M&A VALUATION
Business Valuation for Mergers & Acquisitions
USPAP-compliant valuations for mergers, acquisitions, and strategic transactions for Connecticut companies. Our credentialed appraisers deliver defensible reports that meet lender, investor, and tax requirements.
- Certified through leading professional organizations
- USPAP-compliant for all stakeholders
- Remote engagement, efficient turnaround
Comprehensive Assessment
M&A Valuation Services
Whether you're acquiring, divesting, or structuring a deal, our USPAP-compliant valuations provide the financial foundation your transaction requires. Our appraisers are credentialed through leading professional organizations including the ASA, CFA Institute, and AICPA.
Operating Company Valuation
Full-scope business valuation for active enterprises, using cash flow analysis, market approach, and comparable transaction assessment for acquisition due diligence and negotiation.
Minority & Fractional Interest Valuation
Valuation of non-controlling stakes, LP interests, and fractional ownership for equitable distribution, estate settlement, and GAAP-compliant financial reporting.
Real Estate Holding Company Valuation
Analysis for entities holding investment real estate, addressing property values, leverage, and entity-level tax treatment for M&A and succession planning.
Family Investment Vehicle & Multi-Entity Valuation
Consolidated assessment of holding companies, investment portfolios, and subsidiary networks for clarity in transactions and family wealth transfer.
Purchase Price Allocation & Fair Value Analysis
Post-acquisition financial reporting support, valuing assets for goodwill, intangibles, and purchase accounting under ASC 805.
Due Diligence Valuation Review
Independent verification of seller valuations and target company asset assessment to support confident deal structuring.
How We Work
Our M&A Valuation Process
- 01
Engagement & Scope Definition
We confirm valuation purpose, transaction scope, and timeline to align our analysis with your M&A objectives.
- 02
Financial & Operational Analysis
Our team reviews historical financials, tax returns, operations, market conditions, and comparable transactions.
- 03
Valuation Modeling & Methods
We apply industry-standard approaches, income, market, and asset-based methods, selected for relevance to your transaction type.
- 04
Report Preparation & Review
Our appraisers prepare a comprehensive, USPAP-compliant valuation report supported by detailed analysis and findings.
- 05
Delivery & Support
You receive the final report, and our team remains available to address lender, counsel, or transaction-partner questions.
STANDARDS-COMPLIANT VALUATIONS
Expert Credentials & USPAP Compliance
Every M&A valuation is prepared in accordance with USPAP by appraisers holding leading credentials in business valuation, so your report meets rigorous professional and financial-reporting standards.
ASA, Business Valuation Specialty
Accredited in Business Valuation (ABV)
Chartered Financial Analyst
USPAP Certification
FAQ
Frequently Asked Questions
What is an M&A business valuation, and why do I need one?
An M&A business valuation is a professional assessment of your company's fair market value for a merger, acquisition, or sale. It gives buyers, lenders, and stakeholders a defensible foundation for negotiation and due diligence.
How long does an M&A valuation take?
Timeline depends on your business's complexity and the availability of financial records. Most valuations are completed within 2 to 4 weeks from initial engagement.
What information will you need from me?
We typically request several years of financial statements, current balance sheet and P&L, revenue detail by customer or product line, and information on significant contracts, leases, or liabilities.
What valuation methods do you use?
We apply the income approach, market approach, and asset-based approach as appropriate for your business and transaction type.
Can you help with minority or fractional ownership valuations?
Yes. We value minority interests, non-controlling stakes, and LP or LLC fractional interests commonly encountered in M&A and investment scenarios.
Do you prepare 409A valuations as well?
Yes. We prepare independent 409A valuations for private companies issuing equity to employees, following IRS requirements for stock option plans.
Ready to value your business?
Our USPAP-compliant appraisers prepare defensible valuations for M&A, financial reporting, and tax purposes. Start your engagement today.