- Fair market value determination for transactions
- Buy/sell agreement valuation
- Minority interest and controlling interest analysis
- Valuation report suitable for use by legal counsel and lenders
Business Valuations
A business valuation isn’t just for owners who are planning to sell. WhippleWood provides qualified appraisals for transactions, tax filings, disputes, financing, and succession planning, any situation where your business value needs to hold up.
What’s at Stake Without the Right Valuation
Knowing what your business is worth matters in more situations than most owners expect, and getting that number right is harder than it looks
No Formal Number
Most owners have a number in mind, but courts, lenders, and the IRS won’t accept it. Without a qualified appraisal, you’re negotiating, filing, or defending a position with nothing behind it.
High-Stakes Situations
Divorce, disputes, and estate filings each have specific valuation requirements. Showing up without the right report means delays, penalties, or a result that doesn’t reflect what the business is actually worth.
Financing & Investment
Lenders and investors won’t move forward on a gut feeling. Without defensible evidence of value, funding conversations stall before they start.
One-Size-Fits-All Reports
A generic valuation meets the minimum requirement but doesn’t tell you anything useful. If the report can’t explain what’s driving the number, it’s not helping you make decisions.
How WhippleWood Makes the Difference
A valuation is only as useful as the analysis behind it. WhippleWood goes beyond the formula to deliver a report that’s insightful, defensible, and specific to your business.
Qualified Appraisals
We produce formal qualified appraisals recognized by the IRS and courts, not informal estimates. When the result of a filing, dispute, or transaction depends on your valuation, the report needs to hold up.
Certified Expertise
Our team holds the CVA credential through NACVA and is a member of the AICPA Forensic and Valuation Services Section, technical credentials that reflect depth of practice, not just familiarity with the field.
Tailored, Not Templated
A generic report checks the box. Ours shows you what’s actually driving your value and what you can improve. We assess earnings quality, growth trajectory, customer concentration, and transferability rather than applying a formula.
Personal Service
You work directly with the advisor doing the analysis, not a team you’ve never met. WhippleWood keeps things personal without cutting corners on the work.
Awards & Recognition
Comprehensive Business Valuation Services
From Engagement to a Report That Holds Up
Our valuation process is thorough and documented, built to produce a number that is defensible wherever it needs to go, whether that’s the IRS, a courtroom, or a negotiating table.
Information & Context
We gather financial statements, tax returns, organizational documents, and any relevant agreements. We discuss the purpose of the valuation, your industry, and the specific factors, including earnings trends, customer risk, and key personnel, that shape what your business is worth.
Analysis & Appraisal
We apply the appropriate valuation approaches, income, market, and/or asset-based, based on your business type and the purpose of the engagement. We assess value drivers, evaluate financial trends, and apply any applicable discounts or premiums to arrive at a defensible conclusion.
Report & Debrief
We deliver a formal qualified appraisal report and walk you through the findings. We explain what’s driving the number, answer your questions, and where the valuation connects to an exit plan, estate filing, or legal matter, discuss what comes next.
Common Questions About Our Business Valuation Services
We use recognized valuation approaches: income, market, and asset-based, selecting the method or combination that fits your business type and the purpose of the engagement.
Our team holds the CVA credential through NACVA and is a member of the AICPA Forensic and Valuation Services Section. Our reports are documented to stand up to IRS review, legal challenge, and buyer scrutiny.
Many of our clients aren’t planning to sell at all. A formal qualified appraisal is required for gift and estate tax filings, divorce proceedings, shareholder buyouts, and lender underwriting, regardless of whether a sale is involved. If any of those situations apply, an informal estimate won’t satisfy the requirement.
A broker’s opinion of value is typically an informal estimate based on comparable sales, useful for listing a business, but not sufficient for IRS filings, legal proceedings, or lender requirements.
A qualified appraisal follows IRS-recognized methodology, is prepared by a credentialed appraiser, and meets the documentation standards required in formal proceedings.
Yes. We provide independent valuations and litigation support for shareholder disputes, partner buyouts, and divorce proceedings. Our reports are prepared to court-admissible standards, and our team is available to serve as expert witnesses when required.
Most engagements are completed within a few weeks of receiving complete financial information. The timeline depends on the complexity of the business and the purpose of the valuation.
It’s never too early, and earlier is usually better. A valuation now tells you what’s driving your value and what can be improved before you go to market.
Many of the factors that affect your final number, earnings consistency, customer concentration, leadership depth, take time to address, and knowing them in advance gives you the runway to act on them.
Know What Your Business Is Worth.
Whether you need a valuation for a legal matter, a tax filing, a transition, or just to know where you stand — WhippleWood delivers a qualified appraisal built around your business.
Questions? info@whipplewood.com | 303-989-7600
