Harper Hofer and Associates

Business Valuation

If your story is about business value, we can help. We know how to interpret financial, organizational, economic and industry information and boil it down to the value of a business or ownership interest based on your specific circumstances. We have experience in valuing small, single-owner businesses to national businesses with complex capital structures to foreign-owned entities. Our valuation experience spans all industries, and we’ve valued businesses for every purpose, including income tax purposes, financial reporting, transactions, internal planning, and litigation matters, among others.  

Our credentialed and respected valuation professionals are well versed in the theoretical and practical issues that impact business valuation. Our experienced team provides high-quality valuation services that meet our clients’ specific needs. We also have extensive experience in supporting clients in a range of litigation matters, including expert witness testimony and valuation analyses that assist our clients in court.

Business Valuation
Business Valuation

We drill down through complex valuation issues and unique situations. We make your story understandable to clients, attorneys, judges, and juries, and deliver it with the insight and impact critical to your success. Our independent, defensible valuations are grounded in best practices and withstand scrutiny by judges, juries, other experts, and auditors.

What We Value

  • Closely-held operating businesses
  • Professional services firms
  • Family limited partnerships
  • Limited liability companies
  • Multi-tiered entities
  • Start-up and early-stage companies
  • Real estate holding companies
  • Mineral / oil & gas holding companies
  • Investment holding companies
  • Joint ventures
  • Partnerships
  • S corporations
  • C corporations
  • Minority interests
  • Controlling interests
  • 50% ownership interests
  • Intellectual property
  • Pensions and individual retirement plans
  • Thinly-traded public company stock
  • Derivative instruments
  • Convertible debt
  • Preferred stock, common stock
  • Complex financial instruments
  • Share-based compensation
  • Stock options, exotic options, and warrants

Why We Value

  • Estate and gift tax planning 
  • Tax compliance
  • Buying and selling businesses
  • Marital dissolution (divorce) 
  • Business dissolutions 
  • Business disputes
  • Dissenting shareholding actions
  • Buy-sell agreements
  • Mergers and acquisitions
  • Financial reporting
  • Employee stock ownership plans (ESOPs)
  • Litigation support
  • Management planning and other business decisions
  • Economic loss
  • Valuation reviews and rebuttals
  • IRC Section 409A Deferred compensation
  • FASB ASC 718 Employee stock compensation
  • FASB ASC 815 Derivatives 
  • FASB ASC 820 Fair value
  • S corporation conversions 
  • Solvency opinions 
  • Intellectual property infringement
  • Business destruction loss
  • Fairness opinions
  • Partnership and shareholder buy-in/buy-outs
  • Closely-held operating businesses
  • Professional services firms
  • Family limited partnerships
  • Limited liability companies
  • Multi-tiered entities
  • Start-up and early-stage companies
  • Real estate holding companies
  • Mineral / oil & gas holding companies
  • Investment holding companies
  • Joint ventures
  • Partnerships
  • S corporations
  • C corporations
  • Minority interests
  • Controlling interests
  • 50% ownership interests
  • Intellectual property
  • Pensions and individual retirement plans
  • Thinly-traded public company stock
  • Derivative instruments
  • Convertible debt
  • Preferred stock, common stock
  • Complex financial instruments
  • Share-based compensation
  • Stock options, exotic options, and warrants
  • Estate and gift tax planning 
  • Tax compliance
  • Buying and selling businesses
  • Marital dissolution (divorce) 
  • Business dissolutions 
  • Business disputes
  • Dissenting shareholding actions
  • Buy-sell agreements
  • Mergers and acquisitions
  • Financial reporting
  • Employee stock ownership plans (ESOPs)
  • Litigation support
  • Management planning and other business decisions
  • Economic loss
  • Valuation reviews and rebuttals
  • IRC Section 409A Deferred compensation
  • FASB ASC 718 Employee stock compensation
  • FASB ASC 815 Derivatives 
  • FASB ASC 820 Fair value
  • S corporation conversions 
  • Solvency opinions 
  • Intellectual property infringement
  • Business destruction loss
  • Fairness opinions
  • Partnership and shareholder buy-in/buy-outs