# What brings you here today?

I Need an Independent Valuation.

When a value has to hold up for an attorney, a lender, a tax authority or a court, independence and rigor matter. Our credentialed professionals prepare valuations grounded in best practices and built to withstand the highest levels of review.

We Assess Value For

When a value has to stand up to scrutiny.

The purpose of a valuation shapes how it’s done. We tailor the scope and standard of value to the decision or requirement in front of you.

Transactions

Mergers & acquisitions
Buy-sell agreements
Financing transactions

Tax Reporting

Gift & estate
Charitable contributions

Financial Reporting

Purchase price allocation
Goodwill assessment
Fair value reporting

Litigation

Marital disputes
Shareholder disputes
Lost value claims

Corporate Planning

Value improvement
Project and joint venture viability

Other

Financial asset valuation
ESOPs
Judicial dissolutions

Who We Serve

Trusted by the people who rely on value.

Beyond business owners, our valuation work supports companies, attorneys and investors who need an independent, well-supported conclusion.

Business Entities

Valuations that support transactions, equity compensation and financial reporting.

M&A transactions and business combinations

Goodwill impairment

Fairness opinions

Equity-based compensation

Review of internal valuations

The Legal Community

Independent analysis and expert testimony for attorneys and their clients.

Expert witness testimony

Marital and shareholder disputes

Estate and gift tax planning

Economic loss and solvency opinions

Continuing legal education (CLE) courses

Private Equity & Hedge Funds

Fair value measurement for portfolio holdings and complex securities.

Fair value measurements

Common and preferred equity

Illiquid debt, warrants and options

Limited partnership interests

Expertise You Can Rely On

Fully credentialed.
Deeply educated.

A valuation is only as credible as the people behind it. Our professionals combine recognized valuation credentials with advanced academic training in finance, so every conclusion rests on sound theory and real-world practice.

Professional valuation credentials

Every valuation lead holds the ABV (Accredited in Business Valuation), the CVA (Certified Valuation Analyst), or both. These are recognized designations that require rigorous training and adherence to professional standards.

Advanced degrees in finance and business

Our valuation leaders hold MBAs, and our team includes a Ph.D. in finance and former finance professor, bringing academic rigor to every engagement.

Teachers as well as practitioners

We stay current on the legal, theoretical and practical issues in valuation, and we teach continuing legal education courses for attorneys.

How it Works

A rigorous process, clearly documented.

01

Define the scope

We confirm the purpose, the standard of value and the valuation date, since each one shapes the analysis.

02

Gathering information

We send a clear list of what we need, typically financial statements, tax returns and key details about operations.

03

Analysis

We apply the income, market and asset approaches and weigh them to reach a supportable conclusion.

04

Report and support

We deliver a written report, answer questions from the parties relying on it and, when a matter goes to court, provide expert witness testimony.

What You Come Away With

Built to be relied on.

A written, well-documented report

Methods, data and assumptions laid out clearly so the conclusion can be followed and tested.

An independent perspective

A conclusion prepared without a stake in the outcome, which is what gives it credibility.

Responsive follow-up

Answers for your attorney, CPA, lender or other advisors when questions come up.

Led By

Independent valuations are prepared by Cornerstone Valuation, the valuation practice of Middle Market Value.

Visit Cornerstone Valuation

Related Situations

Where owners often go next.

$

I want to know what my business is worth

An independent valuation that shows what your company is worth today, and why.

$

I need help with an ownership transition

Plan a transfer to family, partners or management on solid footing.

$

I've received an offer

An objective look at whether the offer reflects what your business is really worth.

Let’s Talk

Need a Valuation That Will Hold Up?

Tell us the purpose and timing, and we’ll recommend the right scope and approach for your valuation.

Start a Converstion

804.320.3499

Confidential

Your information is always protected.

No Obligation

An open conversation with no pressure.

Focused on You

Guidance tailored to your goals and situation.