USPAP CERTIFIED
Connecticut Business Valuation Services
Valuations for M&A, estate planning, SBA lending, and litigation. Our appraisers hold credentials with leading professional organizations and prepare every report in accordance with USPAP.
- Remote valuation process
- USPAP-compliant reports
- Credentials in ASA, AICPA (ABV), CFA, and more
Our Core Offerings
Business Valuation Services
We prepare defensible, USPAP-compliant valuations for every business context, from estate and gift tax planning to M&A due diligence, SBA lending, and litigation support.
Standard Valuation
Fair market value appraisal for estate planning, probate, gift tax reporting (Form 709), and estate tax filings (Form 706).
409A Valuation
Valuations for startup equity and employee stock option plans prepared to meet IRC Section 409A requirements.
M&A & Financial Reporting
Valuations for acquisition due diligence, purchase price allocation, and GAAP-compliant financial statement reporting.
Minority & Fractional Interests
Appraisals of non-controlling stakes, partnership interests, and LP holdings for tax and legal proceedings.
Litigation & Dispute Resolution
Valuations suitable for divorce equitable distribution, shareholder disputes, and court proceedings.
Bankruptcy & Creditor Claims
Going-concern and liquidation valuations prepared for bankruptcy filings and creditor settlements.
Transparent & Rigorous
How Our Business Valuation Process Works
- 01
Initial Consultation & Scope Definition
We discuss your valuation purpose, timeline, and business details, whether for M&A, estate planning, SBA lending, litigation, or another objective.
- 02
Financial & Operational Analysis
Our appraisers review financial statements, tax returns, operational metrics, and market conditions relevant to your business.
- 03
Valuation & Methodology Application
We apply industry-standard approaches, income, market, and asset-based methods, selected based on your business type and the engagement's purpose.
- 04
Report Preparation & Review
We prepare a comprehensive, USPAP-compliant report documenting our analysis, conclusions, and supporting evidence.
- 05
Delivery & Support
Your final report is delivered in the format required for your intended use, and we remain available for follow-up questions.
STANDARDS-COMPLIANT
Credentials Rooted in Professional Standards
Our appraisers hold credentials with leading valuation organizations and prepare every report in accordance with USPAP, the uniform standard that supports defensibility across estate, litigation, SBA, and M&A contexts.
ASA, Business Valuation Credential
ABV, Accredited in Business Valuation
CFA, Chartered Financial Analyst
USPAP, Uniform Standards of Professional Appraisal Practice
FAQ
Frequently Asked Questions
What is a business valuation, and when do I need one?
A business valuation is a professional assessment of your company's fair market value. You may need one for M&A transactions, estate and gift tax planning, SBA lending, divorce proceedings, litigation support, financial reporting, or ownership disputes. Our appraisers prepare valuations tailored to your specific purpose and audience.
How do you ensure your valuations are defensible and compliant?
Every valuation is prepared in accordance with USPAP. Our appraisers hold credentials with leading professional organizations such as the ASA, AICPA (ABV), and CFA, so your report meets rigorous industry standards.
Can your valuations be used for SBA lending or bank financing?
Yes. Our valuations are prepared to meet SBA lender requirements and the documentation standards expected by financial institutions for asset-backed lending and collateral assessment.
Do you handle minority interests, fractional ownership, and partnership valuations?
Yes. We value minority stakes, limited partnership interests, non-controlling shares, and complex ownership structures. Each engagement is customized to reflect the specific rights, restrictions, and marketability characteristics of the interest being valued.
Do you prepare 409A valuations for startup equity?
Yes. We prepare valuations for private companies issuing equity to employees, following IRS requirements for stock option plans and employee equity grants.
Can you value a business that's in bankruptcy or facing creditor claims?
Yes. We prepare going-concern and liquidation valuations for bankruptcy filings, creditor settlements, and asset recovery, tailored to the specific proceeding.
Ready to value your business?
Our USPAP-compliant appraisers prepare defensible valuations for M&A, estate planning, SBA lending, litigation, and tax reporting. Start your engagement today.