Smarter business decisions start with understanding business value, cash flows and risk.

Regulatory requirements, finances and growing pains can make it difficult to understand your business's value. And knowing value is crucial for dispute resolutions, acquisitions, exit-planning strategies and wealth management.

That’s why it’s important to understand business valuations.

What is Business Valuation?
Business valuation is an independent appraisal of your company’s worth as well as how much it could potentially sell for. In other words, business valuation is the process of determining the economic value of your company.

Knowing an accurate value for your business impacts not only your current financial well-being, but also informs future exit strategies. Valuations allow business owners to have an estimate of the worth of their company and see how the market and investors view their company. This type of market intelligence allows organizations to see the value of their company and its assets. Further, valuations also prepare organizations for triggering events, such as bankruptcy or loss of key employees.

Why Hire a Valuation Professional?
Valuation professionals understand your business and what drives value, and they'll identify operational inefficiencies to create a stronger cash flow.

By conducting annual or periodic valuations of your business, shareholders will know and better positioned to grow the value of your business throughout its lifecycle.

Why Choose Eide Bailly for Your Business Valuation Needs
Eide Bailly knows the right tools and the right team make a difference. That's why we combine our financial expertise and deep understanding of the marketplace with the most effective data and resources to deliver results. Our big-firm resources and small-firm feel ensure you have the best of both worlds—the best tools and the best people.

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Shareholder Agreements

As a shareholder, you deserve to have confidence in the value of your business interests and peace of mind knowing that these interests are protected.

A valuation professional can help determine a fair price for shares, whether a partner or shareholder wants to buy or sell, as well as:

  • Examine buy/sell agreements
  • Conduct appraisals
  • Ensure that buy/sell agreements are current, funded, fair and workable in order to avoid prolonged litigation or the demise of the business
  • Perform a valuation that meets the above criteria

Our business valuation team has the experience and knowledge to review your buy/sell agreement and provide recommendations for improvements.

Tax Valuations

Regulations for companies are growing stricter as extensive updates to new and existing guidance is rolled out. This results in more and more valuation analysis being required for tax reporting, such as:

  • 409A Equity Valuation
  • Covenant not to Compete Valuation
  • Purchase Price Allocations
  • Stock Based Compensation
  • Tax Restructuring Valuation
  • Charitable Contributions
  • Business Interest, Partnership Interest, and Equity Valuation
  • Estate and Gift Tax Valuation
  • C Corporation to S Corporation Valuation

Eide Bailly's business valuation and analytics team has the unique skillsets necessary to deliver an objective analysis for your business. We combine our financial expertise and deep understanding of the marketplace with the most effective data analysis to ensure your valuation is credible.

Financial Modeling

Now more than ever, it’s vitally important to understand your financial condition and how future decisions will affect growth and profitability. It's important to analyze your financial metrics in contrast to industry peers from private and publicly held companies.

Using specific key performance indicators, business analytics advisors help you make strategic, proactive decisions by:

  • Performing ratio and trend analysis
  • Creating a customized narrative report for easy to understand financial analysis
  • Helping understand your company’s value using an (informal) valuation tool
  • Benchmarking your key performance indicators (KPIs) against the industry
  • Financial modeling

Financial modeling can provide you with “what-if” scenarios to improve decision making. Our professionals can help you understand how future decisions will affect growth and profitability.

Financial Reporting

Whether you're acquiring a new business or transferring a current business, it's important to understand the real value of intangible assets and the fair value of the business in whole or in part.

A financial reporting analysis can ensure:

  • The proper allocation of the company’s purchase price
  • Account for all variables involved in an acquisition
  • Assign a fair value to intangible assets like tradename, customer relationships and developed technology
  • Compliance with the various valuation requests from your audit team

It is our goal to provide you with a valuation for accurate financial reporting that yields the best possible results for your business. Our team has the experience and knowledge to bring the latest insight to your specific situation and help determine how acquisitions will impact your financial reporting and your future.

Succession Planning

The decision to transition your business is big—but necessary. Whether you’re transferring it to a family member or an independent third party, you want a smooth transition.

Transition consultants can help you:

  • Facilitate family meetings to proactively avoid conflict
  • Create mission and vision statements
  • Assess current reporting frameworks to monitor achievement of Key Performance Indicators (KPIs)
  • Develop a succession plan
  • Strategically plan your transition

Our approach utilizes various diagnostic assessments to understand individual and family objectives. Our team identifies succession issues that need to be considered, including emotional issues and conflicts that may act as obstacles.

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Make sense of your business’s value and use it to drive future decisions.

Let’s talk.