Business Valuation Services

At Smart Solutions CPA, we provide comprehensive Business Valuation services tailored for small to mid-sized businesses with revenues ranging from $1 million to $20 million. Whether you are planning a sale, seeking investment, navigating succession planning, or facing tax and litigation matters, our valuation services give you accurate, defensible, and actionable insights based on industry best practices.

Why Business Valuation Matters

Understanding the true value of your business is critical for making informed strategic decisions. A professionally conducted business valuation can help you:

• Determine fair market value for mergers, acquisitions, or sale of your business.
• Facilitate succession planning and family business transitions.
• Support financing and capital-raising efforts.
• Provide defensible valuations for tax reporting, estate planning, and gifting purposes.
• Resolve shareholder disputes or litigation involving financial interests.

Our Approach

At Smart Solutions CPA, we follow the AICPA Business Valuation Standards (BV Standards), ensuring our valuations are compliant, reliable, and credible. Our process is tailored to each client and includes:

1. Understanding Your Business and Industry
   • We begin by gaining a deep understanding of your company, including your business model, growth potential, financial performance, and market positioning.
   • We analyze the industry landscape, competition, and market trends to provide context for your valuation.
2. Financial Analysis
   • Review of historical financial statements, cash flow, and profitability.
   • Normalization of financials to account for owner compensation, discretionary expenses, and one-time events.
3. Valuation Methodology
   • We apply the most appropriate valuation approaches, including:
     • Income Approach – estimating value based on expected future cash flows.
     • Market Approach – comparing your business to similar companies and transactions.
     • Asset-Based Approach – analyzing tangible and intangible assets when applicable.
   • Our team selects the method or combination of methods that most accurately reflects the value of your business.
4. Comprehensive Reporting
   • Deliver clear, well-documented valuation reports suitable for board meetings, potential investors, lenders, or legal purposes.
   • Reports include detailed explanations of assumptions, calculations, and conclusions to ensure transparency and credibility.

Industries We Serve

We have experience across a variety of industries, including but not limited to:

• Professional Services
• Manufacturing and Distribution
• Technology and Software
• Retail and E-commerce
• Healthcare and Medical Practices
• Hospitality and Restaurants

Why Choose Smart Solutions CPA

• Expertise in Small to Mid-Sized Businesses: We understand the unique challenges and opportunities of businesses with $1M–$20M in revenue.
• AICPA-Compliant Valuations: All our valuations follow recognized AICPA standards, providing credibility and defensibility.
• Actionable Insights: Beyond the numbers, we provide guidance on maximizing business value and supporting your strategic goals.
• Personalized Service: We work closely with owners, investors, and stakeholders to ensure a clear understanding of the valuation process and results.

Get Started

Whether you are planning a business exit, raising capital, or need a valuation for legal or tax purposes, Smart Solutions CPA provides trusted, professional, and actionable business valuation services.

Contact us today to discuss your valuation needs and receive a tailored approach for your business.