Business Valuations Experts | O'Keeffe & O'Malley | Mergers & Acquisitions

Business Valuations

Whether selling a business, buying a business, or just determining a company’s worth, an objective, professionally prepared business valuation is essential.

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Business Valuations

Whether selling a business, buying a business, or just determining a company’s worth, an objective, professionally prepared business valuation is essential.

Get Started

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At O’Keeffe & O’Malley, you’ll discover we’re not only experienced and credentialed in business valuations, we’re involved in the market of selling business and know what they’re selling for in every industry. That’s the benefit of hiring a business appraiser that also sells businesses.

We use a comprehensive approach to valuing businesses and business interests. We perform an in-depth analysis of each business and apply recognized valuation techniques and relevant market data to prepare an accurate and defensible business valuation report. Our market experience combined with our deep understanding of valuation theory and recognized valuation methods provide an accurate and supportable valuation whether you need an informal calculation or a comprehensive appraisal report.

We provide a full range of business valuation services, including:

Estate/gift tax business valuation needs:
  • Estate tax returns
  • Gifting of closely held stock and partnership/LLC interests
  • Family limited partnership and limited liability company valuations
  • Creation of non-voting stock in S-corporations for gifting purposes
  • Stock options held by estates
  • Blockage issues related to publicly traded shares held by estates or for gift or estate planning
  • Preferred stock recapitalizations
  • Restricted public stock held by estates
Other tax related business valuation needs:
  • Charitable contributions of closely held stock
  • Compensation in the form of stock or options
  • Conversion of C-corporation to subchapter-S corporation status
Disputes and litigation-related business valuation needs:
  • Divorce
  • Court appointed valuations in disputes
  • Minority shareholder disputes
  • Economic damage determinations
  • Review of business valuation reports prepared by opposing expert
Merger and acquisition and transaction-related business valuation needs:
  • Purchase or sale of closely held business or business interests
  • Allocation of the purchase price among the assets acquired
  • Employee stock ownership plans (ESOPs)
  • Management buyouts
  • Leveraged buyout transactions
  • Bank financing
  • Valuation for spin-offs
Other business valuation needs:
  • Valuation of stock options
  • Valuation for phantom stock plans
  • Valuation of complex capital structures of debt, equity and preferred stock
  • Shareholder value enhancement planning
  • Buy-sell and shareholder agreements
  • Business valuation for life insurance planning and funding

Articles More Articles

Preparing for Due Diligence

There’s a sense of relief when a buyer and seller have agreed upon a letter of intent, and it may seem like the hard part is over. The LOI is a significant milestone to be …

Announcing a Sale to Employees

You’ve accepted an offer to sell your business, and you’re almost at the end of the sometimes stressful and arduous task of due diligence, nearing the close of the deal. Now it’s time to make …

Buyers are Active

After the world turned upside down in 2020, M&A professionals didn’t know what to expect. But in 2021, there has been more demand by buyers than we’ve seen in many years. Why are businesses selling …