Business Valuation Services
Business valuations are needed for a variety of reasons, including financial reporting, shareholder planning, corporate reorganizations, employee stock ownership plan valuation, gift and estate planning, estate settlement, tax planning, and litigation. Through information gathering, analysis, research, and client contact, Wipfli’s accredited appraisers will determine the appropriate value of your business in one of three levels of service. By hiring Wipfli you get a comprehensive team that specializes in working exclusively in this area.
Featured Solutions
Business ValuationsYou make hundreds of decisions every day, but none may be as important as having a clear understanding of your business’s value and how the decisions you make impact that value.
Business valuations are needed for a variety of reasons, including financial reporting, shareholder planning, corporate reorganizations, employee stock ownership plan valuation, gift and estate planning, estate settlement, tax planning, and litigation. Through information gathering, analysis, research, and client contact, Wipfli’s accredited appraisers will determine the appropriate value of your business in one of three levels of service. By hiring Wipfli, you get a comprehensive team that specializes in working exclusively in this area.
Wipfli's business valuation team is comprised of professionals credentialed through the American Society of Appraisers (ASA) and the American Institute of Certified Public Accountants (AICPA).
Transition Planning“Begin with the end in mind.” This key concept holds true for owners of closely-held businesses that lack a ready market or exit for their stock. Proper planning will ensure your exit objectives are met with an efficient, fluid, and effective plan. Through information gathering and financial analysis, Wipfli’s financial experts discuss and quantify varies options available and assist you and your legal and financial team in creating a long term plan. By planning ahead you can often mitigate the risk taken after you have turned over control of the business and will have a coordinated plan to bring together your exit goals with the economic realities of the current business, bridging any value gaps that may currently exist.
Wealth Planning ValuationsWhether you are a shareholder owning all or a large percentage of a closely-held business or the executor of an estate looking for guidance, making informed decisions to minimize or reduce exposure to taxing authorities becomes our mutual goal. It is important to properly measure the value of your ownership for IRS compliance. Wipfli’s valuation experts work exclusively in the valuation field, doing over 100 appraisals a year to provide a comprehensive valuation and report compliant with IRS regulations.
Financial Reporting Valuation ServicesWith the elimination of pooling and the changes in intangible asset amortization from Statement of Financial Accounting Standards (SFAS) No. 142, it is imperative intangible assets be properly allocated after an acquisition. By doing so, you reduce the amount of future goodwill impairment by properly allocating value to all intangible assets according to SFAS 141. By hiring Wipfli to do your SFAS 141 and 142 appraisals, you obtain valuation experts that specialize in the valuation of intangible assets and equity instruments, Certified Public Accountants that know the relevant accounting standards and GAAP, and financial professionals accustomed the scrutiny required by outside audit firms in their review of the third-party appraisal.
Also known as Fresh Start Accounting, Statement of Position (SOP) 90-7 provides technical guidance to entities that have filed bankruptcy petitions or where the entities have emerged from Chapter 11 under confirmed plans. The values of the tangible and intangible assets are to be stated at fair value. Wipfli’s qualified appraisal team provides an objective opinion of value that satisfies the fiduciary requirements of the plan trustees and provides management with an annual benchmark of progress.
Featured Expertise
Kevin Janke, CPA, ABV, ASA
Kevin Janke leads Wipfli’s Business Valuation Practice. His extensive skill in business valuation is an extremely valuable asset sought by clients in a wide variety of business enterprises.
Featured Success Story
The Pineries Bank: Applying Profound Industry Understanding to ValuationsWith so many third-party companies willing to perform business valuations at wildly varying fees, The Pineries Bank chose Wipfli’s expert appraisers. The results of that first valuation have kept the bank’s shareholders confidently coming back for its annual valuation.