Formal Business Valuation for Family Transfers and Estate Planning

If you are transferring your business to a family member, planning your estate, or working through a buy-sell agreement, you need a number — and it needs to hold up.

A casual estimate won't protect you at the negotiating table, with the IRS, or with other family members who weren't part of the conversation. A formal, third-party valuation from an experienced M&A advisor gives everyone a defensible baseline and removes the guesswork from one of the most important financial decisions your family will make.

 

Who This Is For

  • Business owners transferring ownership to a child or family member

  • Owners working with an estate attorney or CPA on succession planning

  • Partnerships or multi-owner businesses with a buy-sell agreement that needs a current valuation

  • Owners who want a formal number on record before entering any transition conversation

 

What You Get

  • A formal written valuation prepared by a licensed California M&A advisor

  • Based on your last three years of financials

  • Delivered within 10 to 14 business days

  • Includes a summary of the methodology and key value drivers

  • Fully confidential

 

Why It Matters

Family transfers go sideways most often not because of bad intentions — but because there was no agreed-upon number going in. One side feels they gave too much. The other feels they overpaid. Other family members weigh in after the fact.

A third-party valuation takes that off the table. It gives your attorney and CPA something to work from, it protects the seller from undervaluing decades of work, and it protects the buyer from inheriting a dispute.

CBA has advised on and closed transactions across every exit structure. We understand how businesses are valued in the real market — not just on paper.

Request Your Business Valuation

This is a paid engagement. To get started, fill out the form below and a member of our team will follow up within one business day to confirm scope, timeline, and fee.