Principium | White Oak offers its clients a variety of business valuation services. Valuation services may be helpful in a variety of situations, including business sales, exit and succession planning, partner buy-outs, and resolving disputes.

You will find an overview of business valuations below, along with the various options you may have.

We’d be happy to speak with you about business valuation services and answer your questions or get going on your valuation project.

Click here to access our Valuation Portal. Please contact us before accessing the portal.

What is a Business Valuation?

Business valuations are commonly referred to as business appraisals that are performed by certified valuators who adhere to published valuation standards set forth by well-known, accredited organizations. A business valuation report issued by a firm with certified valuators holds credibility. Our valuation reports are certified by the National Associatiion of Certified Valuators and Analysts (NACVA) – among the most recognized organizations in the valuation industry.

When Do You Need a Business Valuation?

Whether you are a business owner contemplating the sale of your business, raising bank capital, or investor equity, pursuing a legal claim, preparing your succession or exit plan, or planning any of an array of accounting or IRS-related reporting events – you will want to obtain a valuation report that is credible and protects you against others from discrediting the valuation

Business valuation reports can be prepared for many different purposes. That’s why we offer two types of business valuation reports: informational and certified. Here is a summary of what these two types of reports entail, how they differ,r and when you might benefit from each.

Informational Valuation Reports

Informational valuation reports (also referred to as non-certified reports) are less time-intensive to produce and more affordable. Typically 30-40 pages, these reports provide valuable insight to establish a market price, support exit planning, or inform internal business planning processes. The informational report is best suited for individuals who do not need a certified valuation and are comfortable with more limited procedures and reporting. All reports are prepared by financial analysts on our valuation team.

Certified Valuation Reports

Certified valuation reports are prepared by a certified business appraiser in accordance with applicable professional standards. Typically 65-100 pages, these reports include an in-depth written analysis of the nature and history of the company, the industry, and the economy, a financial analysis, and a conclusion of value. This type of report is best when you expect a lot of scrutiny over the value or when there is a high level of interest in detailed support and explanation of the valuation.

Our Valuation Affiliate

Our valuation services are offered in coordination with our valuation affiliate, BizWorth.

Click here to read more about the professional qualifications of our dedicated valuation team at BizWorth.

Get Started or Get Your Questions Answered

If you are ready to get started or want to learn more about valuation services, please schedule a call.