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FAZ FORENSICS SERVICES

Business Valuation

What is Business Valuation?

Business valuation is the process of determining the economic value associated with an entire business or an ownership interest in one. Business valuations are frequently required in litigation and regulatory matters such as shareholder and partnership disputes, divorce proceedings, and estate and gift taxation. Valuations may also be utilized for exit and transition planning, mergers and acquisitions, and other strategic and financial planning matters.

Dispute Settlement & Litigation

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Dispute Settlement & Litigation

Business valuations prepared to assist attorneys with dispute settlement and litigation purposes, serving as testifying experts, as necessary.

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Tax & Regulatory Compliance

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Tax & Regulatory Compliance

IRS-compliant business valuations for estate and gift tax filings, bank financing, and other regulatory requirements.

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Strategic & Exit Planning Support

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Strategic & Exit Planning Support

Business valuations (or calculations) prepared to assist business owners with ownership transitions, growth or sale decisions, and exit planning strategies.

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How does FAZ Forensics approach a business valuation?

We Are Your Valuation Expertsfor Dispute Settlement and Litigation

We combine business experience and valuation expertise with a client-focused approach, allowing us to deliver best-in-class business valuation services. Our team is focused on providing reliable, independent, and cost-effective business valuations.

Types of Valuation
Megan Kelly - 1x1

Business valuation determines what a business is worth for many reasons. Common examples include estate tax filings, gifting shares to family, divorce settlements, or buying and selling a business. We follow strict IRS guidelines to ensure the value stands up where it matters most.

Megan Kelly, CPA, CFE, CVA
WHAT IS BUSINESS VALUATION?

Types of Business Valuation Engagements

Business valuations are prepared as either a conclusion of value or calculation of value, as defined by professional standards from the AICPA and NACVA.

A Conclusion of Value results in an expert opinion and is required by FAZ Forensics in litigation or regulatory proceedings. A Calculation of Value, by contrast, does not constitute an opinion of value and is generally performed when the scope of analysis is limited by agreement with the client. This approach is an alternative suited for strategic planning, preliminary assessments, or exit and succession planning where a full conclusion is not required.

What is a Conclusion of Value?

A conclusion of value is an independent opinion issued by a valuation expert that follows professional standards issued by the AICPA and NACVA.

Required Use

A conclusion of value is required by FAZ Forensics in litigation and regulatory proceedings, such as shareholder disputes, divorce proceedings, and estate and gift taxation, but it may be used for other purposes, as well.

Opinion of Value

The valuation expert formally opines on the value of the business or business ownership interest.

Professional Standards

Our analysts hold credentials such as Certified Public Accountant (CPA), Accredited in Business Valuation (ABV), and Certified Valuation Analyst (CVA). Professional standards issued by the AICPA and NACVA are followed.

What is a Calculation of Value?

A calculation of value is a lower depth, cost-effective option to determine an estimated business value, and may consider client specific opinions and preferences.

Purpose & Best Use

A Calculation of Value is ideal for:

  • Strategic and exit planning
  • Ownership transitions
  • Growth, purchase, or sale decisions
Opinion of Value

The analyst does not conclude on an opinion of value. Instead, they apply agreed-upon methods and calculate a value based on those terms.

Choosing the Right Valuation Service

As you can tell, not all valuation work is created equal. For business owners, attorneys, and other advisors, it’s important to discuss the purpose of the valuation with the expert early on. This ensures the level of service is cost-effective, efficient, and tailored to your needs.

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Your Experts

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David Consigli - 1x1
David Consigli
CPA, ABV, CDFA
Megan Kelly - 1x1
Megan Kelly
CPA, CFE, CVA

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Read Our Reviews

FAZ Forensics is rated 4.95 out of 5.0 stars based on 21 review(s).

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FAZ Forensics did a full review and evaluation of my business and I was very happy with the level of detail and expertise.

- Chris Schmidt

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Christian has, along with his good nature and thoughtful regard, been exceedingly helpful with sorting out the complexities of our case. We could not be more pleased with our exchange. Thomas and Hema Easley

- Thomas Easley

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Christian was patient and easy to understand. clear, concise and thorough. he spoke “plain” English and was respectful. he did not “rush” and he responded to every question i had, in a timely manner. no matter how “dumb” it may have seemed. for example, i received some paperwork by mail and i did not understand it. i emailed him about it and he cleared it up that day. thats great customer service!

- Joong Park

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Really good, very knowledgeable and communicated with us every step of the way.

- Haartz Corporation/Tom Daigneault

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FAZ has a great team doing terrific work for our clients.

- Jim Towne

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Exceptional work produced.

- Matt Smith

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Thanks!

- Arrow Bank

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FAZ was very professional, knowledgeable and very fair priced. The work performed was prompt, accurate and reliable. I would absolutely hire them again if in need for additional accounting work.

- Arrow Financial Corporation

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Excellent to work with. Professional and personable.

- Cambridge Central School District

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Awesome team! They were a pleasure to work with. I would definitely recommend.

- Cambridge Central School District

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FAZ was extremely thorough and professional in doing our business valuation. We are very pleased with the results

- Anne Choppy

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Steve and GeNet were great at the valuation we needed. Very satisfied. Thanks,Vince and Anne

- Vincent M. Choppy

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Perfect

- Zalazar anelardo

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Gen'et and Paul were extremely responsive to our needs. They listened and responded to any concerns that we had. I would highly recommend them for any forensic engagement needs.

- Jennifer Mulligan

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Thank-you for asking. Our experience was excellent. The people at FAZ showed a depth of knowledge and experience that was very helpful with the undertaking before us. Well done.

- Guy Tombs

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The CPAs and staff at FAZ are truly amazing. They explain their process very well and always answered my questions right away. I highly recommend them for all your forensic accounting and evaluation services.

- Ashley Hart

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Excellent and responsible.

- Peter Lee

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Steve Ferraro did an excellent job and worked tirelessly as our expert forensic accountant witness. Based on Steve's hard work, the jury awarded every penny that Steve showed our client to be entitled to and completely rejected the conclusions of the opposing side's expert.

- Dave Paliotti

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Great firm!

- John Harwick

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The people at FAZ are amazing. They are true professionals. The staff is knowledgeable & kind. You feel like you matter. Anytime I have questions they take the time to go through everything in detail so I completely understand everything. I would definitely recommend FAZ.

- Dan Dagostino

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