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SERVICESBUSINESS VALUATION SERVICES

You could hazard a guess as to the value of your business, but could you afford to?

When situations call for accuracy, you can count on the Business Valuation team at MMB to provide the information you need to make informed financial decisions.

Our team—made up of Certified Valuation Analysts (CVA) and CPAs who have earned the Accredited Business Valuation (ABV) through the American Institute of Certified Public Accountants—has the training and experience needed to provide accurate findings in many situations, including sale or purchase agreements, restructuring and recapitalizations, estate planning and taxation, and stock options and shareholder disputes. It’s the kind of training and experience that provides clear, accurate and actionable answers. And no guesses.
"We have always had a strong relationship with our representatives and their professional team is fantastic."
- Rochester Client

The Business Valuation team at MMB can provide you with two different types of reports, based on your needs.

Valuation Engagement (Conclusion of Value) is conducted for estate or gift tax purposes, business succession planning and buy/sell agreements, such as professional practices and partner admission and/or withdrawal to name a few. Several valuation methods may be used, depending on the nature, complexity and industry of the project. This is the preferred format of the Internal Revenue Service (IRS).

Calculation Engagement (Calculation of Value) is often used in succession planning, stock options, buy/sell agreements, for the purchase or sale of a business or business interest, and litigation support, among others. Both types of engagements include reports that provide an understanding of the data, reasoning and analysis underlying the findings. In other words, everything you need to know about how and why we reached that specific valuation.  Calculation Engagement does not contain the same level of detail as a Valuation Engagement, and is typically used for internal use and mergers and acquisitions. So which type of engagement is right for you? The kind you complete with the Business Valuation team at MMB.

MMB provides Business Valuation Services for many situations, including:

  • Litigation support
  • Employee stock option plans (ESOP)
  • Shareholder disputes
  • Goodwill determinations under ASC 05 (formerly SFAS 141R): financial reporting asset purchase price allocation
  • Goodwill impairment testing and analysis under ASC 350 (formerly SFAS 142)
  • Purchases or sale of closely held business or business interest
  • Buy/sell agreements
  • Financial restructuring and recapitalization
  • Small Business Association loans
  • Succession planning
  • Stock options
  • Estate planning and taxation
  • Gift taxes

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