Purchase and Sales Valuations  

Learned Tax & Financial Services provides independent, reliable information on what a business is worth (valuations). We provide fully documented valuation reports plus briefing reports to help business owners understand what the valuation means. Our valuations are accurate, timely, and affordable. Learned Tax & Financial Services helps you to understand what the key determinants of business value are, and how you can change value over time depending upon your anticipated exit strategy. Increased understanding gives you greater control over this essential element of your ultimate business success. We bring you up the learning curve, so you are more confident in approaching investors or other professionals you will need to engage to implement various business solutions.

There are a multitude of reasons such as; acquiring or disposing of a business, death of a partner, estate planning, and other transactions that have tax implications and almost always require a business valuation or appraisal. We understand that valuing a business depends on individual circumstances, and the standard of value depends on the purpose of the valuation. Therefore, we tailor our services to meet a broad spectrum of individual and company requirements, including:

  • Litigation consulting
  • Family limited partnerships
  • Mergers and acquisitions
  • Shareholder disputes
  • Business reorganizations
  • Marital dissolution
  • Buy/sell agreements
  • Employee stock option plans
  • Estate and gift tax planning
  • Lender financing requirements
When providing valuation services, we will identify the purpose of the valuation and users of the report; gather and research data; analyze financial and economic factors; apply appropriate valuation methods; and reconcile values resulting from the different valuation methods used. The end result is a professionally prepared valuation report, which includes financial and economic analysis, an explanation of our valuation methodologies, and a value estimate of your company.


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