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Business Valuations

Business valuations are becoming increasingly important as a variety of circumstances give rise to the need for valuations of closely held businesses, personal and family ownership interest, and professional practices. At Phillip & Associates, LLC, a New York City CPA firm, we recognize that a credible valuation is crucial in estate taxes, buy-sell decisions, family law and other civil litigation support. When you need a credible business valuation, an opinion from a Certified Valuation Analyst (CVA) can be the difference between a good result and a bad one.

Business valuation is a complex process requiring a broad knowledge of finance and business, expert application of recognized valuation methodologies, and diligent adherence to professional standards. Phillip & Associates, LLC offers professional business valuation services to business owners who want to protect wealth or need to know how much an asset is worth. Our clients come to us for help with:

  • Mergers and acquisitions
  • Purchase or sale of an ownership interest
  • Buy-sell agreements and succession planning
  • Sales, expansions or reductions, and borrowing
  • Divorce proceedings and pre-nuptial agreements
  • Employee stock ownership plans (ESOPs)
  • Gift and estate taxes
  • Distribution of estate and trust assets
  • Litigation involving damages and loses, lost wages and business interruptions, fraud, anti-trust, or forensic investigations, accounting and tax matters, and intellectual property.

Whatever its purpose, business valuation is a widely used discipline that can play a key role in helping you achieve your financial goals. The Certified Business Valuation (CVA) professionals at Phillip & Associates, LLC, can help you. Our specialists are experienced Certified Public Accountants and members of the National Association of Certified Valuation Analysts (CVA).

Contact Us for a FREE Initial Consultation

Call us today at 718-241-2233 and ask for Claudine Phillip to discuss your business valuation needs with an experienced New York City CPA.

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