Business Valuation Services

As a Certified Valuation Analyst, Roxanne has been trained and demonstrated competency in business valuation. She is certified by the National Association of Certified Valuators and Analysts (NACVA) and is experienced as an expert witness. We do business valuations, calculations of value and reviews of reports prepared by other valuation professionals.

Buy/Sell

Both buyer and seller will want to do their due diligence. Does the business have hidden "red flags" that make it worth less? Or does it over a synergystic value over and above the value to a normal buyer?

Litigation

We are experienced in valuation work for litigation purposes: divorces, partner/shareholder disputes, etc.

Planning

Businesses sometimes need an estimated value for planning purposes: strategic planning, key person life insurance, succession planning, estate & gift planning, and even pre-nups.

Financing

Businesses often need a valuation for financing purposes, both for the original purchase of a business or funding an expansion.

Taxes

Values are need for estate and gift tax purposes, including the step up in basis upon death of an owner.

Services Offered

Business Valuation

This valuation is in accordance with the standards set forth by the American Institute of Accountants (AICPA) and the National Association of Certified Valuators and Analysts (NACVA). It involves meeting all the standards set forth in SSVS1, including considering all three main methods of valuation, financial analysis, industry analysis, economic analysis and more. The end result is called a "Conclusion of Value". This method is preferred if litigation is anticipated.

"You are the best! I’ve referred you to a couple other attorneys. I hope that’s alright!" - L.D., Attorney

Calculation of Value

This is any agreed-upon set of procedures that does not meet all the standards of SSVS1. It is a more economical option for very small companies or when the chances of litigation are not likely. Our most common calculation of value involves a capitalization of earnings of an established business. The end result is called a "Calculated Value".

Computer Estimate of Value

This is a computer generated calculation of value. It is a very economical estimate that is suitable for planning purposes or even negotiations. It is not suitable for litigation.

Report Review

This involves reviewing and critiquing the report of another valuation expert. This service is helpful for opposing council in litigation.

Expert Witness

Roxanne Coffelt is experienced as an expert witness, and was referred to by one local judge as "unflappable".

Value Consulting

Most small business owners have the bulk of their net worth (and certainly their time) tied up in their business. They think that someday they will sell and live off the proceeds, yet most businesses never find a buyer. If you are planning on exiting your business in a few years, let us help you make your business more desirable to a potential buyer.

Contact Us

Phone:

+1 574 267 8853

E-mail:

info@coffeltcpa.com