Get Business Valuation Services
You’ll Really Value.

Wallace Valuation Advisors has been specializing in the valuation of business enterprises and financial assets for over 25 years. Our firm’s valuation professionals are accredited by the American Society of Appraisers, the American Society of Certified Public Accountants, the Institute of Business Appraisers, and the National Association of Certified Valuation Analysts.

See recent examples of our business valuation engagements.

Experienced in Multiple Industries

We have successfully helped business enterprises throughout Northern California, and have appraised companies in a variety of industries including agri-business, real estate, manufacturing, medical/dental, service and high tech.

Comprehensive Valuation Services

Our business valuation services include:

  • Estate and Gift Tax
  • Buy-Sell Agreements
  • Business and Personal Goodwill
  • Section 2000 / Dissenting Shareholder
  • Covenants Not To Compete
  • Intangible Assets
  • Purchase Price Allocation
  • Promissory Notes
  • Eminent Domain

Wallace Valuation Advisors performs valuations of business enterprises for estate and gift tax purposes. These valuations often require a determination of the appropriate valuation discount including minority (or lack of control), marketability, key man, portfolio and other discounts as applicable. We’ve performed analyses of discounts for general and limited partnership interests, membership interests in limited liability companies, S and C Corporations, and undivided interests in real property. Over the years, we have successfully defended discount appraisals that have come under audit by the IRS.

In addition to the valuation of equity interests in business enterprises, our firm values personal goodwill, business goodwill, covenants not to compete, intangible assets, purchase price allocation, and promissory notes (both secured and unsecured).

For more information on the Firm’s valuation services, please contact: