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08/18/2026
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08/18/2026Business Valuation
Understand What Your Business Is Really Worth
A business valuation can be important when ownership changes, disputes arise, estate planning decisions are made, or a transaction is being considered. Doral Tax & Accounting provides valuation services designed to help business owners, families, attorneys, and other stakeholders understand the financial value of a business interest.
Our approach considers financial performance, cash flow, assets, market conditions, ownership characteristics, and the purpose of the valuation to develop a more complete picture of business value.
Clear analysis. Supportable conclusions. Better-informed decisions.
Know the Value Before Making the Decision.
Fair Market Value
Determine an indication of value based on the price at which a business interest would change hands between informed and willing parties under appropriate assumptions and valuation standards.
Estate Valuations
Provide valuation analysis for estate and wealth transfer planning, estate tax reporting, gifting strategies, and other situations involving ownership interests transferred between generations.
Divorce Valuations
Evaluate business interests in divorce matters where ownership value, income, assets, compensation, and financial performance may be important to the overall financial analysis.
Buy-Sell Agreements
Support owners evaluating business interests for buy-sell arrangements, ownership transfers, retirement, death, disability, or other triggering events specified in ownership agreements.
ESOP Valuations
Provide valuation support for companies considering or maintaining Employee Stock Ownership Plan structures and other ownership arrangements involving employee-held interests.
Litigation Support
Provide valuation analysis that may support shareholder disputes, partnership matters, damages cases, divorce proceedings, and other litigation involving business value.
Minority Discounts
Evaluate whether factors such as lack of control or lack of marketability may affect the value of a partial or minority business ownership interest.
Purchase Allocations
Assist with valuation and allocation considerations following certain business acquisitions, including the identification and valuation of acquired assets and intangible interests where applicable.
Valuation Is More Than Applying a Multiple
Two businesses with similar revenue can have very different values. Profitability, growth, risk, customer concentration, management depth, industry conditions, assets, debt, and ownership rights can all influence valuation.
A valuation may consider multiple approaches depending on the company and purpose of the engagement, including:
- Income-based approaches
- Market-based approaches
- Asset-based approaches
- Historical and projected cash flow
- Comparable transactions
- Industry and market conditions
- Ownership characteristics
- Discounts and premiums where appropriate
The objective is to develop a conclusion supported by the financial facts and the purpose of the valuation.
When Should You Consider a Business Valuation?
A valuation can be useful whenever an important financial, ownership, tax, or legal decision depends on understanding business value.
Selling a business
Buying a business interest
Planning an ownership transfer
Preparing a buy-sell agreement
Estate or gift planning
Divorce proceedings
Shareholder disputes
Partnership disputes
ESOP planning
Litigation support
Minority ownership analysis
Purchase accounting and allocations
Business Valuation With an Accounting & Tax Perspective
Business value is closely connected to accounting quality, tax structure, cash flow, financial reporting, ownership agreements, and future business plans.
Doral Tax & Accounting approaches valuation from this broader perspective, helping clients understand not only the conclusion of value but also the financial factors that influence that conclusion.
When appropriate, we can also work alongside attorneys, estate planning professionals, financial advisors, transaction teams, and other professionals involved in the valuation matter.
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Frequently Asked Questions
What is a business valuation?
A business valuation is a financial analysis used to estimate the value of a company or ownership interest based on factors such as earnings, cash flow, assets, market conditions, risk, and the purpose of the valuation.
What is fair market value?
Fair market value generally refers to the price at which property or a business interest would change hands between informed and willing parties under appropriate assumptions and without compulsion to buy or sell.
When do I need a business valuation?
A valuation may be needed for a business sale, ownership transfer, estate or gift planning, divorce, litigation, shareholder disputes, ESOP matters, buy-sell agreements, or other significant financial decisions.
Can you perform valuations for estate planning?
Yes. Business valuations can support estate planning, gift planning, estate tax reporting, and other wealth transfer matters involving privately held business interests.
Can you value a business during a divorce?
Yes. Divorce valuations can help analyze a privately held business interest when ownership value is relevant to the financial matters involved in the proceeding.
What are minority discounts?
In certain valuations, a partial ownership interest may be affected by factors such as lack of control or lack of marketability. Whether discounts apply depends on the facts, valuation purpose, ownership rights, and applicable standards.
Can a valuation be used in litigation?
Yes. Business valuation analysis can support disputes involving shareholders, partners, divorce, damages, ownership interests, and other litigation matters.
What is an ESOP valuation?
An ESOP valuation analyzes company value in connection with an Employee Stock Ownership Plan. ESOP-related valuations can involve specialized requirements depending on the transaction and plan structure.
What information is needed to value a business?
Information may include financial statements, tax returns, general ledgers, forecasts, ownership documents, debt information, customer concentration, business plans, industry data, and other financial or operational records relevant to the company.
