Robert A. Bonavito, CPA PC

New Jersey Business Valuations

We have extensive experience in preparing valuations for businesses and/or divorce cases.

In a world where business relationships are constantly changing, the need to have a business valued or appraised arises often. There are many reasons why you may require a business valuation. They include:

  • Mergers and Acquisitions
  • Divorce
  • Estate and Gift Taxes
  • ESOP's
  • Stockholder Disputes
  • Buy-Sell Agreements
  • Statutory Requirements
  • Partnership Dissolutions
  • New Partner Admissions
  • Damage Assessment

Our New Jersey business appraisers possess analytical skills, information gathering expertise, and the sound business judgment needed to approach a valuation assignment. Their extensive experience and hands-on training provide them with the tools to competently appraise every type of business.

Each business is unique in its particular market, its competitive environment, the experience of the management team, its national or regional economic influences, and its financial history. Because these internal and external factors influence the value of the business, the valuation process is often complex and involved.

There are three approaches to valuing a business, each approach containing several valuation methods. There is more than one standard of value which must be considered for each engagement. Typically what is being appraised and the context of the appraisal will determine the appropriate standard of value. In most cases where a litigation is involved, for example, fair market value or fair value are usually the most appropriate standards of value.

A Complete Range of Business Valuation Services

A Comprehensive Valuation. Our most extensive service, designed to provide an unambiguous opinion as to the value of the business, business interest, or security. It is supported by all procedures that the appraiser deems to be relevant to the valuation.

A Limited Valuation. The next step down from comprehensive business valuation, as it lacks the performance of additional procedures that are required in an appraisal. This type of assignment can be considered to be an "agreed upon procedures" appraisal that should only be used in circumstances where the client is the only user of the appraisal.

A Calculation. The lowest level of engagement, where the appraiser is to provide an approximated indication of value based upon the performance of limited procedures agreed upon by the appraiser and the client.

Economic Damage Calculations. Provided for quantification of the loss incurred due to breach of contract, wrongful death, personal injury, wrongful termination, sex or age discrimination, patent infringement, or any other type of litigation requiring this type of service.

New Jersey Litigation Support Services. Include expert testimony, review of other appraisals, critiques of other reports, deposition, and trial questions for opposing experts and the provision of visual aids at trial.

Forensic Investigations. Provided for income and asset determination and tracing, and are an essential component of our services.

A CYA report. An opinion letter as to whether or not a full valuation is required. This report is ideal for the attorney who is unsure if a company has any value and wishes to "cover your assets".