BUSINESS VALUATION RESOURCE CENTER
Helping Business Owners Make Better Decisions
A business valuation is often unfamiliar territory. Whether you’re planning for retirement, selling your company, transferring ownership to the next generation, or responding to a legal or tax requirement, our Resource Center is designed to provide practical, easy-to-understand information.
New to Business Valuation? Start Here.
Getting Started
Learn the fundamentals of business valuation and understand what to expect.
When Is a Valuation Needed?
Explore the situations where a professional valuation may be important.
Understanding Value
Learn the terminology, concepts, and factors that influence business value.
Preparing for a Valuation
Understand what information and documents may be needed.
Increasing Business Value
Explore practical factors that can influence the value of a business.
Frequently Asked Questions
Answers to common questions business owners have about valuation.
FEATURED RESOURCE
Business Valuation Preparation Checklist
Preparing for a valuation doesn't have to be overwhelming.
This checklist helps business owners organize the financial, business, operational, and industry information that may be needed during a valuation engagement.
- Financial Information
- Business Information
- Operational Information
- Industry Information
- Purpose of the Valuation
- Financial Information
The checklist also covers common valuation purposes including estate and gift tax planning, succession planning, business sales or acquisitions, buy-sell agreements, divorce or litigation, SBA/commercial financing, and financial reporting.
REAL-WORLD VALUATION INSIGHTS
FEATURED RESOURCE
Getting Started
10 Articles
- What Is a Business Valuation?
- Why Every Business Has a Value
- Why Business Owners Need Valuations
- Price vs. Value
- Fair Market Value Explained
When Is a Valuation Needed?
18 Articles
- Selling a Business
- Buying a Business
- Estate Planning
- Gift Tax Planning
- Family Transfers
Understanding Value
20 Articles
- Fair Market Value
- Fair Value
- Investment Value
- Strategic Value
- Intrinsic Value
Preparing for a Valuation
12 Articles
- Financial Records You'll Need
- Organizing Tax Returns
- Owner Compensation
- Related-Party Transactions
- Inventory
Increasing Business Value
20 Articles
- The Eight Drivers of Value
- Customer Diversification
- Reducing Owner Dependence
- Building a Management Team
- Recurring Revenue
Frequently Asked Questions
10 Articles
- Can I estimate my own value?
- How often should I get a valuation?
- What if my records aren't perfect?
- Is a tax return enough?
- Will the IRS accept the report?
Case Studies
10 Articles
- Manufacturing Company Succession
- Family-Owned Retail Business
- Estate Tax Engagement
- SBA Loan Support
- Buy-Sell Agreement