Business Valuation
Business Valuation Services
Clarity, confidence, and compliance — know what your business is worth and why.
What We Do
At Providencia Advisors, we deliver independent, high-quality business valuations for a range of needs — from estate planning and ownership transitions to strategic planning and decision-making.
Whether you’re transferring shares to family, preparing for a potential sale, or simply want to understand your company’s value, our valuation reports are clear, defensible, and built to professional standards.
Types of Valuations We Provide
What You Can Expect
- USPAP, AICPA & NACVA -compliant reports
- Tailored, in-depth financial analysis grounded in the company’s specific facts, industry dynamics, and purpose of the valuation — not a one-size-fits-all model
- Application of relevant valuation discounts (e.g., lack of control or marketability)
- Clear exhibits and reader-friendly reports
Why It Matters
A well-supported valuation protects you, your family, and your financial future. It avoids costly disputes, supports strategic decisions, and is required by the IRS in many gifting and estate planning situations.
Who We Work With
- Business owners and founders
- Estate planning attorneys
- Wealth managers & family offices
- CPAs and tax advisors
Contact us to request a sample report or discuss your situation