Business Valuation

What is the business worth? Jones & Roth can answer that question.

​It is critical you have a sound, professional business appraisal by a certified appraiser whether you are selling or buying a business or an interest in a business, planning your estate, preparing the tax filing of an estate, settling a contract dispute, or involved in a divorce. Valuing a business requires a broad scope of technical and business experience. Judgment, analysis, and independence are key factors in the services we offer clients.

We apply sound appraisal techniques and a thorough understanding of corporate finance and today’s tax laws to provide a valuation tailored to your business and situation. We have experience in appraising interests in all business types (corporations, general and limited partnerships, LLCs, proprietorships, including real estate joint ventures/undivided fractional interests) in virtually all industries.

Our business valuation team is one of the most experienced teams in Oregon. Led by Bill Mason, ASA, CPA/ABV, CFF, our team has served as expert witnesses for our clients in US Tax Court, Federal District Court and state courts on valuation matters and have been appointed by courts to advise them on valuation matters.

CPA/ABV – Certified Public Accountants with an Accreditation in Business Valuation American Institute of Certified Public Accountants

ASA – Accredited Senior Appraisers in Business Valuation American Society of Appraisers

CFF – Certified in Financial Forensics  American Institute of Certified Public Accountants


Business Valuation News

Big Changes in Estate Taxes and Planning Opportunities

Big Changes in Estate Taxes and Planning Opportunities

Aren’t estate taxes and estate planning based on the “fair market” value of assets at the date of death or the date of the gift? You only thought so! Fair Market Value is defined as “…the price at which property would change hands between a willing buyer and a willing seller…

Confusion Between Income Approaches

Confusion Between Income Approaches

Capitalization of Earnings versus Discounted Cash Flow. Which calculation relies on greater speculation? Does the court need some education? Is your appraiser not properly incorporating available financial information, or has the appraiser not asked all the pertinent questions?…

Business Valuation Team


William V. Mason, ASA, CPA/ABV, CFF

William V. Mason, ASA, CPA/ABV, CFF

Managing Senior Financial Analyst

Bio

Jason Bolt, CFA/ASA

Jason Bolt, CFA/ASA

Business Valuation Manager