Solutions for Business Valuations

We provide business valuations for business owners, financial professionals, bank trust departments, fiduciaries, CPAs, lawyers, and other related parties. Our independent and objective valuation reports are prepared by a highly qualified staff and comply with industry-leading business valuation standards and IRS Revenue Ruling 59-60.

Closely held business valuations are a complex process that require an understanding of the nature of the business or asset to choose the most appropriate valuation method. Our team of qualified appraisers are here to lead the process and prepare independent, objective valuation reports for businesses and assets that are customized and tailored to the client’s specific valuation needs.

Business & Assets We Value

Controlling and minority interests
Operating companies
Real estate and asset holding companies
Common and preferred equity interests
Promissory notes
Other holding types

Professionally Trained Valuation Experts

Our business valuation experts are held to the highest standards in their professional training and testing requirements and hold an ASA and/or CVA title.
Accredited Senior Appraiser in Business Valuation (ASA) – American Society of Appraisers
Certified Valuation Analyst (CVA) – National Association of Certified Valuation Analysts (NACVA)

Custom Reports for a Variety of Valuation Needs

Succession planning, estate and gift valuations
Charitable contributions
Potential sale
IRA compliance (Form 5498, Conversion, Failed Asset)
Personal financial planning
Trust compliance (Regulation 9, Distribution)
Other valuation situations

Provides Independent Business Valuations That You Can Rely On.

Competitive Fee Structure

Our set of business valuation solutions are competitively priced.

Fiduciary Expertise

We employ highly credentialed staff that includes direct fiduciary experience within the industry.

Responsiveness

We strive to exceed your expectations and pride ourselves on our superior client servicing.

Our Closely Held Business Valuation Solution Helps Ensure that Valuations are Accurate and Compliant.

valumonitor helps business owners, financial professionals, bank trust departments, fiduciaries, CPAs, lawyers, and other related parties with accurate, independent, and objective business valuation reports from accredited and certified staff that comply with industry-leading business valuation standards and IRS Revenue Ruling 59-60.

BUSINESS VALUATION FAqS:

What types of valuations does ITM offer?

We provide a full suite of valuation services including:

Calculation Reports (e.g. IRA and Rule‑9 reports)

IRA Calculation Reports for annual alternative asset valuations

Formal Appraisals compliant with estate, gift, and exit planning needs

What type of assets are needed in a fair market valuation?

Fair market valuations are required for privately held and closely held interests, especially in non‑public assets. Typical examples include:

Private equity and shares in closely held companies

Real estate partnerships and limited partnership interests

Oil & gas and mineral interests

Other alternative assets held in self‑directed IRAs or trusts
These assets require arm’s‑length valuations to satisfy IRS, fiduciary, and reporting standards.

What are the typical formal appraisal needs?

Formal appraisals are typically required for events where compliance, tax reporting, or legal defensibility is essential. Common needs include:

Estate and Gift Tax Reporting: IRS requires a qualified appraisal to substantiate the fair market value of privately held business interests transferred via gifts or inheritance.

Trust Administration & Fiduciary Compliance: Trustees often need a formal valuation to equitably manage and distribute non‑marketable assets in line with fiduciary duties.

Business Succession & Exit Planning: Owners planning to sell, transfer, or restructure ownership need defensible valuations to guide timing and strategy.

Litigation Support & Disputes: Formal appraisals are used in shareholder disputes, divorce proceedings, and other legal contexts requiring objective third-party valuation.

Charitable Contributions of Business Interests: The IRS mandates a formal qualified appraisal for non-cash donations exceeding certain thresholds.

ITM ensures each formal appraisal is compliant with IRS Revenue Ruling 59‑60 and industry standards (AICPA, IVS), and backed by credentialed professionals.

How long does the process take and what are typical turnaround times?

Once we receive complete documentation, most valuation engagements are completed in 2–4 weeks, with expedited options available based on needs or complexity.

What’s involved in your valuation process?

Valuations typically follow these steps:

Review of financial records (e.g. 3–5 years tax returns, statements)

Client interview to understand operations, risk, and industry dynamics

Application of one or more valuation approaches (market, income, asset)

Draft report review with client before final delivery
This ensures a defensible and comprehensive valuation aligned with best practices.

What types of assets do you value?

We specialize in privately held and closely held business interests, including:

Private operating companies and professional practices

Alternative assets: limited partnerships, real estate LPs, oil & gas interests, and more

Securities held in IRA accounts requiring annual Reg‑9 review or conversion reports

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To learn more about how valumonitor by ITM can help you with your business valuation needs, contact our sales team or visit our business valuation blog section to browse through relevant topics and learn more about our solution.