Business Valuation & Filing Services
At Virtue CPAs, we deliver accurate, reliable business valuations and timely filings that meet strict compliance standards. Whether for mergers, estate planning, shareholder disputes, or IRS filings, our expert team provides thorough reports and ensures all filings are completed correctly, giving you confidence and clarity for better decisions.
25+
YEARS EXPERIENCE
500+
CLIENTS
Expert Business Valuation Services in the USA
Understanding what your business is truly worth is more than just a number. It is a strategic advantage. At Virtue CPAs, we help business owners, attorneys, and financial professionals across the United States unlock the real value of their companies through our comprehensive Business Valuation Services. Whether you're planning a sale, securing funding, settling disputes, or preparing for tax filings, our team provides detailed, defensible, and IRS-compliant valuation reports tailored to your needs. With insight backed by industry standards and financial precision, we empower you to make confident decisions at every stage of your business journey.
Business Valuation Services Tailored to Your Needs
409A Valuation
Service
Ensure fair market value for stock options with a defensible 409A valuation that meets IRS Safe Harbor standards.
Business Valuation Service
Delivering expert reports for M&A, financial reporting, litigation support, and exit planning aligned with industry benchmarks.
Startup Business Valuation Service
Get investor-ready valuations tailored to early-stage businesses, helping you navigate fundraising, equity distribution, and growth planning.
ESOP Valuation Service
Providing thorough and compliant valuations for ESOPs that guarantee fair value for both employees and company stakeholders.
Real Estate Property Valuation Service
Accurate property valuations to help you make informed real estate decisions, whether buying, selling, or investing.
Intangible Asset Valuation Service
From brand equity to intellectual property, we deliver in-depth valuations that reveal the hidden value of your intangible assets.
Gift & Estate Tax Valuation Service
We provide precise and well-documented valuations for gift and estate tax purposes, helping clients comply with IRS requirements and plan for efficient wealth transfer.
How Virtue CPAs Can Help You with Business Valuation
When it comes to understanding the true worth of your business, precision matters. At Virtue CPAs, we combine technical expertise, real-world insight, and industry benchmarks to deliver valuation reports that are both reliable and actionable. Our Business Valuation Services are built to support decision-making for a wide range of needs from transactions and tax planning to compliance and litigation.
Industries We Serve
M&A & Financial Sector
Real Estate & Property
Art, Collectibles & Digital Assets
Estate Planning & Legal Services
Intellectual Property & Tech
ESOPs & Equity Compensation
Startups & Private Ventures
Sector-specific & Strategic Consulting
What We Specialize In?
At Virtue CPAs, our valuation practice is built on delivering clear, objective, and defensible opinions tailored to your unique financial and legal needs. We provide expert valuations across a wide range of scenarios, including business valuation for transactions and strategic planning, as well as valuations required for financial reporting such as purchase price allocations, goodwill impairment, and intangible assets. Our team also specializes in gift, estate, and income tax valuations, employee stock ownership plans (ESOPs), and entities with complex real estate holdings or unique operational risks. Additionally, we support C to S corporation conversions and offer valuation expertise in commercial litigation involving economic damages, lost profits, bankruptcy, tax disputes, and more. When necessary, our professionals are prepared to deliver credible expert witness testimony to support your position with confidence and clarity.
Why Accurate Valuation Matters?
An accurate business valuation is more than a compliance requirement. It is a critical tool for decision-making, risk mitigation, and future planning. Whether you're raising capital, planning an exit, handling a dispute, or navigating tax complexities, a reliable valuation ensures you're equipped with the data and insights to act confidently. At Virtue CPAs, we approach every engagement with a deep understanding of your goals, industry benchmarks, and the evolving regulatory landscape to deliver valuation reports that truly guide your next move. Our process is built on transparency, accuracy, and attention to detail. We don’t just assess value we help you uncover opportunities and strengthen your financial position.
Our Valuation Service Process
Initial Consultation
We discuss your business goals, purpose of valuation, and key requirements to ensure clarity from the start.
Data Collection
We gather all necessary financial statements, operational data, and relevant documents to form a complete picture.
Industry and Financial Analysis
We evaluate market trends, industry benchmarks, and your company’s financial performance.
Selection of Valuation
Methodology
We determine the most appropriate approach based on your business type, industry, and valuation purpose.
Valuation Modeling and Report Preparation
We build accurate valuation models and prepare a detailed, easy-to-understand report.
Review and
Delivery
We present the valuation findings, address queries, and deliver the final report.
The People Powering Your Valuation
Kevin Patel, CPA
CEO & Founder
I'm passionate about creating meaningful connections and productive communities. With 15+ years of experience, I specialize in M&A, tax consulting, and business support. Let's grow together!
Rick Patel,
President
Rick Patel is an experienced accountant providing financial consulting to small and medium-sized businesses, specializing in financial planning, budgeting, cash flow management, and tax strategy optimization
Derek Grills, CPA
Tax Principal
Derek K. Grills, PhD, CPA, CGFM, has 30+ years of expertise in government and non-profit financial management, with leadership experience at the US Army and CDC.
Paul Vyas,
Business Consultant
With 11+ years of experience at global Fortune 500 companies, Paul advises clients across industries on accounting, tax compliance, and AI solutions. He enjoys family time and listening to podcasts.
Frequently Asked Questions (FAQs)
1What is a business valuation and why is it important?
A business valuation determines the economic value of a company or business unit. It is essential for financial reporting, mergers and acquisitions, tax planning, litigation, and strategic decision-making.
2How do I know if I need a business valuation?
You may need a business valuation if you're selling your business, issuing stock options (409A), planning an estate, converting from a C to S Corporation, or involved in a legal dispute or IRS audit.
3What methods do you use for business valuation?
At Virtue CPAs, we apply standard valuation approaches including the Income Approach, Market Approach, and Asset-Based Approach, depending on your business type and valuation purpose.
4How long does a business valuation take?
Typically, our valuation process takes 2–4 weeks depending on the complexity of the business, availability of financial data, and the purpose of the valuation.
5Are your business valuations IRS-compliant?
Yes, all of our valuations are prepared to meet IRS, GAAP, and other regulatory standards to ensure defensibility and compliance.
6What types of businesses do you provide valuation services for?
We serve startups, small businesses, and mid-sized to large enterprises across industries including financial services, healthcare, technology, manufacturing, hospitality, and private equity.
7Do you offer 409A valuations for startups?
Yes, we specialize in 409A valuations for early-stage and growth-stage startups, helping you stay compliant with IRS Safe Harbor rules and prepare for funding rounds.
8What documents are needed for a business valuation?
Typically, we require the last 3–5 years of financial statements, tax returns, organizational structure, ownership details, and industry-specific data to begin the valuation process.
9Do you provide ESOP valuation services?
Yes, we offer independent and compliant ESOP valuations to support employee stock ownership plans and ensure fair value for all stakeholders.
10Can Virtue CPAs provide expert witness testimony for valuation disputes?
Absolutely. Our valuation professionals are experienced in providing credible expert witness testimony in commercial litigation, economic damages cases, and tax-related disputes.
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