"In selling businesses as in medicine, prescription before diagnosis is malpractice."


Valuations & Appraisals

As a core competency and complement to our M&A business, Deal Capital provides business valuation services, including intangible asset and financial security valuations for a M&A, financial reporting and tax purposes.

With a network of certified valuation experts, you’ll receive an unparalleled level of expertise when it comes to valuing your company. Our expert guidance allows us to provide a level of customer service that is unmatched. Our network includes expert compliance personnel with the expertise to complete your valuation project in a way that is tailored to your individual needs and goals.

What is your business potentially worth? Don’t go into negotiations unprepared. Our business valuations give you an accurate view of your business by looking at its value from several angles. Our business appraisals include Comparables, Net Present Value, Adjusted Present Value, and Venture Capital methodologies.

 

  • Merger, Acquisition or Business Sale

  • Corporate Financing

  • Shareholder Buy-Sell Agreement

  • Shareholder Disputes

  • Spouse Issues, Including Divorce

  • Estate Planning & Tax Issues

  • Life Insurance Claims

  • Litigation & Bankruptcy

  • Buyouts, Sellouts, Spin-Offs & Split-Offs

  • Corporate Conversions

  • Purchase Price Allocation

  • Internal Management Reporting

Custom Business Valuations

We deliver tailored business appraisals to fit the needs of our clients. 

Our primary services include valuations for mergers and acquisitions, including financial and strategic valuations for pre and post merger integration. We use multiple generally accepted methodologies to establish a viable value range, giving expert understanding and insight to your corporate value. We also provide expert valuations and appraisals for the following:

  • Spin-offs and split-offs
  • Fairness opinions
  • Stock buy-back and repurchase analysis
  • Restructuring, reorganization, distressed sales and bankruptcy proceedings
  • Life insurance funding needs
  • Employee Stock Ownership Plans (ESOPs)
  • IRC Section 409a
  • Section 482 transfer pricing
  • Tax-related issues
  • Technology, intellectual property and intangible asset (including domain name and digital asset) valuation

For more specific information on the services we provide, please contact us.

Business Valuation Report

A Business Valuation Report is most often used for non-litigation scenarios, including use by internal management. Most frequently such value reports are used to determine selling price of the business or assisting in establishing a buy-sell between party shareholders. It is not used for IRS or court-order corporate valuation assistance.

Business Appraisal Report

Suited for the IRS and litigation support in a court of law, a Business Appraisal Report includes applicable value, but also will show step-by-step of how such value is derived.

Stand-Alone Business Appraisal Report

Suited for the IRS and litigation support in a court of law, a Business Appraisal Report includes applicable value, but also will show step-by-step of how such value is derived. This report will also include a thorough financial analysis, including financial forecasts, common-size financials, ratio analysis, working capital and expenditure analysis and industry comparable inclusions. Discounts can also be applied, depending on the project, for lack of control and/or marketability.

Updated Annual Report

Every few years we work with owners and management to update previously-drafted Business Valuation Reports based on the latest financial data, financial conditions and market information on the company. This report will include macro changes and report of general economic outlook.

Generally Accepted Accounting Principles (GAAP) has undergone significant transformations to its fair value reporting standards. Acquisitions are accounted for under purchase accounting rules for which acquired intangible assets are identified and valued separately. GAAP outlines five general categories of intangible assets. Intangible assets with an indefinite life and any remaining goodwill are not amortized, but rather are subject to periodic impairment testing. Goodwill impairment testing requires the valuation of a company’s reporting units.