Business Valuation Services
IRS-compliant, audit-ready business valuations prepared by credentialed CPAs - not software, not a form, not an algorithm. Trusted by founders, investors, attorneys, and boards across the United States.
100+
Reports Delivered
15+
Industries Served
IRS & GAAP
Compliant
CVA & AICPA
Qualified Experts
What It Is
Your Business Is Worth Something. The Question Is Whether You Can Prove It?
A business valuation is the formal, evidence-based process of determining the economic value of a company, a business unit, or a specific ownership interest. It considers financial performance, assets and liabilities, market position, industry benchmarks, and future growth potential - and produces a defensible, documented conclusion of exactly what your business is worth on a given date.
A properly executed valuation is not a compliance checkbox. It is a strategic asset - one that protects your position in negotiations, satisfies investor and auditor requirements, supports tax planning, and drives confident decisions at every stage of your business lifecycle.
At Virtue CPAs, every valuation is prepared by a credentialed CPA. Not a form. Not an algorithm. A qualified professional who is ethically bound to deliver an objective, independent opinion - and who integrates that conclusion directly into your broader tax and advisory strategy.
Our Services
Business Valuation Services We Offer
Whether you are issuing stock options, planning an exit, navigating a dispute, or filing with the IRS - Virtue CPAs has the right valuation for your situation.
Get a Valuation That Works for Your Taxes, Not Against Them.
When Does Your Business Need a Valuation?
A formal valuation is triggered by specific events, regulatory requirements, or strategic decisions. Each situation below requires an independent, credentialed report.
- Raising Capital
Justify share prices and equity offered to investors with a defensible, independent conclusion.
- Stock Option Issuance - 409A
IRS compliance is mandatory. Non-compliance triggers a 20% penalty tax on employees.
- Mergers and Acquisitions
Deal pricing, swap ratios, and post-close purchase price allocation under ASC 805.
- Selling Your Business
Establish a defensible floor price before entering any negotiation.
- Gift and Estate Tax Planning
IRS compliant appraisals required for Form 709 and Form 706 filings.
- Divorce or Shareholder Disputes
Court-admissible, independent valuation of contested business assets.
- ESOP Setup or Annual Update
ERISA mandates an independent annual appraisal - not internal estimates.
- Financial Reporting - GAAP
ASC 805, ASC 350, ASC 820, and ASC 718 all require formal valuation support.
- Bank Financing or SBA Loans
Independent fair market value assessment for credit underwriting.
- Succession and Exit Planning
Protect all parties and maximize value during ownership transitions.
- C to S Corporation Conversion
IRS requires FMV documentation of built-in gains at the conversion date.
- Litigation and Arbitration
Defensible expert testimony and damages quantification for legal proceedings.
Who Needs a Business Valuation?
A CPA Gives You More Than a Number
Most valuation firms stop at the report. We connect every conclusion directly to your taxes, estate, financial reporting, and your next move.
Ethical objectivity
CPAs are bound by the AICPA Code of Ethics. Every conclusion is fully impartial and defensible - legally and professionally.
IRS and GAAP expertise
Deep knowledge of tax regulations means your report is structured correctly for the exact regulatory purpose it serves.
Integrated tax strategy
Valuation outcomes directly inform your tax planning - from estate tax minimization to cost segregation integration.
Audit-ready documentation
Prepared to satisfy Big 4 auditors, the IRS, investors, and courts - not just the immediate purpose of the engagement.
One team, four pillars
Tax. Accounting. Advisory. Valuation. All four under one roof - every engagement benefits from the full picture.
Business Valuation Methods We Use
Method selection depends on your business's stage, industry, and the purpose of the valuation. Our credentialed CPAs apply the right approach - and document exactly why in every report.
- Option Pricing Models
Complex capital structures, ESOPs, convertible notes, and 409A backsolve.
- Relief-from-Royalty Method
Brands, patents, and licensed technology valuation.
- Multi-Period Excess Earnings Method
Customer relationships and developed technology under ASC 805.
Advantages of a Professional
Business Valuation
IRS and Audit Defence
A CPA-certified report shifts the burden of proof. Our documentation is structured to withstand IRS scrutiny and Big 4 audit review.
Stronger Negotiating Position
Sellers with independent valuations enter every deal from a position of strength. Your floor starts with your appraisal.
Faster Due Diligence
Investors move faster when a credentialed report is already on the table. No valuation means deal delay - often weeks.
Tax Efficiency - Built In
DLOC and DLOM discounts can legally reduce the taxable value of a gift transfer by 20-40%. Only a CPA firm can apply this strategically.
Court-Admissible Protection
Valuations professionally prepared and signed by CPAs protect your position in disputes, divorce proceedings, and litigation.
Unlock Hidden Capital
Intangible assets - brand equity, IP, customer relationships - can be formally documented as collateral for bank financing.
Investor Confidence
A defensible independent report answers investor questions before they are asked, accelerating capital raises.
Strategic Clarity
Regular valuations reveal your true enterprise value, track growth against benchmarks, and guide exit timing.
Integrated Tax Savings
Valuation conclusions feed directly into your tax strategy - not as a separate exercise but as part of the same plan.
How Our Business Valuation Process Works
Structured, transparent, and efficient - our process is designed to deliver an audit-ready conclusion without unnecessary back-and-forth.
01
Free Consultation
We discuss your business, valuation purpose, timeline, and objectives. You receive a clear scope and fee confirmation - no commitment required.
02
Document Collection
We provide a tailored checklist. Typically: three years of financial statements, interim financials, cap table, projections, and relevant legal agreements.
03
Research and Market Analysis
Our team analyzes industry benchmarks, transaction multiples, comparable company data, and your competitive position in the market.
04
Financial Modelling and Methodology Application
We apply the appropriate IRS-approved methodology, build the financial model, and document all adjustments and rationale.
05
Draft Report Delivery
You receive a complete draft - methodology, analysis, assumptions, and conclusion - for your review before the report is finalized.
06
Final Report and Ongoing Support
Signed, certified report delivered by your CPA. Post-valuation support for investor due diligence, audits, and IRS inquiries is included.
What Your Valuation Report Includes
Every Virtue CPAs valuation report is a comprehensive document prepared for external scrutiny - not an internal summary, not a template.
A Report Is Where Other Firms Finish.
It's Where We Start.
Across all four pillars - Tax, Accounting, Advisory, and Valuation - every conclusion feeds directly into the strategy we build around it.
Estate & Gift Tax Planning
Apply discounts immediately to minimize estate tax exposure.
Cost segregation integration
Real estate valuations alongside cost seg studies - one engagement.
SALT & State Tax Strategy
Inform multi-jurisdictional tax positions for multi-state operations.
CFO & Controller Advisory
Insights feed into reporting, cash flow, and forecasting.
Succession & Exit Planning
Structure transitions to minimize liability, maximize what you take out.
Ready to Know What Your Business
Is Actually Worth?
Built to Meet IRS and Audit Standards
USPAP
Uniform Standards of Professional Appraisal Practice - the foundational US appraisal standard.
SSVS No. 1 - AICPA
Governs business valuations prepared by CPA professionals.
NACVA Professional Standards
Applies to all CVA-credentialed analyst engagements.
IRC Section 409A
Safe Harbor stock option pricing - non-compliance triggers a 20% IRS penalty tax.
IRS Revenue Ruling 59-60
Foundational IRS framework for closely held business valuation.
ASC 805
Purchase price allocation in business combinations.
ASC 350 / ASC 820 / ASC 718
Goodwill impairment, fair value measurement, and stock compensation.
ERISA
Independence and adequacy requirements for ESOP valuations.
IRS Forms 706 and 709
Estate and gift tax compliance for wealth transfer valuations.
GAAP
Generally Accepted Accounting Principles for all financial reporting engagements.
Sector Expertise
Industries We Serve
Generic financial models miss the sector-specific risk factors, transaction multiples, and valuation conventions that make a report defensible. Our team brings deep industry knowledge to every engagement.
Why Choose Virtue CPAs for
Your Business Valuation?
| Virtue CPAs | Standalone Valuation Firms | Online Platforms | |
|---|---|---|---|
| CPA Designation & Ethical Standards | Varies | ||
| IRS & GAAP Compliant Reports | Partial | ||
| Integrated Tax & Valuation Strategy | |||
| Court & Audit Admissible | |||
| Industry-Specific Methodology | Partial | ||
| Post-Valuation Advisory Support | Rarely | ||
| Real Estate & Cost Segregation Integration | |||
| B2B Partner Network - 50+ Firms | |||
| Transparent Flat-Fee Pricing |
Your Clients Need Valuations.
We Take It from Here.
For accounting firms, financial advisors, and professional service providers who need valuation capability without building it in-house. Currently serving 50+ partner firms across the US.
Trusted by the People Who Cannot Afford to Get It Wrong.
- Founders and Startup Teams - 409A valuations, investor-ready startup valuations, cap table management, and fundraising support.
- CFOs and Finance Teams - Financial reporting valuations - ASC 805, ASC 350, ASC 820 - and M&A support from a CPA team.
- Business Owners Planning an Exit - General business valuations, succession planning, buy-sell agreements, and integrated exit tax strategy.
- Corporate and M&A Attorneys - Litigation support valuations, expert witness testimony, divorce, and shareholder dispute appraisals.
- Estate and Tax Planners - Gift and estate tax valuations with DLOC and DLOM discounts, integrated into wealth transfer strategy.
- Private Equity and Investors - Portfolio valuations, ASC 820 LP reporting, and pre-investment due diligence support.
- CPA and Advisory Partner Firms - White-label valuation delivery across all service types through the Virtue CPAs B2B Partner Program.
Clients Who Trust Us
Trusted by 1,100+ clients across industries - from early-stage startups to established enterprises, real estate groups, and hospitality operators.
What Business Owners Say About Virtue CPAs Valuations
Best Business Valuation Services
Across the United States
Virtue CPAs provides certified business valuation services nationwide, with headquarters in Alpharetta and active engagements across 20 U.S. cities, including Atlanta, New York, Houston, Dallas, and San Francisco.
Schedule Your Business Valuation Consultation Today
IRS-compliant, audit-ready valuation reports from credentialed CPAs - serving businesses across the United States.
100k+
Hours of Tax, Accounting, Valuation & Advisory Services Delivered
1100+
Clients - Supported Across Diverse Industries and Projects
