Robert W. Davis CPA

Tax Preparation | Estate Planning | Accounting | Business Valuation

Serving San Diego Since 1986

Business Valuation Services

Every business should have a documented dollar value in the event the business must be liquidated in a divorce, sold to a partner because of a death, or gifted to beneficiaries.

Comprehensive training produces an unusually competent professional who is uniquely qualified to define and evaluate the tangible and intangible assets of a business. This involves obtaining appraisals, comparing them to similar situations, establishing risk factors and computing discounts.

Our valuation services are backed by the highest industry standards and professionalism. This guarantees your business will receive the full value it deserves. Among our support services are

  • Expert divorce attorneys
  • Estate planners
  • Insurance agents
Business Valuation Services
  • Valuations of Closely-Held Businesses
  • Long Form Valuation Reports
  • Short Form Valuation Reports
  • Buy/Sell Agreements
  • Expert Witness Testimony
  • Competitive Comparisons
  • Marital Financial Positions
Complimentary Consultation

To our new clients, we offer a one-hour complimentary consultation to evaluate your financial needs.

Our intent is to empower you with the information you need to help you start planning for a more prosperous financial future.

Please call (760) 434-7762 for your free consultation.