Responsive, professional, first class deliverables -- especially considering that that the appraised assets are extremely complex financial assets with little by way of comps. The deliverable satisfied my accountants and advisers as being more than adequate to support the valuation needed to complete a conversion to a Roth IRA
USPAP CERTIFIED
San Francisco Business Valuation Services
Certified business valuations for San Francisco Bay Area companies. From M&A and estate planning to SBA financing and equity splits, we deliver USPAP-compliant reports that meet IRS, lender, and court standards.
- Prepared in accordance with USPAP
- Credentialed appraisers, ASA, AICPA ABV, CFA
- M&A, estate tax, SBA, and equity valuations
Tailored to Your Needs
Business Valuation Services
We provide certified business valuations across multiple purposes and entity structures for companies throughout the San Francisco Bay Area, from Silicon Valley startups to established East Bay manufacturers. Each valuation is prepared to meet the rigorous standards required by lenders, tax authorities, and courts.
M&A & Transaction Support
USPAP-compliant valuations for mergers, acquisitions, and business sales. Defensible reports that facilitate negotiations and satisfy buyer due diligence requirements.
Estate Tax & Succession Planning
IRS-compliant valuations for Forms 706 and 709. Support your estate plan and minimize tax exposure with professionally documented equity valuations.
SBA & Lending Valuations
Prepared to meet SBA lender requirements and asset-backed financing standards. Detailed reports that support loan applications and collateral assessments.
Litigation & Dispute Resolution
Expert valuations for divorce proceedings, shareholder disputes, and equitable-distribution matters. USPAP-compliant reports suitable for court presentation.
409A & Equity Compensation
Specialized valuations for startup equity, stock option plans, and employee compensation. Compliant with IRS safe-harbor requirements.
Minority & Fractional Interests
Valuation of non-controlling stakes, LP interests, and family investment vehicles. Accounts for ownership restrictions and marketability discounts.
Our Process
How We Prepare Your Business Valuation
- 01
Initial Consultation & Scope Definition
We discuss your valuation purpose, business structure, timeline, and any specific IRS, SBA, or litigation requirements to ensure our report meets your exact needs.
- 02
Financial & Operational Analysis
Our team reviews your financial statements, tax returns, market position, and operational metrics to build a comprehensive understanding of your company's performance and risk profile.
- 03
Market & Comparable Analysis
We research comparable transactions and public market data for your industry and geography to establish defensible valuation benchmarks.
- 04
Valuation Methodology & Calculation
We apply appropriate methodologies, income, market, or asset-based, and reconcile results into a final concluded value supported by detailed analysis.
- 05
USPAP-Compliant Report Delivery
You receive a comprehensive, professionally formatted report prepared in accordance with USPAP and applicable standards for your stated purpose, ready for IRS, courts, or lenders.
Credentialed Appraisers. Defensible Reports. Every Time.
Our appraisers hold credentials with leading organizations such as the ASA, AICPA (ABV), and CFA Institute. Every valuation is prepared in accordance with USPAP, the standard published by The Appraisal Foundation.
Client feedback
What Our Clients Say
The Team were very knowledgeable and very helpful and efficient- I recommend them highly for appraisals-especially for private companies.
I found them professional & responsive. The report was quite thorough as well.
Guides
Guides on Business Valuation Appraisals
Practical reads on business valuation valuation, appraisal requirements, and preparing for your report.
IRS Qualified Business Valuation and Estate Tax Rules for San Francisco Owners
California has no state estate tax, but a closely held San Francisco business can still push an estate over the federal exemption line. Here is when Form 706 requires an IRS-qualified business valuation and what that appraisal must contain.
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Business Valuation in a California Divorce: How Community Property Splits a San Francisco Business
Business valuation in a California divorce turns on when the business grew, not just what it's worth today. This guide explains the community property rules, the date-of-separation pivot, and how Pereira and Van Camp apportion growth between spouses.
Read more →
FAQ
Frequently Asked Questions
How much does a business valuation cost in San Francisco?
Every business valuation is a fixed fee that we quote after reviewing your company's size, financial records, ownership structure, and the purpose of the report, such as estate tax filing, SBA financing, or litigation. Because scope varies between a single-owner service business and a multi-entity company, we confirm the fee before work begins rather than publishing a flat rate.
Do you provide business valuations outside San Francisco?
Yes. While we're based in the San Francisco Bay Area and know local market conditions across Silicon Valley, the East Bay, and San Francisco proper, our appraisers prepare USPAP-compliant business valuations for companies throughout California and nationwide.
How is a business valuation different from a real estate appraisal?
A business valuation determines the fair market value of a company, its equity, or an ownership interest using income, market, and asset-based methodologies tied to how a business generates revenue and risk. A real estate appraisal values a physical property using comparable sales and income approaches tied to real property. Both follow USPAP, but the two disciplines require different training, data sources, and analysis.
What size businesses do you provide valuations for?
We prepare valuations for businesses of all sizes, from single-owner professional practices and small retail or service companies to established manufacturers and multi-location operations. The scope of our analysis and the methodology we apply are tailored to your company's size and complexity.
Request a Business Valuation
Tell us about your company and the purpose of your valuation. We'll follow up to confirm scope, timeline, and fee before any work begins.