Business Valuations — Independent & Defensible

A business valuation is a formal, independent assessment of what a business is worth. Valuations are required in a wide range of situations — buying or selling a company, bringing in a partner, executing a partner buyout, resolving a dispute, satisfying IRS requirements, or complying with ERISA for retirement plan reporting. At Ledgers-Jonesboro, we prepare independent business valuations that are thorough, defensible, and tailored to the specific purpose at hand.

One of the most common reasons our clients need a valuation is to support a Rollover as Business Startup (ROBS) transaction. In a ROBS arrangement, an entrepreneur uses funds from their retirement account to fund a new business without taking a taxable distribution. The IRS and the Department of Labor require that the business be valued at fair market value at the time of the transaction and that an annual valuation be performed to support the ongoing Form 5500 filing requirements for the retirement plan. Our valuations are prepared to meet these standards, giving you and your plan administrator the documentation needed to stay compliant year after year.

Beyond ROBS, we provide valuations for business owners who are preparing to sell, seeking investment, executing a buy-sell agreement, or going through an ownership transition. We use recognized valuation methodologies — including the income approach, the market approach, and the asset-based approach — and we select the method or combination of methods that best fits your business and the purpose of the valuation. We consider financial history, industry trends, comparable transactions, intangible assets, and the specific circumstances that affect your company's value.