Business Valuations

As a business owner, it's sometimes hard to see the forest through the trees when it comes to the value of your company. We'll give you the complete picture.

There will likely be a time when you need to determine the value of your business, whether you are considering selling it, determining an inheritance value, or wanting to buy out a partner. At Smith Barta & Company, we provide business valuation services that not only determine the value of your company, but also serve as an indispensable tool to help you manage and plan your future. Our valuators are Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants - a credential requiring substantial experience, education, and exigent scores on a written exam covering professional and regulatory standards, valuation methods, and report writing.

Our valuators begin your valuation assignment with an accurate understanding of the context and purpose. We then gather information for the project, prepare an engagement letter, perform the valuation, and report the results.

Our business valuation services include:

  • Appraisals
  • Gathering of relevant market data
  • Business acquisitions or divestures
  • Buy/sell agreements
  • Financial Analysis
  • Succession Planning
  • Capital expenditures
  • High value/low return assets
  • Employee stock option plans (ESOP)
  • Determine intangible assets such as existing customers, goodwill, and company private possessions
  • Financial planning
  • Estate planning