Our team of valuation experts deliver accurate, defensible results every time, strategically customized to meet your goals.

Business valuation is the process of determining the fair market value of a business or business interest. Valuations are used in a variety of situations, such as when a business is being sold, acquired, merged, or when there is a dispute between shareholders or partners. Often closely-held business owners need a business appraisal for estate and gift tax administration and planning purposes.

There are a number of factors that can affect the value of a business, including the company’s:

  • Financial performance and future prospects
  • Assets and liabilities
  • Competitive position
  • Management team
  • Industry and market
  • Risks facing its business

The value of a business can vary depending on the specific circumstances of the business and the valuation method used. It is important to consult with a qualified business appraiser to determine the fair market value of a business.

Benefits of having a business valuation

It can help you determine the fair market value of your business, which can be helpful if you are considering selling or buying a business.

It can help you determine the value of your business for tax purposes.

It can help you resolve disputes between shareholders or partners.

It can help you plan for your retirement or succession plan.

If you are considering having a business valuation done , there are a few things you should keep in mind:

The cost of a business valuation can vary depending on the size and complexity of your business.

It is important to choose a qualified business appraiser who has experience valuing businesses.

You should be prepared to provide the appraiser with financial information about your business, such as income statements, balance sheets, and cash flow statements.

Having a business valuation done can be a valuable tool for business owners. It can help you make informed decisions about the future of your business.

Estate/Gift and Other Tax Planning and Administration

Preparation of a comprehensive business appraisal is an important part of a host of tax-related situations. Our tax-related valuation team prepares appraisals in accordance with relevant appraisal standards (ASA, AICPA, NACVA, USPAP,). In addition, our team focuses on education regarding the latest developments in both tax court case precedent and practice.

The following outlines specific focus areas of our tax-related services:

  • Estate and Gift Tax Support Purposes

  • Estate Tax Administration

  • IRC 409a Opinions

  • IRC 83b Election Support

  • Family Limited Partnership and Limited Liability Company Discount Studies

  • S-Election Purposes

  • Personal Goodwill Opinions

Capital Events
Equity Programs

Infinity advises clients regarding the design of equity programs offered to key management employees that arise from succession or transition planning. Our analysis includes the necessary research and investigation, interviews with key personnel, and analysis of the financial records and governance documentation to allow our clients to implement effective programs consistent with their talent management objectives. Our projects consider various equity grant and/or purchase arrangements that will include the following key attributes:


  • The initial amount of equity offered to key employees;
  • Funding alternatives;
  • Future program structure to accommodate additional equity offers;
  • Valuation sensitivity analysis;
  • Implications of non-operating real estate assets;
  • Retention and other talent management concerns;
  • Governance aspects pertaining to control and other matters
Divorce and Family Law

Our Approach

Infinity Advisory Services’ professionals have deep expertise in all aspects of private company valuations including financial opinions with respect to valuation, solvency, capital adequacy, and fairness opinions relating to all types of business transactions. Our team consistently delivers accurate, timely advice to our clients in our core competence focus areas that include alternative asset valuations for portfolios with illiquid securities, complex securities, financial reporting valuation analyses, and tax, compliance, and planning requirements.

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400 Northridge Road
Suite 515
Atlanta, Georgia 30350


(470) 575-0055

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