Valuation & Advisory

Understanding what a business or asset is truly worth isn’t just a compliance exercise, it’s the cornerstone of confident, strategic decision-making. At Atherton & Associates, our valuations are rigorous, defensible, and designed to support your most important financial, legal, and transactional goals.

Why Accurate Valuation Matters

Whether you’re preparing for a sale, planning succession, navigating a shareholder dispute, or evaluating growth opportunities, a reliable valuation provides the clarity you need to move forward with confidence. A strong valuation helps you:

Negotiate from a position of financial insight
Satisfy regulatory, tax, and financial reporting requirements
Support long-term estate and wealth transfer planning
Understand the drivers behind growth, value, and risk

Valuation isn’t just a number—it’s a strategic tool for making informed decisions that protect and enhance value.

Our Approach

Our team applies established valuation methodologies with independence, technical accuracy, and professional skepticism. But numbers alone don’t tell the whole story. We interpret the data, highlight the value drivers, and deliver practical insights that guide decision-making. Every valuation we prepare is built to withstand scrutiny from auditors, regulators, attorneys, and financial institutions—while still being clear, usable, and strategically meaningful for stakeholders.

Valuation & Advisory Services

Business Valuations

Independent valuations for closely held companies, professional practices, partnerships, and early-stage businesses.

Transaction Support

Fairness opinions, buy-sell valuations, and deal readiness analysis.

Succession & Wealth Transfer Planning

Valuations for generational transfers, gifting strategies, and estate planning.

Litigation Support

Expert valuation opinions for shareholder disputes, marital dissolution, and economic damages.

Financial Reporting

Purchase price allocations, goodwill impairment testing, and intangible asset valuation under GAAP standards.

Why Atherton & Associates

Valuations demand more than formulas—they require judgment, credibility, and a deep understanding of what truly drives value. As CPAs and advisors, we bring both technical expertise and strategic perspective. Our valuations are:

Defensible

Prepared in accordance with AICPA, IRS, and NACVA standards.

Strategic

Focused on identifying and interpreting the factors that influence value.

Practical

Aligned with your objectives, whether you need compliance documentation or strategic insight.

Integrated expertise

Our consulting teams work closely with our tax and accounting professionals to deliver coordinated, well-rounded advice.

When to Consider Valuation & Advisory Services

This service is especially valuable when you are:

Preparing to sell your business or exploring an acquisition
Transitioning ownership to family members or key employees
Facing a shareholder dispute or legal disagreement
Planning for estate, gift, or wealth transfer strategies
Raising capital or seeking investors
Evaluating long-term growth opportunities
Navigating financial reporting requirements such as purchase price allocations or impairment testing

A valuation provides the clarity you need to make informed, confident decisions.

What You’ll Receive

With our valuation services, you can expect:

A comprehensive, defensible valuation report prepared in accordance with AICPA, IRS, and USPAP standards
Clear explanations of valuation methods and how they apply to your business
Detailed analysis of financial performance, market conditions, and value drivers
Practical insights and strategic recommendations tailored to your objectives
Supporting documentation suitable for auditors, regulators, attorneys, lenders, or tax authorities
A review meeting to walk through findings, answer questions, and discuss next steps