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Business Valuations

Freed Maxick provides business valuation services throughout the United States. Determining the value of someone’s interest in a closely held business can be important for both tax and business reasons. But determining value is not always easy because there is rarely an established market for closely held business interests. That’s why an objective, professionally prepared business valuation by Freed Maxick is essential.

Freed Maxick’s business valuation consultants use a comprehensive approach to valuing business interests. We perform an in-depth analysis using relevant market data and apply state -of-the -art valuation techniques to ensure accurate and defensible business valuation reports. In addition, we monitor statutory authority, administrative rulings and judicial precedent to ensure the valuation complies with legal and professional standards.

Business Valuations Serve Many Needs

Freed Maxick CPAs, P.C. performs independent valuations for many business reasons, including:

  • Income Tax Purposes
    Certain transactions may require determining the fair market value of stock in a business to accurately assess tax liability, which can help avoid underpayment and overpayment of taxes. Tax-related valuations are prepared
    for a variety of purposes, such as compensation in the form of stock or options, charitable contributions, S corporations elections, and purchase price allocations.
  • Litigation Support
    Attorneys rely on the opinion of our business valuation professionals, as well as their reports, to help substantiate claims and defend positions in situations such as business and marital dissolutions, lost profit cases, insurance claims, and more.
  • Estate and Gift Taxes
    Valuations of business interests are beneficial for estate planning, gifting, estate settlement, and Internal Revenue Service reporting of estate or gift transactions. A properly prepared valuation can help avoid IRS challenges, exposure to under valuation penalties and disputes amongst heirs.
  • Business Acquisition, Sale or Merger
    In selling situations, a valuation may help set realistic price expectations. If someone is planing to buy a business, a valuation may protect him or her from paying more than a business is worth. Conversely, someone trying to sell a business interest will want to ensure a fair selling price.

How Freed Maxick Can Help

Understanding your company’s market value is critical to making smart decisions for the future. Freed Maxick’s professional services team follows a strategic valuation process to determine how much a business is worth and identify potential market opportunities. We conduct comprehensive analysis of your company, perform market research, and develop documentation showing the true financial operating potential of your business. The result of this process is the platform, an evaluation document based on extensive research and analyses of your operations, financials and industry. A valuation platform and a disciplined selling approach can help you deal confidently with prospective buyers and get the right price for your business.

We may be based in New York State, however Freed Maxick provides tax services to business all over the U.S., no matter your location: Alabama, AL; Alaska, AK; Arizona, AZ; Arkansas, AR; California, CA; Colorado, CO; Connecticut, CT; Delaware, DE; Florida, FL; Georgia, GA; Hawaii, HI; Idaho, ID; Illinois; IL; Indiana, IN; Iowa, IA; Kansas, KS; Kentucky, KY; Louisiana, LA; Maine, ME; Maryland, MD; Massachusetts, MA; Michigan, MI; Minnesota, MN; Mississippi, MS; Missouri, MO; Montana, MT; Nebraska, NE; Nevada, NV; New Hampshire, NH; New Jersey, NJ; New Mexico, NM; New York; NY, North Carolina, NC; North Dakota, ND; Ohio, OH; Oklahoma, OK; Oregon, OR; Pennsylvania, PA; Rhode Island, RI; South Carolina, SC; South Dakota, SD; Tennessee, TN; Texas, TX; Utah, UT; Vermont, VT; Virginia, VA; Washington, WA; West Virginia, WV; Wisconsin, WI; Wyoming, WY. We Serve all 50 States.

CONTACT US to learn more about our Consulting Services.

ABOUT US: Freed Maxick CPAs, P.C. is Western and Upstate New York’s (NY) largest public accounting firm and a Top 100 firm in the U.S. Freed Maxick provides audit, tax and consulting services to closely-held businesses, public (SEC) companies, not-for-profits and governmental entities in Buffalo, Rochester, Syracuse, Albany and NYC, New York.