Valuation Appraisals


Summary business valuations are usually prepared in conjunction with business succession planning or in other situations where the owner and or his/her professional advisors have a need to know a reasonable expectation as to the value of the business.


Summary business valuations are designed to benchmark value and to assist in the planning process rather than provide a detailed overview of the business and its financial information. Summary valuations contain fewer details than a formal business valuation and can generally be obtained for less cost. Because of the business valuation software that we use for our projects, summary valuations can be quickly and easily updated as new financial information becomes available.



The value or worth of an interest in a privately held company, as opposed to stock in a public company, is usually unknown because there is no active market to sell or trade that interest from which to approximate a value. Value determinations are commonly needed to calculate estate tax upon death, split up family assets in a divorce, or negotiate value in a purchase, sale, or merger of a business enterprise. Besides these, there are many reasons why the holder of an interest in a privately held company might require a business valuation. In these situations, a formal business valuation is required.


Formal business valuations are performed to determine company or stock value for:

             Buy/Sell Agreements

             Charitable Contributions

             Dissenting Shareholder Actions

             Estate Planning and Determinations

             Family Limited Partnerships

             Gifting Programs and Gift Taxes

             Life Insurance

             Purchase, Sale, Merger of a Division or Subsidiary



Strata professionals have each earned the Certified Valuation Analyst (CVA) designation through the premier valuation organization in the United States, the National Association of Certified Valuators and Analysts (NACVA). NACVA trains and certifies professionals to perform valuations to both the consulting community and the users of their services. NACVA requires that its members engage in extensive continuing education resulting in periodic recertification.


A properly prepared business valuation provides management with insightful information that helps identify company strengths and weaknesses that affect value, allowing management to more effectively focus its energies in places that really count. A business valuation, prepared periodically, also serves as a management tool that helps owners evaluate overall progress towards goals and management effectiveness.


Regardless of the client need, our expert valuation services have one common thread –to arm the client with reliable & unbiased information in order to make timely decisions.  In addition to working with business owners, our experts work with existing attorneys, CPAs and other financial advisors in order to provide the best solution for the client and his or her team of advisors.