Business Valuation

Business valuation requires more than technical calculations. It requires a clear understanding of the company, its industry, the purpose of the valuation, and the decisions the analysis must support.

PYA provides business valuation opinions and related advisory support when organizations need to assess value, plan or evaluate a transaction, address financial reporting or compliance requirements, or resolve a value-related dispute. By combining technical valuation expertise with practical business and transaction experience, our professionals help clients understand key assumptions, evaluate the factors affecting value, and make informed decisions based on well-supported analysis.

Our Business Valuation Services

How We Help

  • Regulatory compliance
  • Mergers & Acquisitions
  • Joint ventures and other complex business arrangements
  • Transaction planning and modeling
  • Financial reporting (purchase price allocations and goodwill impairment testing)
  • Tax compliance and planning
  • Disputes and litigation

Where We Help

Match the Valuation to the Decision

Define the Purpose of the Analysis

A valuation should reflect the company, its industry, and the decision it must support. A transaction, tax matter, financial reporting requirement, or dispute may call for different analysis. PYA helps clients evaluate the relevant assumptions and value considerations, including purchase price allocation and goodwill impairment work when financial reporting is the purpose.

Distinguish Value from Earnings Quality

Valuation and financial due diligence answer related but different questions. Valuation assesses value; financial due diligence examines reported operating results and financial position, including the sustainability of historical results. Quality of Earnings work may address non-recurring items, accounting adjustments, and working capital. The scope should fit the transaction rather than assume every review is identical.

Make the Basis for the Conclusion Clear

A valuation conclusion is more useful when its assumptions and supporting analysis can be understood. In tax planning, financial reporting, or a value-related dispute, clear documentation allows the relevant parties to evaluate the work. PYA’s

Business Valuation Frequently Asked Questions

What business decisions can a valuation support?

Common uses include mergers and acquisitions, joint ventures, other complex business arrangements, transaction planning and modeling, regulatory compliance, financial reporting, tax planning, and disputes or litigation. The analysis should be developed around the decision the valuation is intended to support.

How does valuation support mergers, acquisitions, and joint ventures?

Valuation analysis can support negotiation, transaction structuring, purchase price allocation, and strategic decision-making. It may also be used to assess value in other complex business arrangements.

When is valuation work used for financial reporting?

Purchase price allocations and goodwill impairment testing are financial reporting-related valuation services. These assignments require defensible methodologies and must meet the standards applicable to the reporting purpose.

How can valuation analysis support a dispute or litigation matter?

Valuation analysis may address economic damages and other value-related issues in litigation and disputes. Objective analysis, clear documentation, and rigorous methodology help the conclusions withstand review by courts, regulators, and other stakeholders.

Why should a business valuation reflect the company and its industry?

Business valuation requires a clear understanding of the company, its industry, the purpose of the valuation, and the decision the analysis must support. That context informs which assumptions and factors need to be evaluated rather than treating valuation as a technical calculation alone.

The PYA Difference

Over our 40-year history, PYA has consistently delivered high-value advisory services to our national client base. Our team is deployed to develop custom plans using proven approaches and work plans.

Independence

Private ownership means we answer only to our clients, not to third-party investors, giving us the freedom to be thorough and thoughtful in our work. We judge our success by our clients’ success.

Relationships

We value long-term relationships and work hard to maintain them. Our commitment to client relationships and the communities we serve remains constant.

Responsiveness

PYA has a reputation among clients for responsiveness. PYA's goal is to respond to calls and emails within 24 hours when possible.

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Contact Our Business Valuation Team

Team Leader

Carol Carden Headshot Carol Carden

Managing Principal of Compensation Valuation Planning & Design

Subject Matter Experts

Annapoorani Bhat Headshot Annapoorani Bhat

Principal and Office Managing Principal, Charlotte