Business valuation

Don't leave money on the table.
Our advisors can help determine the right price.

Our professionals know the art and science of valuation

Business valuation is often described as both art and science. It combines both quantitative and qualitative information-gathering and analysis to reach a value for a business entity. Our professionals have the experience and expertise to help you determine the right price.

Learn why our process is unique.

Business valuation

Consider who benefits

Any organization seeking to establish value for (among many possible reasons):

  • Estate, inheritance or gift tax
  • Mergers, acquisitions and spin-offs
  • Succession and transaction planning
  • Cross-purchase and buy-sell agreements
  • Values-based planning
  • Employee stock ownership plans
  • Litigation (such as divorce or domestic dispute)
  • Minority shareholder interests
  • Subchapter S elections
  • Charitable contributions
  • Personal financial statements
  • Issuing stock
Consider the benefits

Establish a clear value for an organization through an objective third party

Protect both buyers and sellers of organizations in transition

Avoid business value being set by the IRS, which could result in owing additional taxes

Meet regulatory requirements

Help families set the value of a family-owned business

How AGH's business valuation service can help

AGH’s corporate finance and business valuation specialists possess the credentials and experience that regulatory and taxing authorities respect in order to deliver a valid and defensible business valuation in case of challenge to the valuation. AGH has one of the region's most experienced staff of professional, accredited business appraisers with the industry's highest credentials.

AGH’s team members have the credentials and certifications recognized as industry standards. The appraiser’s work must comply with Uniform Standards for Professional Appraisal Practice (USPAP), Statement on Standards for Valuation Services (SSVS), Internal Revenue Service (IRS) rulings, and GAAP. Each of the following four credentials signify that the appraiser has met rigorous standards for knowledge and experience and that a comprehensive review of his or her work met required business valuation and documentation standards.

Depth of appraiser resources and continuity

In addition to credentialing, AGH delivers other important advantages. AGH’s team offers multiple credentialed professionals who can assist if a valuation is contested in the future. Valuations are only as good as the professionals backing them up. Furthermore, the collaboration between professionals results in more defensible reports. AGH has conducted business valuation engagements for more than 20 years, and has had multiple credentialed business valuation professionals on staff for more than 10 years. The firm is committed to maintaining an ongoing, multiple-professional business valuation service now and into the future. Because of the inherent subjectivity in the valuation process, it is common for the IRS or other involved parties to challenge those valuations that might favor the client. Accordingly, it’s important that the firm providing the business valuation always be prepared to support its work.

Industry-specific expertise

In addition to their valuation credentials, valuation professionals can deliver a more accurate appraisal if they have relevant industry experience. Because our professionals have all worked extensively with closely held and family businesses across most industries, AGH brings unique expertise to bear for your valuation work.

Contact us to see how we can help you determine the right value.

Cathy Mitchell

Vice President , Corporate Finance Services

Cathy Mitchell joined AGH in 2010. Her focus is providing valuation and tax services primarily to closely held and family-owned businesses. Related to her valuation work, Cathy has completed extensive training in the specialized field of business valuation and earned the American Institute of Certified Public Accountants (AICPA) accreditation in business valuation (ABV) credential. In addition to providing valuations for many purposes, she provides litigation support services for those integral to divorces and other contested matters.

Prior to joining AGH, Cathy was a member of an international CPA firm, where she was promoted to tax manager. Following that, she established and managed her own tax preparation and business consulting firm for 14 years. She received her bachelor’s degree in accounting from the University of Kansas and earned gold key for top scorer in Kansas and the Elijah Watts Sells award for earning one of the top scores nationwide on the CPA exam. Cathy is a member of both the AICPA and the Kansas Society of Certified Public Accountants, for which she serves on the steering committee for its annual business valuation conference. She also speaks regularly on business valuation and other topics to professional groups and students.