Certified Business Valuation

Serving Odessa, Midland, and the Greater Permian Basin

What is a Certified Business Valuation?

Certified business valuations are commonly referred to as business appraisals that are performed by certified valuators who adhere to published valuation standards set forth by well-known, accredited organizations. A business valuation report issued by a firm with certified valuators holds credibility. Our valuation experts are certified by the National Association of Certified Valuators and Analysts (NACVA) – the most recognized and esteemed organization in the valuation industry. 

When Do You Need a Certified Business Valuation?

Whether you are a business owner contemplating the sale of your business, raising bank capital or investor equity, pursuing a legal claim, preparing your succession or planning any array of accounting and IRS-related reporting events – you will want to obtain a valuation report that is credible and protects you against others from discrediting the valuation.

If you are facing any of these life events or at risk of possible IRS-related penalties or losing more than $5,900 on your transaction, then we highly recommend the insight provided by a certified business valuation.

Your certified business valuation will:

Inform the list price and provide the fair market value of your business if you’re selling 
Deliver the credible and reliable value of your business if buying out a shareholder 
Provide the value of your shares, as reported to the IRS, if gifting to a family or friend
Add valuable credibility during negotiations or legal proceedings

In some instances, you may choose to provide the certified valuation report to your counterparty to further strengthen the reliability of the valuation and remove barriers. In other cases, you may be required to disclose the valuation report as required by the IRS when gifting shares or purchasing a business. 

"We have a passion for growing
and selling great companies."

Start the Process with a Free Consultation

Your engagement starts with a free consultation to discuss your valuation needs. You’ll engage directly with our team and will experience an organized and secure data collection process if you choose to move forward. 

Call us at 432-889-9083 or email us to schedule your free consultation.

Will My Information Be Secure?

Yes. As a new client, you will register to gain access to our secure portal. The portal will be used to collect information and provide your completed valuation report once it is ready. You will not send us sensitive documents and information over unsecure email. For returning clients, please log-in anytime to add or edit your information. You will be notified via email when your report is ready for download. 


Reach Out For a Complimentary, Confidential Consultation

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