Business Valuation
A professional business appraisal may be a critical need for many businesses. While the purpose of an appraisal is to simply establish a dollar figure on the value of a business, getting to that end result is anything but simple.
When done correctly, business valuations are complex — requiring thorough investigation, extensive research, and careful analysis of resulting data. However, insightful and professional judgment is also necessary, which is commonly gained through years of training and experience. An objective, proven appraiser brings both credibility and impartiality, especially when a company's value may be in dispute.
The RMA team of professionals provide expert analysis and litigation experience for a variety of business valuation needs. Our specialists have extensive training, experience, and professional designations from the American Institute of Certified Public Accountants in the area of business valuation.
Whether buying or selling a business, planning a gift of a business interest, terminating a partnership, going public, or facing some other significant stage in the business development, you'll need a business valuation.
Other specific situations include:
- Estate and Gift Taxes
- Buy/Sell Agreements
- Estate Planning
- Divorces
- Compensatory Damages
- Leveraged Buy-Outs
- Litigation
- Mergers and Acquisitions
- ESOPs and Leveraged ESOPs
- Raising Capital
- Recapitalization
- Stock Options
When the time comes, consider the advantages of an independent, professional valuation appraisal. RMA has a proven track record in providing expert testimony in many litigation situations. We have a solid reputation for accurate and objective work and are well respected within the communities we serve.
Our Business Valuation
Services include:
- Valuation for business
purchases/sales - Purchase price allocation
- Goodwill impairment
- Valuation of intangible assets
- Mergers and acquisitions
- Corporate or partnership
dissolution or recapitalization - Divorce
- Estate planning
- Obtaining financing
Considering a public offering? Due diligence examinations are recommended to meet state and federal regulatory pricing requirements and prepare an accurate disclosure document.
Plan to raise financial capital? Most venture capitalists or prospective investors will likely require an independent and objective appraisal.
Preparing for an Employee Stock Ownership Plan (ESOP)? To meet ERISA and IRS requirements and establish a fair stock price, an independent appraiser must value private companies annually.
Selling, acquiring or merging a business? A successful transaction will include outside help to set a fair price and structure payments terms to meet the needs of all parties.
Located in the heart of Salt Lake City, Utah, Rocky Mountain Advisory, LLC ("RMA") is an accounting firm specializing in forensic accounting, bankruptcy and turnaround, dispute analysis, and business valuation. RMA also focuses on small business tax and accounting services. Our team of experienced professionals works with legal, private and public sector companies.