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
Oklahoma Business Valuation
Business valuation services for Oklahoma companies, covering M&A transactions, SBA financing, estate tax planning, and litigation support. Every report is prepared in accordance with USPAP so it holds up with lenders, courts, and the IRS.
- Prepared in accordance with USPAP
- Credentialed appraisers, ASA, AICPA (ABV), CFA
- M&A, estate tax, SBA, and litigation valuations
Why Oklahoma Businesses Need Professional Valuations
Equity Business Valuation Services provides certified business valuations for Oklahoma companies navigating financing, tax planning, litigation, and ownership transitions.
Oklahoma's economy spans energy and aviation in Tulsa and Oklahoma City, agriculture across rural counties, and family-owned and professional-services businesses statewide. Our valuations account for the market conditions that shape an Oklahoma company's worth.
Every valuation is prepared in accordance with USPAP, giving your report the defensibility required for financing, tax filings, or legal proceedings. For answers to common questions, see our business valuation FAQ.
Succession & Ownership Planning
Valuations for shareholder buyouts, buy-sell agreements, and succession decisions.
Estate & Gift Tax Planning
Valuations prepared for estate tax filings, gift tax planning, and financial reporting.
Litigation & Dispute Support
Defensible valuations for divorce proceedings, shareholder disputes, and litigation.
SBA & Financing Valuations
Valuations prepared to meet SBA lender requirements and financing standards.
Tailored to Your Needs
Business Valuation Services
We provide business valuations across multiple purposes and entity structures for Oklahoma companies.
M&A & Transaction Support
Valuations for mergers, acquisitions, and business sales that support negotiations and buyer due diligence.
Estate Tax & Succession Planning
Valuations for Forms 706 and 709, supporting estate plans and ownership transitions.
SBA & Lending Valuations
Prepared to meet SBA lender requirements and asset-backed financing standards.
Litigation & Dispute Resolution
Valuations for divorce proceedings, shareholder disputes, and equitable-distribution matters.
Minority & Fractional Interests
Valuation of non-controlling stakes, LP interests, and family investment vehicles.
Financial Reporting & Compliance
Valuations supporting GAAP-compliant financial statement reporting and purchase price allocation.
Our Process
How We Prepare Your Business Valuation
- 01
Initial Consultation & Scope Definition
We discuss your valuation purpose, business structure, and timeline.
- 02
Financial & Operational Review
Our team reviews your financial statements, tax returns, and operating metrics.
- 03
Market & Comparable Analysis
We research comparable transactions and industry data relevant to the Oklahoma market.
- 04
Valuation Methodology & Calculation
We apply the income, market, or asset-based approach and reconcile results into a final concluded value.
- 05
USPAP-Compliant Report Delivery
You receive a professionally formatted report prepared in accordance with USPAP.
USPAP COMPLIANT
Credentials & Professional Standards
Our appraisers hold credentials with leading organizations including the ASA, AICPA (ABV), and CFA Institute. Every valuation is prepared in accordance with USPAP.
USPAPIndustry-leading appraisal standard
Multi-credentialTeam approach to complex valuations
American Society of Appraisers
ASA (Business Valuation)
AICPA
Accredited in Business Valuation (ABV)
CFA Institute
Chartered Financial Analyst
The Appraisal Foundation
USPAP Compliance & Standards
Client Feedback
What Our Clients Say
The team was highly knowledgeable, helpful, and efficient. I highly recommend their appraisal services, especially for private companies.
I found them professional & responsive. The report was quite thorough as well.
Resources
Business Valuation Appraisal Resources & Guides
Articles on business valuation values, appraisal standards, and getting the report you need.
How Oklahoma Probate Courts Require Business Valuations for Estate Settlement
Oklahoma probate courts require a decedent's business interest to appear in the estate inventory at fair market value, and a written demand from any interested party can force a formal appraisal. Here's when Title 58 turns a simple inventory entry into a full business valuation, and what that report has to satisfy for both the court and the IRS.
Read more →
Business Valuation in Oklahoma Divorce Litigation: How Courts Decide Value
Business valuation in Oklahoma divorce cases turns on classification, timing, and goodwill, not a fixed formula. This guide walks through the statute and case law that decide how a closely held business gets divided.
Read more →
FAQ
Common Business Valuation Questions
How long does a business valuation take?
Most business valuations are completed three to five weeks after engagement, depending on the complexity of the business and how quickly we receive financial records. Expedited delivery, as fast as 11 business days, is available when you are working against a filing date, closing, or court deadline. Tell us your deadline up front and we will confirm whether we can meet it.
What financial documents do I need to provide?
Typically we request 2 to 3 years of financial statements, tax returns, a current balance sheet, and details on ownership structure.
Is the valuation process remote, or do you need to visit my business?
Business valuation is conducted remotely using the financial and operational information you provide.
What valuation methods do you use?
We apply the income approach, market approach, and asset-based approach as appropriate, selecting the methodology that best fits your business.
Can you value businesses in any industry?
Yes. Our team values companies across energy, aviation, agriculture, manufacturing, and professional services common to the Oklahoma economy.
What credentials do your appraisers hold?
Our appraisers hold credentials with leading organizations such as the ASA, AICPA (ABV), and CFA Institute.
Request Your Business Valuation
Tell us about your Oklahoma business and the reason for your valuation.