Defensible Business Valuations for Owners, Advisors & Attorneys in Southern California
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Business Valuation Firm
We do ONE thing: business valuations that hold up under scrutiny. Our professionals are fully accredited (NACVA, AICPA / ABV) and follow Revenue Ruling 59-60, AICPA guidance and USPAP so our reports can be relied on in tax, transaction, and litigation settings. You valuation will be thorough and defensible.
Why OP Valuetions don't fall apart under scrutiny:
We learn the business. Every engagement starts with management interviews, a review of normalized financials, and an understanding of the business model, not just a spreadsheet
We use multiple methods and reconcile them. Income, asset and market approaches are considered where appropriate; differences are reconciled and explained.
We write for the reviewers. Reports are drafted so that IRS agents, judges, opposing experts, and lenders can follow the logic and the support behind each conclusion.
Business Valuations
Business valuations are performed for a wide variety of reasons; these include gift, income, and estate tax planning; succession and retirement planning; and in instances of marital dissolution.
Independent Valuations
We are most skilled in Estate Tax valuations, independent ESOP valuations, limited partnership valuations, SBA valuations, M&A valuations, and valuations for buy-sell agreements.
Valuation Services For
Valuations that support negotiation, financing, and buyer due diligence.
Neutral or advocate valuations that comply with court rules and withstand cross-examination.
Valuation formulas that make sense in real life-not just on paper.
Independent ESOP valuations that satisfy trustees and DOL expectations.
Reports prepared to support filing positions and respond to IRS questions.
Expert reports and testimony with clear assumptions and support.
Business or Individual Valuations
About the Partners
Thomas F. O’Brien, CPA / CVA
Also a Founding Partner of O’Brien & Panchuk, focuses on partnering with privately-held and family-owned businesses to assist with making quality decisions regarding succession planning, mergers & acquisitions, and business valuation services.
Maxym S. Panchuk, CPA / ABV
Max is a Founding Partner of OP Business Valuations. He is a Certified Public Accountant, earning his accreditation in Business Valuation via the American Institute of Certified Public Accountants.
