Business Valuation

Establishing an accurate assessment of the value of any business requires in-depth, specialized knowledge.

With a professional valuation from H2R CPA, you will receive a credible determination of value that is accurate, fair and objective.

H2R CPA’s Business Valuation experts can help you find the best answer to complex valuation questions, such as:

  • What is my business worth?
  • What is the value of my estate?
  • How much is my company's stock worth?

Provided by an accredited valuation professional, you will have peace of mind knowing that your valuation is fair and will hold up under third-party scrutiny such as litigation or an audit.

Services for Business Owners and Their Families, Accountants, Attorneys and Wealth Advisors

H2R CPA's Business Valuation experts provide advice and experience in a variety of business, estate and tax situations, as described below.

Services for Lower Middle-Market Businesses and Their Owners

  • Purchase price allocations, mergers & acquisitions, buy/sell agreements
  • Employee Stock Ownership Plans (ESOPs)
  • Equity-based compensation
  • Shareholder disputes
  • Intellectual property and intangible assets
  • Reorganization, restructuring and bankruptcy
  • Recapitalization
  • Asset allocation (FAS 141)
  • Goodwill impairment testing (FAS 142)

Services for Estates

  • Determination of business values used in conjunction with federal estate and gift taxes (Forms 706 and 709)
  • Determination of business values for state inheritance tax purposes

Tax Strategy and Planning Services

  • 409A Nonqualified Deferred Compensation Plans
  • Section 83(b) Election for Stock Purchases
  • Charitable contribution of business interests
  • Federal income gift and estate tax valuations
  • Transfer pricing for state and Federal tax purposes
  • Valuation of shares and options for stock compensation plans

Business Valuation Expertise

H2R CPA's Business Valuation team delivers significant return on investment through:

A Supportable Determination of Value
H2R CPA’s Business Valuation team has proven experience and competence in the complexities of business valuation and skill in selecting the most appropriate methodology.

Objectivity, Integrity and Confidentiality
Many problems in Business Valuation arise from questions of independence and credibility. H2R valuation experts seek to support any professional opinion rendered through data-driven analysis.

Professional Qualifications

H2R CPA’s Business Valuation team, including Steven M. Dotterer and Alex M. Kindler, is able to deliver accurate, fair and objective results while providing excellent customer service and personal attention. Our team's qualifications include:

Designated as Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants

Designated as a Certified Valuation Analyst (CVA) and Master Analyst in Financial Forensics (MAFF) by the National Association of Certified Valuators and Analysts

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Business Valuation Experience

H2R CPA has valued more than 1,000 businesses in a wide range of industries including manufacturing, wholesale and retail trade, sports teams, technology, construction, biomedical sciences and professional practices.

Our experts have served on national valuation advisory committees and been admitted in court and master’s hearings as expert witnesses in business valuation, disposable income, fairness opinions and economic damage cases in both federal and state courts.

Meet Our Business Valuation Leadership Team

Steven M. Dotterer

JD, MBA, CVA, MAFF | Director, Business Valuation & Litigation Support

Alex M. Kindler

CPA/ABV/CFF/PFS, CVA, MBA | Partner Emeritus