Certified Valuation
A certified business valuation you can rely on.
Prepared by CFAs and CPAs with ABV and CVA credentials using industry-standard methodologies accepted by the IRS, SBA, and courts. Understand what your business is worth so you can plan strategically, negotiate confidently, and prepare for what's next.
When you need a Certified Valuation
A certified valuation provides an accurate, evidence-based understanding of your company’s worth.
Estate & Gift Planning
Establish a defensible value for estate, gift, and trust planning — required for IRS filings and critical for minimizing tax exposure on intergenerational transfers.
IRS Tax Compliance
Meet IRS requirements for 409A, Section 1202 (QSBS), charitable contributions, and other tax events with a valuation that holds up under review.
Partner Buy-In / Buy-Out
Price a partner transaction fairly with an independent, evidence-based valuation — protecting both incoming and exiting owners.
M&A Transactions
Enter negotiations with a credible, third-party view of value — whether you're preparing to sell, acquiring, or responding to an inbound offer.
SBA & Commercial Lending
Satisfy SBA 7(a), 504, and commercial lender requirements with a valuation that meets SOP 50 10 standards and closes loans faster.
Legal Support
Support attorneys and their clients with independent, credible valuations for buy-sell agreements, shareholder matters, dissolutions, and mediated settlements — helping resolve disputes and close transactions efficiently, without the cost of litigation.
What’s included in your Certified Valuation
A comprehensive valuation report prepared using industry-standard methodologies and IRS Revenue Ruling 59-60 principles.
Valuation Methodology
- Asset Approach valuation
- Income Approach valuation
- Market Approach valuation
- Cost of Capital calculation
- Fair Market Value determination
- Explanation of valuation methodology
Financial Analysis
- Normalized financial statements
- Forecasted financial statements
- Detailed financial ratios and analysis
- Liquidity and working capital analysis
- Cash flow analysis
Industry & Comparables
- Company and sector overview
- Industry analysis and outlook
- Comparable company analysis
- Industry benchmarking
- Market transaction data
- Risk factor assessment
Deliverables
- Detailed written valuation report
- Prepared by CFAs and CPAs with ABV and CVA credentials
- Consistent with IRS Rev. Ruling 59-60
- Industry-standard methodologies
- 1-year FMV Insights subscription
- Ongoing access to AI analyst
How It Works
From engagement to delivery, typically within one week.
Submit Your Financials
Upload your tax returns and year-to-date financial statements, then complete a brief survey about your business. Our platform extracts and normalizes your financial data for analysis.
Expert Analysis
A CFA or CPA with ABV and CVA credentials reviews your financials, applies Asset, Income, and Market approaches, and prepares a comprehensive valuation using industry-standard methodologies consistent with IRS Revenue Ruling 59-60.
Receive Your Report
Receive your Certified Valuation report, typically within one week. Use it to inform strategic decisions, prepare for exit, and enter negotiations with confidence.
Trusted by thousands of companies and their professional advisors.
Trust and reliability
Fair Market Value is designed with the highest commitment to trust, security, and compliance.
Simple, transparent pricing
Certified Valuation
Know your number with a comprehensive valuation report
- Comprehensive written valuation report
- Asset, Income, and Market approach valuations
- Consistent with IRS Rev. Ruling 59-60 principles
- Prepared by CFAs and CPAs with ABV and CVA credentials
- Industry analysis and comparable company data
- 1-year FMV Insights subscription included
Frequently asked questions
A Certified Valuation is a comprehensive business valuation report prepared using industry-standard valuation methodologies consistent with IRS Revenue Ruling 59-60 principles. It includes analysis using Asset, Income, and Market approaches, prepared by CFAs and CPAs with ABV and CVA credentials. This report helps you understand your company’s value for strategic planning, exit preparation, and informed decision-making.
Certified Valuations are typically delivered within approximately one week of receiving all required financial documentation. Complex engagements or situations requiring additional analysis may take longer.
Fair Market Value Certified Valuations are prepared using industry-standard valuation methodologies consistent with IRS Revenue Ruling 59-60 principles. Each report is prepared by CFAs and CPAs with ABV and CVA credentials using Asset, Income, and Market approaches.
IRS Revenue Ruling 59-60 is a foundational guidance document that outlines the factors to consider when valuing closely held businesses. It establishes the framework for determining Fair Market Value, including analysis of the company’s history, economic outlook, financial condition, earnings capacity, dividend-paying capacity, goodwill, and comparable sales. Our valuations follow these principles to ensure a thorough, defensible analysis.
Typically, we need 3–5 years of financial statements (income statement, balance sheet) and tax returns. You can connect your QuickBooks or Xero account directly, or upload PDF documents. Our team will let you know if any additional information is needed for your specific situation.
Yes. Every Certified Valuation includes a complimentary 1-year subscription to FMV Insights, giving you ongoing access to unlimited valuation assessments, private company benchmarking, and our AI-powered financial analyst.
Know your number.
A comprehensive business valuation prepared by CFAs and CPAs with ABV and CVA credentials. Typically delivered within one week.