Business Valuations – Montana

Determining the value of a business is essential when involved in a transaction, merger, acquisition or when preparing to sell your company.  Uncovering the true value of the organization is an important first step for many Montana companies.

Business Appraisal Services – Montana

Business valuations are conducted by specially trained financial professionals that evaluate various factors including financial statements, revenue, profitability, assets, liabilities, market conditions, customer base, risk factors and economic conditions. While the goal, depending on your needs, is an independent conclusion of value or calculation of value, the final report also contains important information about the strengths and weaknesses that offer clues on how to maximize the value of your business.

Beyond transactions, there are other situations when a business valuation may be required. Often, Montana attorneys will request a valuation when an owner is involved in commercial litigation, marital disputes, estate planning and dispute resolution. Business valuations may also be needed for internal decision making to obtain financing, succession plan or obtain insurance coverage.

Business Valuation Experience – Montana

Adams Brown, Strategic Allies and CPAs, provides valuation services to business owners and attorneys in Montana. Whether you need a conclusion of value or a calculation of value, we have years of experience conducting methodical and independent valuations of businesses. Beyond this, our team holds a variety of valuation certifications including:

  • Accredited Senior Appraiser (ASA),
  • Certified Valuation Analyst (CVA) and
  • Accredited in Business Valuations (ABV).

Montana Valuation Services

Serving your business valuation and calculation needs in these areas and situations:

  • Investments: mergers and acquisitions, ESOP valuations, sale of a business, succession planning, goodwill valuation and quality of earnings determinations.
  • Taxation issues: estate and gift tax compliance, capital gains tax issues, tax disputes with a government entity, stock compensation and non-qualified deferred compensation plans.
  • Financial reporting: compliance with purchase price allocation requirements and intangible assets and goodwill impairment requirements.
  • Litigation: partnership & shareholder disputes, determination of business damages or lost profits marital dissolution, bankruptcy court proceedings, intellectual property valuations and probate proceedings.

About Montana

One of the defining features of the Montana business landscape is its emphasis on outdoor recreation and tourism. The state’s vast wilderness areas, national parks like Glacier and Yellowstone and world-class fly-fishing rivers attract millions of visitors each year. This influx of tourists sustains a vibrant hospitality industry including hotels, restaurants and adventure tourism businesses.

Montana’s agricultural heritage remains a vital part of its economy. The state is known for its cattle ranches, wheat farms and barley production with agriculture playing a crucial role in both the state’s history and modern economy. Agricultural cooperatives and food processing companies contribute significantly to the state’s business community.

In recent years, Montana has also seen growth in its technology and innovation sectors. Cities like Bozeman have become hotspots for startups and tech companies. The presence of Montana State University has helped create a talent pipeline in STEM fields attracting companies focused on software development, biotechnology and aerospace.