Expert Business Valuations

Harvest Business Advisors: Business Valuation Experts

We’re often asked by business owners and their advisors to prepare business valuations.

Often these business valuations are part of life changing or big dollar decisions. Decisions that will make a difference to you.

Shouldn’t those decisions be made with help from advisors with true professional judgment from the sale, acquisition, and valuation of privately held businesses?

That is what we do – and all we do.


Common Business Valuation Purposes:

  • Business sales and acquisitions
  • Exit Planning / Succession Planning
  • Loan approvals and SBA business valuations
  • Compliance with provisions included in a Buy / Sell agreement
  • Dispute resolution between business owners and family members
  • Estate and gift tax planning
  • Family limited partnerships
  • Stock option plans for key management
  • Personal goodwill calculations
  • Built-in-gains tax planning


Much More Than Simple Math or a So-Called Multiple

Business Valuations are much, much more than just simple math or a so called multiple. An accurate business valuation requires understanding all aspects of your business that affect your operations and your results.

This starts with the overall economy and your industry. It continues with working down to your people, processes, products, services and of course, your results.

We understand the numbers and we understand what’s behind the numbers providing resiliency and profit. We then apply that knowledge to your numbers using proven methods.  Our experience and genuine professional judgment ensure we find the correct value for your important business valuation.

We meet all standards of the Association of Independent Certified Public Accountants (AICPA)  Statement of Standards of Valuation Services (SSVS) and the standards of the National Association of Certified Valuators and Analysts.  When important to you we also meet ASA, USPAP standards.

Your business valuation is too important to be left to just anyone – so contact us if you have questions or if you are ready to start.

We will promptly respond and set up a complimentary, confidential phone call so we can understand your specific valuation needs and provide a straight forward and accurate proposal.


About Harvest Advisors

We have the knowledge and expertise to prepare a valuation report for your specific need.

We are licensed certified public accountants (CPA) and certified valuation analysts (CVA) and members of the National Association of Certified Valuation Analysts (NACVA).

Greg Caruso J.D., C.P.A., C.V.A. is the author of “The Art of Business Valuations: Accurately Valuing a Small Business” (to be published by Wiley in late 2020), an easy to understand yet technical guide about on valuing small (under $10 million revenues) and very small (under $5 million revenues) businesses.  In addition, sample reports, checklists and working Excel files of many calculations are provided as resources

Learn more about “The Art of Business Valuations: Accurately Valuing a Small Business” here

How May We Assist You?