Business Valuation
Reliable assessments for ownership transitions and other high-stakes decisions.
NC Business Advisory Services
A Clearer View of What Your Business Is Worth
Knowing the value of your business can shape important decisions. You may be preparing for an ownership transition, evaluating a new opportunity, or addressing a dispute.
The DMJPS business valuation team looks beyond the financial statements to understand the company as a whole. We consider its operations in the context of current economic conditions and relevant industry trends. The result is a thorough, well-supported assessment of value.
Where Valuation Can Help
Business valuations support a wide range of needs, including:
- Buy-sell agreements and succession planning
- Mergers, acquisitions, and business planning
- Divorce, disputes, and economic damages
- Gift, estate, and tax reporting
- Employee compensation and stock ownership matters
- Litigation and shareholder dispute
Valuation for Privately Held Companies
Valuing a privately held company requires careful consideration of three key factors: cash flow, growth, and risk. Unlike publicly traded companies, private businesses lack a ready secondary market and may be subject to agreements that restrict the transfer or sale of ownership interests. Their smaller size can introduce additional risk, making pricing and liquidity more complex.
Our team helps owners and advisors navigate these considerations by identifying key risks, applying appropriate valuation methodologies, and clarifying the factors that influence ownership value. The result is a thorough, well-supported valuation that reflects the company’s unique characteristics and circumstances.
The DMJPS Difference
A valuation can affect more than a single transaction or decision. It may also have implications for taxes, financial reporting, or the future ownership of the business.
Because DMJPS is a full-service CPA firm, our valuation professionals can draw on experience from across the firm when an engagement calls for it. This broader perspective helps us evaluate the financial impact of a valuation and guide clients through related considerations.
Experienced, Credentialed Professionals
Our professionals hold leading industry credentials, reflecting deep technical expertise and a commitment to reliable, well-supported analysis.
ABV
Accredited in Business Valuation
ASA
Accredited Senior Appraiser
CVA
Certified Valuation Analyst
CFF
Certified in Financial Forensics
Types of Valuation Engagements
Every valuation begins with its intended purpose, the structure of the business, and the context in which it will be used. We consider three core valuation approaches, supported by a detailed analysis of the company’s operations, industry conditions, cash flow, growth potential, and risk profile. This combination of financial analysis and real-world context produces a well-supported assessment of the factors that influence value.
Calculation Engagement
A streamlined calculation of value, often appropriate for business and succession planning, negotiations, and value management.
Valuation Engagement
A thorough and detailed analysis with an opinion of value, typically recommended for tax reporting and litigation settings.
Consulting & Advisory
Services mainly center around navigating situations adjacent to valuation services, such as M&A and succession planning, etc.
Preparing for a Transaction?
Business valuation often plays an important role in a sale, acquisition, or ownership transition. When your needs extend beyond determining value, our Transaction Advisory Services team can help you address the broader financial and strategic considerations involved in the transaction.
A Trusted Valuation Resource for Attorneys
Attorneys rely on business valuations when advising clients through shareholder disputes, estate and gift matters, ownership transitions, and other situations in which value is at issue. DMJPS works collaboratively with counsel to understand the purpose, scope, timing, and documentation requirements of each engagement.
Our team provides thorough, well-supported analyses and communicates its findings clearly, helping attorneys and their clients make informed decisions and move matters forward with confidence.
Our People
Partner With DMJPS
Whether you’re preparing for a sale, resolving a shareholder dispute, or planning for the future, a business valuation provides the insights you need. As part of a full-service CPA firm, we offer a strategic, big-picture perspective that considers both the financial and tax implications to help you make confident, informed decisions.
Industry Experience
From construction and manufacturing to healthcare and real estate, see how we help organizations across North Carolina and surrounding states.
Keep Exploring
See our full range of services and learn how DMJPS can support your business through changing needs and new opportunities.
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