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Business Valuation
OUR SERVICES
Whether you're planning a business exit, benchmarking your growth, or simply curious about where your company stands, understanding your business’s true value is a powerful strategic asset. At Jones Global CPA & Advisory Group, our valuation services go beyond basic numbers. We provide clarity, context, and a clear path forward.
These valuations are especially helpful for owners navigating transitions, internal restructuring, equity changes, or personal financial planning. They are intended for internal purposes only and are not suitable for IRS filings, legal proceedings, or SBA loan applications. This allows you to receive a decision-ready report without the added cost or complexity of a certified appraisal.
Our Engagement Tier
Comprehensive Business Valuation Report
Valuation Methods
Fair Market Value (Equity Value)
Enterprise Value
Asset Sale Value
Liquidation Value
Ratio Analysis & Benchmarking
Industry Percentile & Rank Analysis
1-on-1 Review Session (Optional)
Net Worth Analysis (Add-On)
Personal/Household Net Worth Overview
Ratio Analysis & Benchmarking
Over 9 million American citizens and green card holders live abroad—but nearly 1 in every 5 are unsure if they’ve met their U.S. tax filing obligations.
As global mobility and remote work continue to rise, so does the demand for expert cross-border tax preparation and global financial planning—growing over 500% in just the past five years.
Our Tailored Approach
Knowing your business’s value is a powerful starting point. We provide a clear, data-informed valuation that helps you understand where your company stands today—and how that value fits into the bigger picture.
Business Valuation
Knowing your business’s value is a powerful starting point. We provide a clear, data-informed valuation that helps you understand where your company stands today—and how that value fits into the bigger picture.
During our engagement, we: Calculate your business’s fair market value using industry-norm valuation models Provide multiple estimates—equity, asset, enterprise, and liquidation Benchmark your standing against similar businesses at both local and national levels Highlight key indicators and trends that may influence your next strategic move Deliver a comprehensive report and guide you through it in a one-on-one strategy session Touch on any next steps and future plans you may want to discuss
Our business valuations are designed to support internal decision-making, strategic business planning, and personal wealth planning. These reports are not intended for IRS substantiation, divorce litigation, estate proceedings, SBA lending, or any circumstance requiring a certified or court-admissible appraisal. For a full list of supported and unsupported uses, please review our Valuation Disclaimer.
Permitted Uses:
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Determine your business’s current market value
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Prepare for a business exit, succession, or transition
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Benchmark growth and performance
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Evaluate compensation, equity structure, and reinvestment
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Facilitate internal buyouts or buy-sell discussions
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Plan around tax code elections at the entity or individual level
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Estimate business equity for net worth analysis
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Support any other purpose mutually agreed-upon by all parties (excluding those listed below)
Prohibited Uses:
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IRS or state-related filings
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Legal proceedings (e.g., divorce, probate, estate, business disputes, etc.)
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SBA loans over $500k
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ESOPs
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Certified M&A or buy-sell agreements
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Accredited investor qualification
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Any use requiring USPAP, NACVA, ASA, or AICPA SSVS No. 1 compliance
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Third-party reliance without that party’s written approval
For a full list of supported and unsupported uses, please review our Valuation Disclaimer.
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What's Your Business Worth?
Whether you're planning a business transition, refining your financial strategy, or simply seeking clarity on your company’s value, our role is to provide structure, insight, and a clear next step. Use the calendar below to schedule your introductory valuation call.
Select a time that works for you. We look forward to connecting!