Valuation Services

Today’s global environment has elevated the importance of valuations that support financial reporting, tax planning, litigation, and mergers and acquisitions. At Withum, our Valuation and Corporate Value Consulting (CVC) team has the experience and trusted name you can rely on to help you meet your valuation needs in a timely and effective manner.

Your valuations adviser should be attuned to the appropriate regulations, be able to apply this knowledge across multiple industries, and have a strong reputation for independence and integrity. Withum’s valuation professionals hold advanced degrees in accounting, business, tax, and finance. Our certifications include Certified Valuation Analysts (CVA), Accredited Business Valuators (ABV), Certified in Financial Forensics (CFF), Chartered Financial Analysts (CFA), MAI, AI-GRS, Certified General Appraiser, Certified Mineral Appraiser and Certified Public Accountants (CPA). Our team has a diversified breadth of knowledge in various industries and purposes. Our experience spans from assisting local small businesses to international public companies. Withum’s network can provide the in-depth knowledge that your business requires. Our professionals possess familiarity of regional market conditions and will who can consider local issues such as taxes and market regulations.

We recognize that a valuation is not a simple numbers exercise. Instead, we combine our technical skills and practical experience to provide objective advice that aligns with your business goals. We work to understand your business dynamics, as well as sector and value drivers to provide service that goes beyond borders. Withum’s Valuation Services Team can help you address your valuation requirements with greater efficiency and confidence.

Withum has extensive experience working with the Securities and Exchange Commission (SEC), Financial Accounting Standards Board (FASB), Internal Revenue Service (IRS), principal court jurisdictions, and comparable regulatory bodies in other countries. Our broad experience can help you better understand how these regulatory authorities could potentially view your positions on valuation issues. Since the introduction of FASB ASC Topic 805, Business Combinations and FASB ASC Topic 350, Intangibles – Goodwill and Other, a significant focus of valuation work has been on the application and implementation of these acquisition accounting and goodwill impairment requirements. Based on our in-depth knowledge of fair value measurement concepts, we understand how these requirements for financial reporting purposes may differ and the best practices to support a defensible fair value estimate subject to audit review.

Our professionals are well-versed in the valuation of estate and gifts for tax purposes and work closely with the firm’s estate and trust tax experts. Estate valuation is necessary when determining the amount of federal estate taxes an entity owes, the business interest of the beneficiaries, and the fair market value as a whole. Gift tax must also be a consideration in the valuation to deem proper liability and avoid underpayment to the IRS.

Withum’s team also provides business valuation reports in conjunction with the Small Business Administration’s (SBA) 7(a) loan program. Based on our deep understanding of fair value measurement concepts, we understand how these requirements for the SBA’s Standard Operating Procedures may differ from valuations for other purposes.

Withum offers Financial Reporting Valuation and Tax Planning and Compliance as detailed below.