Business Valuations Approaches & Methods

Proven standards and methodologies for accurate, defendable business valuations

George & Company delivers business valuations and appraisals that adhere to the highest professional standards. Our team follows the Uniform Standards of Professional Appraisal Practice (USPAP) and the Institute of Business Appraisers’ standards, ensuring that every valuation is thorough, credible, and defensible.

Our Approach to Business Valuations

At George & Company, we use structured, industry-standard approaches to ensure every business valuation or appraisal is accurate and defensible. Our analysts, valuators, and appraisers regularly update their expertise through continuing education, maintaining a deep understanding of proper standards, procedures, and emerging trends in business valuation.

Our valuations support a variety of business scenarios, including:

  • Potential sale or purchase of a business

  • Transition and succession planning

  • Gifting of closely held stock or partnership/LLC interests

  • Estate planning

  • Buy-sell agreements

  • Business sales and acquisitions

  • Liquidation planning

By combining rigorous methodology with real-world business insight, we provide clear, actionable valuations that help owners, investors, and advisors make informed decisions.

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Business Valuation & Appraisal Services

Different situations call for different types of business valuations. George & Company offers a range of formal reports designed to meet your specific needs:

Opinion of Value (Most Probable Selling Price)

  • Formal report primarily used by buyers, sellers, and business brokers

  • Determines reasonable selling or listing prices for middle- to upper-market businesses

Limited Summary Valuation Report

  • Abbreviated, restricted-use report suitable for non-litigation purposes

  • Typically used to establish selling prices or assist in buy-sell agreements

  • Compliant with standards from the Institute of Business Appraisers (IBA) and NACVA

Detailed Summary Valuation Report

  • Full, formal report suitable for litigation support

  • Compliant with IBA and NACVA standards

  • Provides detailed analysis for complex business transactions or disputes

If you are unsure which report is right for your situation, our team can help guide you to the appropriate solution.

Ensure Accuracy and Credibility in Every Valuation

Whether preparing for a sale, succession, or legal matter, a professional valuation conducted according to recognized standards provides clarity and confidence. Contact George & Company today to learn which valuation or appraisal service best fits your needs.

Understanding Business Valuation Components

A comprehensive business valuation considers both tangible and intangible assets. Ongoing businesses, also known as “Going Concerns,” contain value beyond physical assets. Intangible assets often include:

  • Cash flow and accounts receivable
  • Branding, trademarks, and unique company reputation

  • Customer lists, deposits, and contracts

  • Key employees, special knowledge, patents, and proprietary processes

  • Goodwill and other intangible assets

These intangible components often outweigh the value of physical assets, except in cases of insolvency or holding companies. By evaluating both tangible and intangible assets, our team provides a full understanding of a business’s true economic value.

Business Valuation vs. Asset Appraisal

Business Valuation

  • Includes tangible and intangible assets of the business

  • Focuses on “Going Concerns” where intangible value typically drives overall business value

  • Provides a comprehensive economic assessment to guide sales, transitions, or strategic planning

Asset Appraisal (provided separately by a third party appraiser)

  • Focused on tangible assets such as machinery, equipment, furniture, and real estate

  • Used for compliance with bank SBA regulations, acquisitions, bankruptcy, divorce, or partnership dissolutions

  • Essential when there is little or no intangible value, or when valuing physical assets independently of the business

George & Company ensures every valuation or appraisal is performed with precision, compliance, and professionalism, giving business owners, investors, and advisors confidence in every decision.