Business Valuation Services

Center Point specializes in valuing businesses and business interests ranging from stock options to the sale of an entire company. The type of assets we value range from common & preferred stock to intangible assets.

Our appraisals take into consideration the applicability of various discounts, premiums and tax adjustments that are applied to various entity types such as C and S corporations, general partnerships, limited liability companies, limited partnerships, fractional interests in real estate, and tenancy-in-common interests.
Our appraisals are designed to meet IRS, SEC and FASB standards in an ever-increasing regulatory environment. Center Point’s primary mission is to provide high-quality, defensible valuations in the event of an IRS challenge, financial statement audit, or SEC scrutiny in preparation for an IPO.

We have extensive experience valuing privately held businesses ranging from pre-revenue venture-backed startups to established corporations with revenue up to $250 million.

Whatever the size and stage of your business, Center Point has the experience and expertise to meet your needs.

The following is a list of service areas in which we continually build specialized business valuation experience and knowledge:

IRS Section 409A – Stock Options and Other Securities

IRS Section 409A and FASB ASC 718 greatly increased the need for companies issuing stock options and other securities to have the underlying stock valued by an independent appraisal firm like Center Point.

Employee Stock Ownership Plans (ESOPs)

An ESOP is a defined contribution employee benefit plan that allows a business owner(s) to sell all or part of their closely held company to employees.

Estate & Gift Tax Valuations

Valuations of closely held business interests are essential for estate planning, gifting, estate settlement, and Internal Revenue Service (IRS) reporting of estate or gift transactions.

Business Ownership Transactions, Transfers & Sales

Center Point has worked with a number of firms whose partners or shareholders required a valuation for the purpose of a partner or shareholder buyout.

Intangible Asset Purchase Price Allocations (FASB ASC 805)

FASB’s Accounting Standards Codification (ASC) 805, Business Combinations, and ASC 350, Goodwill and Intangible Assets drive the valuation of intangible assets acquired in a business combination.

Litigation Support and Expert Witness Testimony

In our increasingly litigious world, we are often called upon to apply our specialized knowledge and investigative skills to bring analysis to a complicated matter.