Advisory Services
Business Valuation Services
Defensible, certified valuations for sales, exits, partnerships and disputes.
Is this you?
You're heading into a sale, merger or partnership negotiation with a number you pulled from a rule of thumb, not a report.
You need a valuation the IRS, a court or a lender will actually accept, not just a spreadsheet.
A partner is buying out or a partner is buying in, and nobody has a defensible number for what the stake is worth.
If any of those sound familiar, or call +1 (305) 819-3675.
A guessed number costs you the negotiation
Walk into a sale, merger or partnership negotiation with a guess or a simple multiple instead of a real valuation, and you have no ground to stand on when the other side pushes back.
3 to 5 weeks
Typical timeline to finalize a fully substantiated valuation report
Why owners choose us for this
Built to hold up with the IRS or in court.
Every valuation follows the profession's official valuation standards (AICPA and USPAP), with the full method, the comparable companies used and every calculation shown, so it holds up in an IRS exam, a partnership dispute or a divorce proceeding.
Three ways to value it, not one.
Discounted cash flow, comparable company analysis and asset-based approaches are applied together for a defensible range, not a single number pulled from one method.
A fixed fee quoted before we start, and it holds.
The quote is based on company size, complexity and intended use of the report, no hourly billing, and it holds through delivery.
5.0 · 555 Google reviews of SMAART Company
What you actually get
A multi-methodology valuation report, fortified with market data and built to hold up under scrutiny.
Ready when you are
How it works
- 1
Discovery
We gather three to five years of historical financials, tax returns and operational data.
- 2
Modeling
Our analysts build customized financial models, stress-testing projections and applying appropriate risk-discount rates.
- 3
Delivery
We present a comprehensive, multi-methodology valuation report supported by market data.
Included Services & Outcomes
Keep exploring
Related advisory services
Resources
Business Valuations insights
Questions
Business Valuations FAQ
How long does a formal valuation take?
Depending on the complexity of the entity, a fully substantiated valuation report typically takes 3 to 5 weeks to finalize.
Do I need a valuation if I'm not selling?
Yes. Valuations are critical for buy-sell agreements between partners, securing expansion capital, estate planning and issuing equity to key employees.
Are your valuations accepted by the IRS and courts?
Yes. Our valuations follow AICPA and USPAP standards and are defensible in IRS examinations, partnership disputes, divorce proceedings and civil litigation, with full methodology, comparables and supporting calculations.
How is the valuation fee structured?
Fixed engagement fees based on company size, complexity and intended use of the report, no hourly billing. You receive a quote before we start, and the quote holds through delivery.
How do you protect confidential financial data?
All financial documents transit through our encrypted portal, never email. Engagement teams sign individual NDAs, and file access is restricted to assigned analysts.
Put SMAART Advisors on your business valuations
Book a free consultation. We'll review your situation, quote a fixed fee, and show you exactly what we'd do differently.