Business Valuation Services

California business valuation services

At Morey CPA & Associates, Inc. we specialize in business valuation services. Whether you need to estimate the value of a business for litigation, insurance needs, a merger, or a buy-sell agreement, we’re fully qualified to assist you. We are Accredited in Business Valuation (ABV) so we uphold the highest standards in determining the value of a business. First, we methodically analyze financial data including tangible and intangible assets. Then we consider how the industry your business operates in and other economic factors affect the overall value. We carefully scrutinize all this information to accurately calculate the current business value.

If you're interested in discussing your business valuation needs with a local California, CA CPA firm in more detail, give us a call at 949-485-2011. We offer a free initial consultation.

Mergers and Acquisitions

A reliable business valuation is a critical component in formulating a deal for the sale or purchase of a business. A business valuation conducted by Morey CPA & Associates, Inc. will assist in negotiations and facilitate the best outcome for both parties

Buy-Sell Agreements

Buy-sell agreements are a critical part of planning for the future of any business with multiple owners. The value of the business plays an integral role in these plans and we can help by interpreting the financial data and delivering conclusions that best represent the present state of your business.

Tax Planning

Our business valuation services are perfect for tax planning purposes including estate planning, gift taxes and overall tax minimization.

ctc logo

Jerry Morey has earned the special designation of being a Certified Tax Coach (CTC). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you.