Business Valuations
Insightful Business Valuations

Insightful Business Valuations

Understanding and determining the unique value of a business. 

The Insightful Business Valuation Difference

Quick Turnarounds

Once we have the documents needed and have interviewed key business staff, we can deliver a detailed and thorough business valuation. 
new_icons

Unbiased Value

Valuations can be tricky and are often full of various biases. Whether your valuation is for internal or external needs, we pledge to provide an unbiased assessment of Company fair market value. 

Thorough Exploration

Valuing a business can be complex, as each is somewhat unique – especially service businesses. To value them with accuracy, you need get someone who will get under the hood and see how the business really works.  

Get Dialed In

Buyer and seller adjustments account for changes in financial position under different sets of business circumstances. These adjustments can greatly affect valuation – always evaluate them closely.  

What is business valuation?


Insightful Tax and Advisory Services has worked with businesses in Oklahoma providing business valuation services prior to the sale or merger of a company. 

Many of us are familiar with the appraisal process in real estate transactions. An independent appraiser is selected by the lender to provide an opinion of value. 

That opinion often times can make or break a real estate transaction, certainly regarding the purchase price and underlying financing. 

In business merger and acquisition transactions there is a similar valuation process, where a professional renders their opinion of value for the subject business.  

The sum of the whole is more than the parts

A business valuation should be much more than a simple evaluation of your financials, though financial certainly are a key component. Financials tell a story of a company’s performance, but you need to go much deeper to fully understand the inner workings that derive a Company’s value.  

A sample of factors that can drive business value may include but aren't limited to:
  • Customer mix
  • Accounts receiveables
  • Key contracts
  • Financial leverage
  • Asset details
  • Other intangibles
In the case of an upcoming business sale, the way a deal is structured can affect value as the new business will likely have a new tax, debt and expense structure.  

Independent vs. Closely-Held Appraisals

Some valuations need to be performed by an independent professional, essentially meaning there is no underlying relationship between service provider and subject business. In these cases, having the same firm that provides audit or tax services wouldn’t suffice as independent.

Other times, the independence requirement is not there, in which case a firm providing audit or tax services can provide the business valuation without conflict. 

There are arguments to be made for and against both independent vs. non-independent valuations. We believe that if an independent valuation is not required, then using a professional familiar with the subject business will be more efficient, meaningful and cost-effective. 

Insightful Business Valuations Can Make the Difference

If your business or a business you work with needs to determine a range of values for their business, Insightful has experience using a variety of valuation methods. 

No two business should be evaluated and valued in the exact same manner, we don’t recommend settling for a canned approach to valuing what is likely one of your biggest assets.  

Give us a call at 405.400.1230 to schedule a free consultation.  
Share by: