Business Valuation

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South Carolina Business Valuation

While owners and investors often request a business valuation at the time of a transition or transaction, understanding a company’s value can be useful in a variety of circumstances.

Level Financial Group’s team has obtained business valuation credentials that are recognized by the profession, the IRS, and the Courts. Our experienced team has performed valuations in a variety of industries for publicly traded and closely held companies. Our valuation engagements are compliant with professional and IRS standards and have addressed a variety of issues including estate and gift; income tax compliance; purchase price allocation for financial reporting; and other matters.

Helping you fully know and understand the value of a business

There are many reasons clients have reached out to Level Financial Group requesting a business valuation. A few of the most common reasons include:

Owners who may be selling a company and want to negotiate a fair price.
A potential new owner who may be buying a company and needs to understand its value.
Business owners who are going through divorce proceedings.
A company that wants to seek financing, plan for taxes, or enter bankruptcy proceedings.
A closely-held family business that’s ownership is being transferred among family members.
A commercial damages case that requires a business valuation.
One or more of the owners are selling/buying other owners or admitting new owners.
Assisting with Buy / Sell agreement and its valuation provisions.
Providing independent opinion of value of intangible assets in a purchase price allocation for the company’s auditor.

While these scenarios can be quite different, business valuations are developed using the Asset, Market, and Income Approaches. Depending on the purpose of the valuation, our involvement is either a Calculation Engagement or a Valuation Engagement. Our engagement can be based on either a fair market value or fair value standard of value. Our reports clearly identify the purpose, standard, methods considered and used in the valuation, and the opinion of value that is expressed.

Experienced business valuation accountants

Level Financial Group has performed hundreds of business valuations across a variety of industries. Our in-depth experience and specialized knowledge benefits our clients:

Our business valuation process assesses important economic and industry factors that can help you understand a company’s worth and plan for the future.
Our objective financial analysis can help business partners and family members make decisions and resolve disputes with transparency and fairness.
Our communication style – friendly, clear, and open – makes it easier for you to ask questions and understand the considerations and calculations we use to determine value.
Our purchase price allocation reports have been accepted by major accounting firms.

Your guide for decision-making and negotiating

Level Financial Group assembles and analyzes the information that can influence how owners or prospective buyers evaluate a company’s worth and approach a deal.

Our due diligence for clients includes a detailed account of funding, tax considerations, and financial reporting:

Our business valuation process assesses important economic and industry factors that can help you understand a company’s worth and plan for the future.
Our objective financial analysis can help business partners and family members make decisions and resolve disputes with transparency and fairness.
Our communication style – friendly, clear, and open – makes it easier for you to ask questions and understand the considerations and calculations we use to determine value.
Our purchase price allocation reports have been accepted by major accounting firms.

Our Business Valuation Services include -

Estate & Gift Tax Valuation

Determining the value of a family business can be an emotional experience as well as a business and legal necessity. By calculating value with strict adherence to professional standards. and helping clients create a succession plan. Level Financial Group helps clients avoid business disruption, maximize tax advantages, and reduce disputes.

Mergers & Acquisitions

Level Financial Group provides insights that can influence how owners or prospective buyers evaluate a company’s worth and approach a deal. Our due diligence includes analysis of funding, tax considerations, and financial reporting that helps our clients create a detailed roadmap for negotiating, whether buying, partnering, or selling.

Litigation: Stakeholder Disputes

We understand that stakeholder disputes can be intricate, emotionally charged, and detrimental to business operations. Our litigation services are tailored to your specific circumstances. Whether in mediation, arbitration, or trial, we work to provide your attorney the transparency needed to reach a fair and equitable agreement.

Intangible Assets

We offer valuation of intangible assets – recognizing that these non-physical assets play a critical role in a company’s overall worth. We understand that accurately valuing intangible assets such as intellectual property, customer relationships, and proprietary technologies is crucial for informed decision-making and strategic planning.

Business Valuation

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We’ll work closely with you to understand your needs. Find out more about how we can help you by contacting us today.

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Services

Business Valuation

South Carolina Business Valuation

While owners and investors often request a business valuation at the time of a transition or transaction, understanding a company’s value can be useful in a variety of circumstances.

Helping you fully know and understand the value of a business

Experienced business valuation accountants

Your guide for decision-making and negotiating

Our Business Valuation Services include -

Estate & Gift Tax Valuation

Mergers & Acquisitions

Litigation: Stakeholder Disputes

Intangible Assets

Business Valuation

Contact

Request a Consultation

Columbia Office

Summerville Office

Charleston Office