A detailed valuation report must meet two tests: it must reach a supportable conclusion and it must clearly and convincingly establish how the conclusion was reached. There are two different types of Business Valuations and CDS performs both.

  • Calculation Engagement (Calculated Value) – Independence is not required
  • Valuation Engagement (Opinion of Value) – Independence is required
Business valuations are most commonly required for?
  • Buy/Sell agreements
  • Business owner succession planning
  • Business planning
  • Mergers and acquisitions
  • Reverse stock splits
  • Leveraged buyouts
  • Conversion from a C corporation to S corporate status
  • Raising capital
  • Viability, capital adequacy, expansions, liquidations and bankruptcy
  • Gift and estate taxes
  • Charitable contributions
  • Employee stock ownership plans (ESOPs)
  • Stock options and other incentives
  • Restricted securities
  • Preferred stock recapitalizations
  • Specialized tax matters

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