Professional Services
Business Valuation Services
Clear Analysis. Sound Judgment. Informed Decisions.
Explore Valuation ServicesClarity for Important Decisions
Understanding the Value of a Business
Understanding the value of a business is important in many financial, tax, and legal matters. Whether you are considering a sale, planning for succession, resolving an ownership issue, or evaluating a major transaction, a well-supported valuation can provide the clarity needed to move forward with confidence.
At William W. Stubbs III, P.C., we provide business valuation services for closely held businesses, professional practices, and ownership interests. Our approach combines financial analysis, industry knowledge, professional judgment, and an understanding of the purpose for which the valuation will be used.
When a Valuation May Be Needed
When a Business Valuation May Be Needed
A business valuation may be appropriate in connection with:
- The purchase or sale of a business
- Ownership succession and exit planning
- Estate and gift tax matters
- Buy-sell agreements
- Shareholder or partner disputes
- Divorce and marital dissolution
- Retirement planning
- Business reorganizations
- Admission or withdrawal of an owner
- Financing and strategic planning
The purpose of the valuation is critical. A value developed for one reason may not be appropriate for another, and the applicable standard of value, valuation date, and level of ownership must all be carefully considered.
A Thoughtful Valuation Process
A Thoughtful Valuation Process
Business valuation involves more than applying a formula or industry multiple. Every business has its own operating history, financial characteristics, risks, opportunities, management structure, and market position.
Our valuation process may include:
- Reviewing historical financial statements and tax returns
- Analyzing earnings, cash flow, assets, and liabilities
- Identifying unusual or nonrecurring items
- Evaluating owner compensation and discretionary expenses
- Considering industry and economic conditions
- Assessing customer, supplier, and management concentration
- Reviewing growth prospects and business risks
- Applying appropriate valuation methods
- Evaluating discounts or premiums when relevant
- Preparing a clear and supportable valuation conclusion
We take the time to understand both the numbers and the business behind them.
Recognized Approaches
Valuation Methods
Depending on the facts and circumstances, a valuation may consider one or more recognized approaches:
- Income Approach — based on the business’s expected earnings or cash flow
- Market Approach — based on comparable transactions or market data
- Asset Approach — based on the value of the business’s underlying assets and liabilities
No single method is appropriate in every situation. The selected methods and assumptions must reflect the nature of the business, the available information, and the purpose of the engagement.
Experience and Perspective
Experience and Professional Judgment
A credible business valuation requires technical knowledge, careful analysis, and sound professional judgment.
As a CPA with experience in business advisory, taxation, financial analysis, and valuation matters, William W. Stubbs III brings a broad perspective to each engagement. This allows the valuation to be considered not only as a numerical exercise, but also in the context of the business’s tax position, ownership structure, financial performance, and long-term objectives.
Make Decisions With Greater Confidence
Whether you are planning a transaction, addressing an ownership matter, or preparing for the future, a well-reasoned valuation can help you make more informed decisions.
Contact William W. Stubbs III, P.C. to discuss your business valuation needs.
Local experience. Personal service.
Trusted guidance for life’s important
financial decisions.
Corpus Christi, Texas 78401 (361) 887-8434 wwstubbs@taxfact.com