The Trusted Advisor

As a CPA, your clients depend on you for much more than just tax and bookkeeping services. Often the only professional counselor to small businesses, the CPA provides input on issues ranging from obtaining financing to purchasing real estate.  

By understanding the drivers of value in your clients' businesses, you will be better prepared to provide counsel regarding family transitions and outright sales of your client ownership interests. 

Goodwill Impairment Testing

With the advent of fair value accounting, businesses are now required to report impairment of goodwill for acquired business units.  Testing for goodwill impairment can be quite expensive, and it's risky to have the business owners perform this calculation themselves without guidance.

Our business appraisal toolkits provide your clients with a standardized approach for valuing their acquired business units, and you can feel comfortable knowing the valuation conclusion is based on objective market data.

Expense of Market Data

With the most comprehensive transaction databases costing in excess of $1,000 per month, reliable market data is prohibitively expensive for most practicioners.  Further, a significant amount of time and skill is needed to parse market data to reveal relevant valuation multiples in the industry. 

The Equitas Business Appraisal Toolkits provide an economical way for CPA's to understand the value inherent in their clients' businesses.   

Equitas Industry-Specific Appraisal Toolkits

Equitas business appraisal toolkits provide everything needed to perform a supportable valuation of business interests in a matter of hours:

• Provides everything needed for Step One of goodwill impairment testing as directed by SFAS 142 / ASC 350

• With a simplied format, our appraisal toolkits are easily understood by both CPA's and business owners

• Our toolkits clearly illustrate current earnings multiples and income capitalization rates for the industry

• Calculation summary with easy-to-follow instructions on valuing business interests based on market data

View the resources included in
each Business Appraisal Toolkit