Valuation

Helping You Make Informed Decisions

A valuation is an important foundational element of many types of business transactions and can help owners or investors gain a clear picture of a company’s dynamics and growth potential. Whether you are creating or updating a buy/sell agreement, developing an estate plan or gift program, considering succession options, or implementing a corporate merger, acquisition or ESOP, understanding the value of your business is a critical first step to ensure that the rest of the process runs smoothly. An accurate valuation is also essential in matters of litigation disputes and business or marital dissolution.

Trust the Experts

Not all valuation firms are equal. An inaccurate valuation can lead to problems during a business deal or legal dispute. It can also give owners a false sense of financial security preventing them from focusing on areas to drive and support improved growth.

The experienced professionals in KSM’s Valuation Services Group bring in-depth knowledge and dedicate most of their time and talent to valuations engagements. Their background and professional accreditations in valuation and appraisals provide guidance for following the highest possible standards. Our dedicated resources and ongoing involvement in industry and professional associations enable us to determine the proper value of your business and offer the most accurate assessment to help you make informed decisions.

Throughout our 80+ years of advising a wide range of companies in all industries, KSM’s work ethic and dedication to client service has helped us earn and maintain an impeccable reputation for fair and objective assessments. We value many types of businesses including partnerships, LLCs, corporations, not-for-profit organizations, and government entities and have gained unique insight working with successful entrepreneurs and closely held businesses.

Our Valuation Process

Our professionals consider the three main valuation approaches while following a comprehensive due diligence process. This thorough assessment includes:

valuation process graphic

Advisory Services

Some of the most common valuation needs include:

Estate and gift includes blockage discount appraisals; charitable contributions; derivatives and complex financial instruments; estate planning/tax (for transactions or corporate/family succession planning); family limited partnership and LLC valuations; and minority interest appraisals.

ESOP includes fairness opinions; annual valuation of ESOP shares; purchase price allocation studies (ASC 805); and feasibility studies for new ESOP formations.

Financial reporting includes fair value (ASC 805 and ASC 820); impairment testing (ASC 350); stock-based compensation; and derivatives and complex financial instruments.

Transaction advisory includes supporting clients in their transaction such as raising capital or buying out shareholders; fair value (ASC 805 and ASC 820); financing/leveraged buyouts; healthcare industry valuations; mergers and acquisitions; recapitalizations; and U.S. Small Business Administration (SBA) loan appraisals.

Litigation and disputes include divorce and shareholder (buy/sell) disputes; and mediation and arbitration.

Ownership and success planning includes consulting and general valuations for buy/sell agreements; financing/leveraged buyouts; minority interest appraisals; and recapitalizations.

Calculation of value reports include reports for transportation and veterinary clients.

Helping You Understand Your Company’s Value

Whatever your reason for a valuation, KSM will take the time to understand your unique situation and provide the right solution to meet your needs. Let us know how we can help.

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