Responsive, professional, first class deliverables -- especially considering that that the appraised assets are extremely complex financial assets with little by way of comps. The deliverable satisfied my accountants and advisers as being more than adequate to support the valuation needed to complete a conversion to a Roth IRA
USPAP CERTIFIED
Connecticut Business Valuation
Business valuation services for Connecticut companies, covering M&A transactions, SBA financing, estate tax planning, and litigation support. Every report is prepared in accordance with USPAP so it holds up with lenders, courts, and the IRS.
- Prepared in accordance with USPAP
- Credentialed appraisers, ASA, AICPA (ABV), CFA
- M&A, estate tax, SBA, and litigation valuations
Why Connecticut Businesses Need Professional Valuations
**Equity Business Valuation Services** provides certified business valuations for Connecticut companies navigating financing, tax planning, litigation, and ownership transitions. Whether you're closing an SBA loan, filing an estate tax return, or negotiating a sale, our reports are built to withstand lender, IRS, and court review.
Connecticut's economy spans insurance and financial services in Hartford, manufacturing along the Naugatuck Valley, and a dense base of professional-services and family-owned businesses statewide. Our valuations account for the market conditions and industry benchmarks that shape a Connecticut company's worth.
Every valuation is prepared in accordance with USPAP, giving your report the defensibility required for financing, tax filings, or legal proceedings.
Succession & Ownership Planning
Valuations for shareholder buyouts, buy-sell agreements, and succession decisions.
Estate & Gift Tax Planning
Valuations prepared for estate tax filings, gift tax planning, and financial reporting.
Litigation & Dispute Support
Defensible valuations for divorce proceedings, shareholder disputes, and litigation.
SBA & Financing Valuations
Valuations prepared to meet SBA lender requirements and financing standards.
Tailored to Your Needs
Business Valuation Services
We provide business valuations across multiple purposes and entity structures for Connecticut companies. Each report is prepared to meet the standards required by lenders, tax authorities, and courts.
M&A & Transaction Support
Valuations for mergers, acquisitions, and business sales that support negotiations and buyer due diligence.
Estate Tax & Succession Planning
Valuations for Forms 706 and 709, supporting estate plans and ownership transitions.
SBA & Lending Valuations
Prepared to meet SBA lender requirements and asset-backed financing standards.
Litigation & Dispute Resolution
Valuations for divorce proceedings, shareholder disputes, and equitable-distribution matters.
Minority & Fractional Interests
Valuation of non-controlling stakes, LP interests, and family investment vehicles.
Financial Reporting & Compliance
Valuations supporting GAAP-compliant financial statement reporting and purchase price allocation.
Our Process
How We Prepare Your Business Valuation
- 01
Initial Consultation & Scope Definition
We discuss your valuation purpose, business structure, and timeline, whether the report supports SBA financing, an IRS filing, or litigation.
- 02
Financial & Operational Review
Our team reviews your financial statements, tax returns, and operating metrics to understand your company's performance and risk profile.
- 03
Market & Comparable Analysis
We research comparable transactions and industry data relevant to your business and the Connecticut market.
- 04
Valuation Methodology & Calculation
We apply the income, market, or asset-based approach appropriate to your business and reconcile results into a final concluded value.
- 05
USPAP-Compliant Report Delivery
You receive a professionally formatted report prepared in accordance with USPAP, ready for your lender, the IRS, or the court.
USPAP COMPLIANT
Credentials & Professional Standards
Our appraisers hold credentials with leading organizations including the ASA, AICPA (ABV), and CFA Institute. Every valuation is prepared in accordance with USPAP, the standard for professional appraisal practice, so your report holds up with lenders, the IRS, and the courts.
USPAPIndustry-leading appraisal standard
Multi-credentialTeam approach to complex valuations
American Society of Appraisers
ASA (Business Valuation)
AICPA
Accredited in Business Valuation (ABV)
CFA Institute
Chartered Financial Analyst
The Appraisal Foundation
USPAP Compliance & Standards
Client Feedback
What Our Clients Say
The Team were very knowledgeable and very helpful and efficient- I recommend them highly for appraisals-especially for private companies.
I found them professional & responsive. The report was quite thorough as well.
FAQ
Common Business Valuation Questions
How long does a business valuation take?
Most business valuations are completed within 2 to 4 weeks of receiving your complete financial documentation. We'll confirm a specific timeline once we understand your business and the purpose of the valuation.
What financial documents do I need to provide?
Typically we request 2 to 3 years of financial statements, tax returns, a current balance sheet, and details on ownership structure. We'll provide a complete checklist during your initial consultation.
Is the valuation process remote, or do you need to visit my business?
Business valuation is conducted remotely using the financial and operational information you provide. Our appraisers do not need to visit your business to complete a thorough, defensible valuation.
What valuation methods do you use?
We apply the income approach, market approach, and asset-based approach as appropriate, selecting the methodology that best fits your business type and the purpose of the valuation.
Can you value businesses in any industry?
Yes. Our team values companies across manufacturing, insurance and financial services, professional services, retail, and other industries common to the Connecticut economy.
What credentials do your appraisers hold?
Our appraisers hold credentials with leading organizations such as the ASA, AICPA (ABV), and CFA Institute. Every report is prepared in accordance with USPAP.
Request Your Business Valuation
Tell us about your Connecticut business and the reason for your valuation. We'll follow up with a detailed quote.