Services - Business Valuation

Quantifying Value

 

What We Do For You 

We provide expert business valuation and appraisal services for numerous industries and purposes.  Valuation projects include determining transaction values for business sales and acquisitions, litigation and dispute resolution, determination of estate values and gift taxes, financial reporting considerations, bankruptcy-related issues, along with many others.  Our team holds numerous professional certifications and consists of Certified Public Accountants (CPA), Certified Valuation Analysts (CVA), and a Certified Global Management Accountant (CGMA). Because of our diverse background, coupled with our decades of experience, we are uniquely positioned to help our clients in most any valuation needs. 

 

The Value to You

A proper determination of value for a business or asset helps our clients with whatever situation they are involved in.  We work efficiently and with the highest level of technical expertise to deliver the best possible product in a timely manner.   

 

Services

Many situations present themselves where an expert determination of value is needed.  These instances can include supporting a decision to sell a business at a fair price or acquire a competitor to strategically grow, complying with tax laws in the case of a gift or estate, or settle a dispute or litigation.  Often, these projects can be complex, requiring experience and deep technical skills.  The consequences of making the wrong determination of value can be costly and lead to making bad financial decisions or improper compliance.  

DGN Advisory has experience performing valuations across many different industries, including professional services, manufacturing, food processing, and construction.  In addition to industry, we have experience with many stages of a business lifecycle from startups requiring stock option plan valuations to bankruptcies requiring special-purpose appraisals and liquidation analysis.   

Our processes are streamlined and efficient to ensure timely delivery of services while maintaining the highest level of professional quality and standards.  We adhere to professional standards of both the American Institute of Certified Public Accountants (AICPA) and the National Association of Certified Valuation Analysts (NACVA), and our team members are dedicated to keeping up with the latest trends and techniques.   

Example Services : 

  • Opinions of Value 
    
    • Gift and Estate 
      
    • Litigation and Dispute Resolution 
      
  • Calculations of Value 
    
    • Acquisition Activities 
      
    • Buy/Sell Agreement Support 
      
  • Fair Value Determinations 
    
  • Purchase Price Allocations 
    
  • Asset Impairment Evaluations 
    
  • Liquidation Analysis 
    
  • Economic Damages Determination 
    
  • Portfolio Valuation 
    
  • Employee Stock Ownership Plans (ESOP) 
    
  • Employee Stock Option Plan – IRC Section 409a Safe Harbor Determination 
Increase Your Company's Value
We offer a customized in-depth planning tool, focused on your company's value, through a web-based dashboard
CoreValue Overview