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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.

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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
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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)
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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

valumonitor 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.

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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.

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.