Valuation Services

Understanding Business Valuation

In today’s global environment, accurate valuations are critical for financial reporting, tax planning, litigation, mergers and acquisitions, and more. At Withum, our Valuation Consulting Services Team has the experience and trusted name you can rely on to help you meet your valuation needs in a timely and effective manner.

We also offer specialized services for SBA loan programs, real estate, healthcare, complex financial instruments, and other valuation needs. Our team has a deep understanding of industry-specific regulations, with which Withum ensures accurate, defensible valuations to meet your business’s strategic goals.

We recognize that a valuation is not a simple numbers exercise. Instead, we combine our technical skills and practical experience to provide objective advice that aligns with your business goals. We work to understand your business dynamics, as well as sector and value drivers to provide service that goes beyond borders. Withum’s Valuation Services Team can help you address your valuation requirements with greater efficiency and confidence.

Why We Value

  • Financial Reporting
  • Tax Compliance
  • Exit Strategy Planning
  • Raising Capital
  • Buy-Sell Agreements
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Why Withum

Withum’s Valuation Services Team offers expert valuation services tailored to the needs of Private Equity firms, Investment Banks, Investment Professionals, Large Enterprises, Middle Market Companies, Small Businesses, and individuals. Our team holds advanced certifications including CVA, ASA, ABV, CFF, CFA, and CPA, ensuring regulatory compliance with IRS, SEC, FASB, AICPA, FINRA, ASC, and all other standards.

Our team has a deep understanding of industry-specific regulations, with which Withum ensures accurate, defensible valuations to meet your business’s strategic goals.

business value, business growth

Business Valuation Quote Request

Today’s global environment has elevated the importance of valuations that support financial reporting, tax planning, litigation, mergers and acquisitions and more. Our team prides itself on delivering reliable results, competitive pricing and a quick turnaround time.

Request a Quote

Connect with our Leaders

brian mcintyre headshot
Partner, Service Leader
Princeton, NJ – Corporate Headquarters
thomas reck headshot
Partner
Saddle Brook, NJ
Jack Cacchiotti headshot
Partner
Providence, RI
zach smith headshot
Lead
Saddle Brook, NJ
brian johnston headshot
Lead
Saddle Brook, NJ

Valuation Insights

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On‑Site vs. Desktop Equipment Appraisals for SBA 7a Loans: How Lenders Should Decide

Lenders working on an SBA loan involving the purchase or collateralization of equipment often face a critical decision: should they opt for a desktop or on-site equipment appraisal? For 504 loans, SBA SOP 50 10 8 states “the equipment appraisal needs to be a written document from a person that is qualified to provide a…

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Redemptions and Reality: Rethinking Liquidity in Private Credit

As the Financial Times reported on April 2, the U.S. Treasury is urging regulators to convene now on the risks building in private credit—an indication that concerns around governance gaps in the sector are beginning to intensify. Recent redemption constraints weren’t a sign of failure in private credit, but they did bring a long-standing tension…

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What Mamdani’s Estate Tax Proposal Could Mean for New York Estate Planning

For many New Yorkers, estate tax planning has felt like something that could wait. Under current law, that reaction is understandable. New York’s basic exclusion amount for 2026 is $7.35 million, which means many families and business owners still feel comfortably outside the state estate tax conversation. That is why the recent proposal linked to…

Contact Us

For more information or to discuss your business needs, please connect with a member of our team.