Company Valuations
Company & Business Valuation
The core number every major business decision relies on – professional, transparent, and reasoned expert opinion
Selling a company, bringing in a partner, shareholder separations, raising capital, or legal disputes all start with the same fundamental question: How much is the business truly worth? The answer doesn’t appear in financial statements – book equity reflects past investments, not future earning potential.
At Dov Weinstein & Co., Certified Public Accountants, we prepare comprehensive valuations for private companies and businesses of all sizes. Every valuation is built on verified financial data, deep operational understanding, and accepted methodologies, delivered as a signed expert opinion suitable for buyers, investors, tax authorities, and courts.
When Do You Need a Professional Valuation?
Transactions & Ownership Changes
Buying or selling a company/shares, partner entries or exits, mergers and acquisitions (M&A), corporate restructuring, and family business intergenerational transfers.
Fundraising, Financing & Tax
Investor onboarding (Pre-money valuation), stock/option grants, banking facility negotiations, related-party transactions, and tax authority compliance.
Litigation, Disputes & Strategy
Expert witness opinions for court, shareholder disputes, divorce proceedings (marital asset division), inheritance estates, and strategic value growth tracking.
How We Perform Valuations (Scientific Methodology)
A reliable valuation is not an arbitrary formula, but an in-depth analysis linking financial history, current status, and future potential:
- Discounted Cash Flow (DCF): The global gold standard for active businesses. Built on historical analysis, cash flow projections, Weighted Average Cost of Capital (WACC) calculation reflecting risk, terminal value estimation, and net debt adjustments.
- Sensitivity Analysis: Testing the impact of key variables (growth rate, discount rate) on final value to ensure stability.
- Payback Period Metrics: Translating value into payback years covered by earnings – the actual framework buyers and investors think in.
- Comprehensive Report Cross-checking: Rigorous alignment of Balance Sheet, Profit & Loss, and Cash Flow Statements prior to modeling.
What Sets Dov Weinstein & Co. Apart?
| Fully Traceable & Transparent Data: Every metric in our report directly links back to financial statements – a crucial asset when defending values in court or negotiations. |
| Business Normalization Adjustments: Deep experience in isolating one-off expenses, adjusting owner compensation to market rates, and analyzing customer dependencies. |
| Signed Expert Opinion: Delivered as an official, reasoned report with a dedicated glossary, meeting strict legal, banking, and fiscal standards. |
Process Steps & Required Documents
- Introductory consultation & scope definition
- Data collection & financial statement processing
- Financial analysis, cross-checks & discrepancy identification
- Model building, sensitivity testing & valuation calculation
- Drafting the official signed expert opinion
- Reviewing results & negotiation/court support
- Audited financial statements (last 3–5 years)
- Trial balance or interim reports for current year
- Management budgets/projections (if available)
- Key client/supplier details & material contracts
- Loans, liabilities, and surplus asset details
Frequently Asked Questions
Not necessarily. The valuation establishes an objective economic baseline for negotiations. The final price depends on deal terms, market conditions, and bargaining power.
Absolutely. For unlisted small and medium enterprises, a professional valuation is the only reliable way to establish true market value for sales, partner entries, or family splits.
Yes. Our firm regularly prepares independent valuations and expert witness reports for companies that are not our ongoing audit clients.
Let’s Talk – Proper Planning Saves Money
Deciding to sell, invest, merge, or divide a business is one of the most critical decisions you will make. A well-grounded, transparent valuation makes the difference between a successful transaction and a significant financial loss. Contact us for an initial consultation.
