Business Valuations and Succession Planning


Business Valuations and Succession Planning


A business owner’s interest in their business is typically their most valuable asset.  That is why Insight Accounting Group offers business valuation and succession planning services.  Our team includes a CPA/CVA with over 15 years of experience helping business owners value and successfully sell or transfer their companies.

Our business valuation group is headed by Robert Mendoza, CPA/CVA.  Robert has been accredited as a “certified valuation analyst” by the National Association of Certified Valuation Analysts.  With the use of a Certified Valuation Analyst (CVA), Insight can value a business interest for various situations, including the following:

  • Buy/Sell Agreements
  • Charitable Contributions
  • Damages for Disruption of a Business
  • Divorce Litigation
  • Dissenting Shareholder Actions
  • Gifting Programs and Gift Taxes
  • Life Insurance
  • Partner Disputes and Split-Ups
  • Succession or Exit Planning

By using the services of a CVA, you are increasing the probability that your valuation report will hold up in state or federal courts and Internal Revenue proceedings.

Insight has prepared various reports ranging from opinion letters to full valuation reports.  We work closely with attorneys to provide expert valuation advice and testimony.  We also possess expertise in examining and critiquing the work of other valuators.  

Another great reason for obtaining a business valuation is to use it as a management tool.  A prime objective of any business is to improve and maximize its value.  A properly prepared business valuation provides management with insightful information that helps identify company strengths and weaknesses that affect value, allowing management to focus more effectively on places that really count.  A business valuation, prepared on a continued basis, also serves as a management tool that helps owners evaluate overall progress toward goals and management effectiveness.


Requirements to earn the Certified Valuation Analyst (CVA) designation include being a licensed Certified Public Accountant, completing NACVA’s five-day training program, and successfully completing the association’s comprehensive examination.  CVA’s provide business valuation and litigation consulting services.  They are uniquely qualified by virtue of the knowledge they have gained earning their CPA and CVA designations, their experience in tax, auditing, accounting for small businesses, and financial analysis.  Of the utmost importance is one’s affiliation with a recognized valuation organization such as the National Association of Certified Valuation Analysts (NACVA).  Members of the NACVA are required to adhere to industry standards in performing valuation services and communicating their conclusions of value.  Standards are intended to assure users the services they receive meet an industry-acceptable level of due care, including the thoroughness of the analysis and communicating the results.  Furthermore, industry standards require adherence to ethical guidelines in the performance of valuation engagements, providing added assurance to users that the valuator they hire performs his or her services conscientiously and competently to the best of his or her abilities.