FAQs

A professional business valuation is needed when you are:

• Buying or selling a business
• Divorcing
• Using gifts as a tax strategy in your estate plan
• Liquidating your business
• Serving as the executor of an estate
• Setting up a buy/sell agreement
• Seeking business financing
• Doing strategic planning
• Seeking a fairness opinion
• Complying with certain Financial Accounting Standards Board (FASB) standards
• Converting your C corporation to an S corporation

A business valuation report needs to:

• Be written with the audience in mind, for example: a judge, jury or Internal Revenue Service agent
• Describe the valuation process logically, from start to finish
• Present consistent results
• Include documentation to support the value concluded

The type of valuation used for accounting is often different from the value used for establishing a selling price or for settling disputes. Relying on the wrong definition of value can be costly. SVA’s business valuation experts can help you determine the type of valuation you need for your circumstances.

Intangible assets include: proprietary lists, long-term contracts, patents, copyrights, trademarks, brand names, franchise agreements, software and goodwill. These assets cannot be counted like inventory, but nevertheless contribute to the overall value of a business.

Health care is a complicated and highly regulated industry that presents unique challenges for the practice that needs an accurate valuation. Whether your practice needs a valuation for expansion, merger, shareholder admission/retirement purposes or for entering into strategic alliances with a hospital or clinic, you need a valuation expert who understands the unique operating characteristics of a health care practice. Our valuation experts are credentialed in valuation, plus they have years of experience helping health care practitioners manage every aspect of operations.