge in the region by an experienced hand — so it must be handled carefully. Wasserman CPA offers this combination of thorough and practical valuing services that are accurate, insightful, and totally unbiased. Our job is to help you know what your business is worth (no matter if it’s for corporate valuation, estate planning or preparing for sale).

Contact Wasserman CPA today for assistance with your valuation or to learn more about the services we offer. We’re here to provide you assurance you know the real value of your assets to make better informed financial decisions.