Business Valuation

Whether it's for tax purposes, a merger or acquisition, or to settle a dispute, valuing a business or business interest means weighing dozens of variables, including historical cash flow, management depth, diversification of customer base, geographic market area, the industry, the economy, the competition and the future growth rate. A solid valuation means you can make a solid strategic business decision. Less than that, and you’re hindered from the very start of the process. Don’t sell yourself short.

Going deep while maintaining a broad perspective

Our teamwork approach delivers serious benefits to strategic business leaders.

EFP Rotenberg has the most extensive business valuation practice among CPA firms in Upstate New York. We formed a dedicated team of innovative problem solvers to address these issues in 1994. Our large staff includes CPAs, MBAs, Accredited Senior Appraisers (ASAs) and Accredited Business Valuators (ABVs), who regularly publish journal articles and lecture on business valuation issues.

Because EFP Rotenberg is a leading independent accounting and business consulting firm, our Business Valuation team takes full advantage of our in-house expertise in taxation, accounting and financial advisory practice areas that often impact valuations. This broad-based perspective is a valuable resource to our clients, because it helps them make sound, strategic decisions at critical stages in the history of their businesses. We believe it offers a clear advantage over firms which limit their practice only to valuation work. Read more about our team.

We have a proven track record of delivering high quality services, while satisfying the time-sensitive requirements of clients, attorneys and other professionals. Check out some of our case summaries, which may cover the following topics of interest:

• Shareholder purchase, sale, or dissolution transactions
• Buy-sell agreements
• Mergers & acquisitions
• Estate & gift tax reporting, charitable donation valuation
• Intellectual property sale or licensing
• Professional licenses & practice—transactions in partnership interests or purchase or sale of partnership
• Employee Stock Ownership Plans (ESOPs) annual appraisals
• Purchase Price Allocation (SFAS 141)
• Goodwill Impairment (SFAS 142)
• Insurance claims
• Securing financing

Valuing your valuation team: look carefully

We believe we bring a number of benefits to your valuation engagement:

• We follow a tightly defined process and prepare well-documented reports that adhere to professional standards and withstand the scrutiny of courts and taxing authorities.
• We provide you with well-informed opinions on the value of your business and help you understand the key factors that drive the value. 
• We are dedicated to keeping our professionals attuned to the current business landscape by attending valuation conferences, maintaining an extensive library and subscribing to essential online databases.
• We take advantage of our independent membership in the BDO Seidman Alliance, where we share expertise and experience with a large network of business valuators.
• We use our membership in the Financial Consulting Group, a national association of valuation professionals, for collaborative engagements with national experts, referral engagements, conferences and continuing education.