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, Market Leader, Valuation Services
Princeton, NJ – Corporate Headquarters
thomas reck headshot
Partner, Team Leader, Forensics and Valuation Services
Saddle Brook, NJ
Jack Cacchiotti headshot
Partner
Providence, RI
brian johnston headshot
Lead, Tangible Asset Valuation
Saddle Brook, NJ

Valuation Insights

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A stethoscope rests over a chart with fluctuating colorful data lines, suggesting health/financial
Valuation as an Operating Discipline in Digital Health: A CFO Playbook 

In digital health, valuation is often treated as a technical requirement-something performed for compliance, reporting, or transaction support. For CFOs, however, valuation is most valuable when it functions as a recurring operating discipline: a structured way to understand risk, test assumptions, and inform decisions under uncertainty. Used correctly, valuation does not simply answer questions of…

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Common Errors in SBA Business Valuations: A Practical Checklist for Lenders

As SBA loan default rates rise, it is increasingly important for lenders to ensure that business valuations supporting SBA loans are well‑reasoned, internally consistent, and reflective of the business’s actual ability to service debt as of the valuation date. While there are many reasons a loan may ultimately default, overpaying for a business materially increases…

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Dynamic city skyline with overlaying financial data analysis and stock market trends during sunset.
The AICPA’s 2025 Update Isn’t a Rule Change — It’s a Reality Check for Valuations

For years, private company valuations operated in a world that rewarded precision in theory more than alignment with reality. Models were refined, assumptions debated, and outputs carefully constructed — often with limited visibility into how the market itself was actually behaving. The American Institute of Certified Public Accountants’ 2025 update doesn’t introduce sweeping new rules….

Contact Us

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