What We Do

Valuation Services

S|B|F provides comprehensive business valuation and related consulting services ranging from tax related matters to actual transactions to providing due diligence and litigation support.

We understand that every valuation is unique and treat every engagement accordingly with utmost care. Our business valuation process relies on an in depth review, analysis, and understanding of your business’ history, present capacity, future prospects, and operating structure in the development of our work product.

We use the foundation of basic valuation principles, incorporate current market data and proven valuation methodologies to generate conclusive and credible valuation reports that provide a sound basis for decision making.

Our highly customized level of analysis combined with advanced training and years of valuation experience allows us to provide clients with the highest level of service.

Consequently, our valuations are robust, defendable and of exceptional quality, sufficient to withstand not only the scrutiny of the IRS but also the highly sophisticated standards of actual private investment funds.

Combining these valuation services with our tax, accounting and financial expertise creates a unique environment in which we best meet our clients’ valuation needs.

Our valuation services include:

  • Estate planning and gift transactions
  • Sale or purchase of a business
  • Buy-sell agreements
  • Goodwill impairment analysis
  • S-Corp conversions
  • Share-based compensation and stock options
  • Purchase price allocation
  • Shareholder disputes
  • Marital dissolutions
  • Third-party opinion and due diligence on proposed transactions
  • Proprietary industry research and business intelligence
  • Litigation support
  • Succession and exit planning
  • Valuation for financial reporting
  • Charitable contributions
  • General business advisory services

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