Business Valuation | know the true value
Whether you are contemplating a merger or acquisition, estate, gift or succession plan, settling a business dispute, or updating a buy-sell agreement, business valuation is at the foundation of well-reasoned business decisions. When you have a deep understanding of the value of your business, you can move forward with confidence.
Understanding your goals
At StoneBridge Business Partners, our first priority is to focus on the problems, goals, and issues important to you and your company. After all, it is only in this context that our qualifications and capabilities matter to you. By taking a client-focused approach, we make sure that your needs are always of foremost importance to us.
A team that’s focused on valuation
At StoneBridge, our business valuation professionals work as a dedicated team, and bring significant in-the-field experience and the highest levels of credentials. Their professional designations include:
- Accredited Senior Appraiser (ASA)
- Accredited in Business Valuation (ABV)
- Certified Public Accountant (CPA)
Many have also earned an MBA in the course of their career. Meet our leadership team.
We believe you will find the level of achievement among our professionals to be superior to that found in regional accounting firms, where dedicated teams are a rarity, and in valuation-only firms, where the front-line experience of CPAs is not generally tapped.
Through our affiliation with EFP Rotenberg, a large, full-service public accounting firm, we take advantage of our in-house expertise in taxation, accounting and financial advisory practice areas, which often impact valuation.
In addition, as a member of the Financial Consulting Group, we have access to some of the country’s leading experts in business valuation and litigation services.
Our business appraisal reports are prepared in conformance with professional business valuation standards and guidelines, such as: the AICPA’s Statement on Standards for Valuation Services, No. 1, the American Society of Appraisers’ Business Valuation Standards and The Appraisal Foundation’s Uniform Standards of Professional Appraisal Practice.
A unique approach
- We bring the practical experience of advising clients in selling and transferring shareholder interests to the valuation process.
- We fully understand the need for adjustments of historical financial statements in the valuation process.
- We prepare well-documented reports that adhere to professional standards and can withstand the scrutiny of courts and taxing authorities.
Valuations for many purposes
We deliver a broad range of business valuation services:
- Tax-related services – estate planning; estate and gift tax filings; S-Corporation elections; other corporate reorganizations; charitable donations; review of IRS valuations
- Shareholder liquidity services – establishing or updating buy-sell agreements; shareholder purchase/sales transactions; stock redemptions: sales to Employee Stock Ownership Plans (ESOPs); life insurance funding
- Corporate transaction services – acquisition or sale; merger exchange ratios; shareholder disputes, including dissenting shareholder and minority oppression cases
- Accounting-related services – for purchase price allocations (FASB ASC 805) and goodwill impairment (FASB ASC 350)
- Intellectual property services – for sale or licensing of intellectual property
- Professional licensing and practices – for transactions in partnership interests, purchases or sales of partnerships
Learn more about us
Read some of our quick case studies.
Read the latest edition of Building Value, our business valuation newsletter.
Our team members write and publish articles on business valuation. Browse our StoneBridge Resource Library.
We also maintain relationships with colleagues at a number of professional organizations with which we are affiliated.