Services

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Daniel M. Rosio

317.580.2337

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Valuations

INVALUABLE ADVICE.

Katz, Sapper & Miller’s Valuation Services Group provides you with the information you require; whether creating or updating a buy/sell agreement, developing an estate plan or gift program, or implementing a corporate merger or acquisition, our professionals can provide the valuation expertise needed. We value many types of businesses including partnerships, LLCs, corporations, not-for-profit organizations, and governmental entities.

Valuation needs include the following:

  • Blockage discount appraisals
  • Buy/sell agreements
  • ESOP
  • Estate/gift tax
  • Fair value (ASC 805 and ASC 820)
  • Family-limited partnership and LLC valuations
  • Financing/leveraged buyouts
  • Healthcare industry valuations
  • Impairment studies (ASC 350)
  • Litigation, including divorce and shareholder disputes
  • Mediation and arbitration
  • Mergers and acquisitions
  • Minority interest appraisals
  • Purchase price allocation studies (ASC 805)
  • Recapitalizations
  • Stock options
  • Transportation calculation of value
  • U.S. Small Business Administration (SBA) loan appraisals

When a valuation is conducted, all relevant approaches are considered including asset, income, and market approaches. Our professionals follow a comprehensive due diligence process which includes conducting onsite interviews, performing industry and competitor research, and examining company specific and other relevant factors.

Katz, Sapper & Miller’s Valuation Services Group is comprised of professionals with specialized expertise who dedicate 100 percent of their time and talent to valuations. That singular focus, plus ongoing involvement in industry and professional associations, assures we can offer the most accurate information to make the right decisions.