Business Valuations Independent & Defensible

A business valuation is a formal, independent assessment of what a business is worth. Valuations are required in a wide range of situations — buying or selling a company, bringing in a partner, executing a partner buyout, resolving a dispute, satisfying IRS requirements, or complying with ERISA for retirement plan reporting. At Ethical Accounting Consultants LLC, we prepare independent business valuations that are thorough, defensible, and tailored to the specific purpose at hand.

One of the most common reasons our clients need a valuation is to support a Rollover as Business Startup (ROBS) transaction. In a ROBS arrangement, an entrepreneur uses funds from their retirement account to fund a new business without taking a taxable distribution. The IRS and the Department of Labor require that the business be valued at fair market value at the time of the transaction and that an annual valuation be performed to support the ongoing Form 5500 filing requirements for the retirement plan. Our valuations are prepared to meet these standards, giving you and your plan administrator the documentation needed to stay compliant year after year.

Beyond ROBS, we provide valuations for business owners who are preparing to sell, seeking investment, executing a buy-sell agreement, or going through a ownership transition. We use recognized valuation methodologies — including the income approach, the market approach, and the asset-based approach — and we select the method or combination of methods that best fits your business and the purpose of the valuation. We consider financial history, industry trends, comparable transactions, intangible assets, and the specific circumstances that affect your company's value.

Who is this for? Business valuations are essential for anyone buying or selling a business, executing a ROBS transaction, fulfilling annual Form 5500 compliance, resolving a partnership dispute, or undergoing estate and gift tax planning. If you need a credible, independent opinion of value that will hold up to scrutiny from the IRS, a lender, a buyer, or a court, EAC provides the expertise and documentation you need.

At EAC, you work with a single dedicated advisor who understands your business and your goals. Because we also handle your bookkeeping and tax work, we already know your numbers — which means a smoother, faster valuation process. You get straightforward, upfront pricing with no surprise invoices. Schedule a free consultation today to discuss your valuation needs and how we can help you meet your compliance, transaction, or planning goals.