Schneider Downs provides comprehensive business valuation solutions backed by decades of experience, helping organizations navigate financial, regulatory and tax challenges with confidence.
The valuation of any business or asset is a complex task. It includes, among other things, detailed financial analyses, a deep understanding of the subject company and the industry/economic environment in which it operates, and the proper application of multiple valuation techniques. The necessary insight required to prepare a reasoned and supportable valuation analysis is the product of both significant real-world experience and a theoretical understanding of key business valuation concepts.
With more than 50 years’ collective experience, the team at Schneider Downs brings deep insight and technical expertise to deliver service excellence across a comprehensive range of valuation services, including:
When facing bankruptcy, valuation services help you determine the fair market value of your assets and liabilities. Through clear, data‑driven analyses, you gain the insight needed to make confident decisions about restructuring, liquidation, asset disposition and creditor negotiations, ultimately guiding you toward the best possible financial outcome.
When preparing a buy/sell agreement, valuations help you determine the true value of ownership interests in your privately held company. With this clarity, you can smoothly facilitate ownership transfers triggered by retirement, death or gifting, ensuring fairness and protecting your financial future.
Estate and gift tax valuations help you establish the fair market value of the ownership interests being transferred, ensuring compliance, fairness and confidence in your planning decisions. Our team of professionals provides detailed, IRS-compliant documentation to support every valuation. We carefully evaluate and apply discounts for lack of marketability and lack of control, as permitted by IRS guidelines, a thorough process that allows you to achieve your estate and gift planning goals while minimizing audit risk.
With our fair‑value reporting services under ASC 820, you gain accurate valuations of assets and liabilities for your financial statements. By applying accepted methodologies and working closely with auditors, we ensure your reporting meets regulatory requirements and industry standards, giving you both confidence in compliance and transparency.
When navigating a merger or acquisition, you need to determine the fair value of assets and liabilities as part of purchase price allocation under ASC 805. Our systematic approach grants you clarity by gathering detailed financial and operational data, identifying both tangible and intangible assets, and applying proven valuation techniques. Throughout the process, we work closely with your management team and auditors to ensure accuracy, compliance and confidence in every decision.
When assessing goodwill and intangible assets under ASC 350 and 360, valuations help you determine whether their carrying value exceeds fair value, signaling a potential write‑down. Through a rigorous process that examines financial performance, market conditions and industry benchmarks, our team helps you gain clear insight into possible impairment and the confidence to act decisively.
With valuation services for incentive compensation under ASC 718, you gain a clear picture of the fair value of your stock‑based awards, which ensures accurate expense recognition, keeps your reporting fully compliant with accounting standards and gives you confidence in both transparency and regulatory alignment.
Valuations for mergers, acquisitions and divestitures give you clear insight into the value of businesses, assets or divisions involved in a transaction. With comprehensive analysis and deep industry expertise, our team is poised to help you gain the support needed for negotiations, due diligence and strategic decision‑making so you can move forward with confidence.
Business valuations for S Corporation elections provide you with the clarity needed to structure the election properly and understand the tax implications for shareholders, allowing you to make informed decisions and optimize your financial strategy.
When disagreements arise among shareholders, you need clarity and certainty. Our valuation services establish the true value of ownership interests, giving you the foundation to move forward. You’ll receive objective, well-documented analyses designed to support fair settlements and strengthen your position in legal proceedings so you can resolve disputes efficiently and protect your interests.
When managing transactions between related entities, accuracy matters. Our transfer pricing valuations help you determine the appropriate value for every transaction, ensuring compliance with tax regulations and minimizing audit risk. You gain defensible analyses backed by technical proficiency and deep industry knowledge so you can move forward with confidence and peace of mind.
Our valuation professionals combine real-world transaction experience with technical proficiency and well-documented methodologies to address the unique financial, regulatory and compliance considerations present in every engagement.
We deliver valuation solutions across a wide range of industries, including construction, energy, healthcare, automotive dealerships, banking, manufacturing, professional services, transportation and logistics, private equity, real estate and related sectors.
We maintain a strong commitment to continuous learning and professional excellence. Our team members hold industry-recognized credentials, including Certified Valuation Analyst (CVA) designations from the National Association of Certified Valuators and Analysts and Accredited in Business Valuation (ABV) credentials from the American Institute of Certified Public Accountants, qualifications that ensure our work aligns with current professional standards and delivers accurate, reliable and defensible valuations.
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Article Summary: Five Key SOX Considerations for SRCs in 2026 SRCs face a different SOX compliance landscape than accelerated filers ...
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