M&A VALUATION
Business Valuation for Mergers & Acquisitions
USPAP-compliant valuations for mergers, acquisitions, and strategic transactions for Oklahoma companies. Our credentialed appraisers deliver defensible reports that meet lender, investor, and tax requirements.
- Certified through leading professional organizations
- USPAP-compliant for all stakeholders
- Remote engagement, efficient turnaround
Comprehensive Assessment
M&A Valuation Services
Whether you're acquiring, divesting, or structuring a deal, our USPAP-compliant valuations provide the financial foundation your transaction requires.
Operating Company Valuation
Full-scope business valuation for active enterprises, using cash flow analysis and market approach for acquisition due diligence.
Minority & Fractional Interest Valuation
Valuation of non-controlling stakes, LP interests, and fractional ownership for equitable distribution and financial reporting.
Real Estate Holding Company Valuation
Analysis for entities holding investment real estate, addressing property values and leverage.
Family Investment Vehicle & Multi-Entity Valuation
Consolidated assessment of holding companies and subsidiary networks for family wealth transfer.
Purchase Price Allocation & Fair Value Analysis
Post-acquisition financial reporting support, valuing assets for goodwill and intangibles.
Due Diligence Valuation Review
Independent verification of seller valuations to support confident deal structuring.
How We Work
Our M&A Valuation Process
- 01
Engagement & Scope Definition
We confirm valuation purpose, transaction scope, and timeline.
- 02
Financial & Operational Analysis
Our team reviews historical financials, tax returns, and comparable transactions.
- 03
Valuation Modeling & Methods
We apply income, market, and asset-based methods relevant to your transaction type.
- 04
Report Preparation & Review
Our appraisers prepare a comprehensive, USPAP-compliant valuation report.
- 05
Delivery & Support
You receive the final report, and our team remains available for questions.
STANDARDS-COMPLIANT VALUATIONS
Expert Credentials & USPAP Compliance
Every M&A valuation is prepared in accordance with USPAP by appraisers holding leading credentials in business valuation.
ASA, Business Valuation Specialty
Accredited in Business Valuation (ABV)
Chartered Financial Analyst
USPAP Certification
FAQ
Frequently Asked Questions
What is an M&A business valuation, and why do I need one?
An M&A business valuation is a professional assessment of your company's fair market value for a merger, acquisition, or sale.
How long does an M&A valuation take?
Timeline depends on your business's complexity. Most valuations are completed within 2 to 4 weeks from initial engagement.
What information will you need from me?
We typically request several years of financial statements, current balance sheet and P&L, and revenue detail.
What valuation methods do you use?
We apply the income approach, market approach, and asset-based approach as appropriate for your business.
Can you help with minority or fractional ownership valuations?
Yes. We value minority interests, non-controlling stakes, and LP or LLC fractional interests.
Do you prepare 409A valuations as well?
Yes. We prepare independent 409A valuations for private companies issuing equity to employees.
Ready to value your business?
Our USPAP-compliant appraisers prepare defensible valuations for M&A, financial reporting, and tax purposes.