Business valuation is the process of determining the economic value of an ownership interest in a business. In legal matters, a credible, well-supported valuation is often critical to achieving a fair outcome. At SJS Forensics, we specialize in valuations prepared in the context of litigation, where independence, thoroughness, and defensibility are essential.
Our Valuation Process
Step 1: Initial Consultation & Scope Definition
We begin by understanding your specific goals and the context of the valuation. Together, we define the scope, establish a clear timeline, and outline the necessary information to ensure a tailored and efficient engagement from the very start.
Step 2: Financial Document Review & Analysis
Our team meticulously examines your financial statements, tax returns, and supporting records. We analyze profitability, cash flow, and make normalizing adjustments to uncover the true economic performance and underlying financial health of the business.
Step 3: Economic & Industry Research
No business exists in a vacuum. We conduct comprehensive research on industry trends, market conditions, and the overall economic climate. This data is crucial for benchmarking and ensuring our valuation reflects the current market reality.
Step 4: Valuation Report & Conclusion Delivery
We deliver a comprehensive, defensible valuation report that details our methodology, analysis, and final conclusion. We then walk you through the findings, ensuring you have a complete and clear understanding of the valuation and its implications for your matter.
Valuation Scenarios
Matrimonial Dissolution
In divorce proceedings, we provide a credible, defensible valuation of business interests to ensure equitable distribution. Our analysis clarifies the value of marital assets, forming a foundation for fair negotiations and protecting your financial interests.
Shareholder Disputes
When partner or shareholder disputes arise, an objective valuation is essential. We determine the fair market value of ownership interests to support buyouts, resolve disagreements, and provide clarity for business dissolution or restructuring.
Estate & Gift Tax
Our valuations provide the rigorous documentation required for estate and gift tax reporting. We determine the fair market value of business interests to ensure IRS compliance and support informed wealth transfer and tax planning strategies.
Shareholder Disputes
Beyond legal matters, a valuation is a powerful strategic tool. We provide a clear assessment of your company's worth to inform M&A opportunities, develop effective succession plans, and support decisions that drive future growth and profitability.