Business Valuations

Specialty Valuation

A business’s value can carry significant legal and tax implications. In these situations, you need a Certified Business Appraiser on your side.

We produce detailed reports that thoroughly examine the drivers of your business’s value, tailored to the requirements of complex scenarios such as legal disputes, estate planning, or reviews by the IRS, SBA, or other government agencies.

Estimate My Practice Value

When It Matters Most

Defensible Valuation for Complex Business and Legal Needs.

Beyond certified appraisals, we also provide expert witness testimony to support our findings in settlements, litigation, and other legal proceedings.

Specialty valuation is designed for situations where standard valuation assumptions may not be enough and where the report needs to stand up to deeper review.

Our specialty valuations extend beyond our core industry focus to address a broader range of complex needs—most notably divorce-related valuations—along with CPA firm valuations, OSJ and aggregator business models, valuations for your business owner clients, and family office practices with multiple business lines.

Common Uses

Specialty Valuations
Provide Defensible Data

These valuations are built for unique situations where value must be clearly
documented, explained, and supported.

✓ Divorce

✓ Estate and Gift Tax

✓ Shareholder / Owner Disputes

✓ FINRA Disputes

✓ CPA / Accounting

✓ OSJ and Branch Value

✓ Multiple Entities

✓ Other Complex Situations

01 / Financial Review

In-Depth Business Assessment

Perform an in-depth assessment of the past 3–5 years of financial data for your business. This includes identifying changes or volatility, the factors impacting those changes, and developing a deep understanding of the operations of the business.

02 / Goodwill Analysis

Relationship & Goodwill Evaluation

In states where goodwill is a factor in legal settlements, our experts analyze business relationships to identify when and how those relationships arose and what activities went into developing those accounts.

03 / Expert Testimony

Court & Discovery Support

Provide expert witness testimony in court along with support identifying and addressing discovery issues that may arise during contested valuation matters.

04 / Litigation Preparation

Preparation for Court

Prepare for court by meeting with you and your attorney to help prepare cross-examination questions, conduct interviews, and analyze relevant evidence and discovery.

Why Specialty Valuation

A Fully Engaged, Customized Process Built Around Your Needs

Customized Engagement — Every specialty valuation begins with understanding your situation, your documentation needs, and the level of support required.

Defensible Reporting — We prepare valuation work designed to support legal, tax, dispute, and complex business scenarios.

Expert Support — When needed, we can provide expert witness testimony to support findings in settlements, litigation, or legal proceedings.

Our Process

A Consultative Process
for Unique Valuation Needs.

Due to the unique nature of situations that require this level of support, our service
operates on a retainer basis similar to that of a legal advisor.

Submit Inquiry

Start

Submit Inquiry

Tell us about your situation, timeline, and what type of valuation support you need.

Consult

Initial Review

We take a consultative approach to understand your needs, parties involved, and required documentation.

Scope

Proposal

Our team provides a proposal outlining services, obligations, and guidelines for retainer and billing.

Support

Valuation Work

We complete the valuation engagement and provide additional support or testimony as necessary.

❝

David H.
Independent Financial Advisor

Working with Advisor Legacy gave me clarity on what my practice was actually worth — and a roadmap for what came next. They understand this industry in a way most consultants simply don’t.

❝

Aubrey Herman
Wealth Manager

The coaching process changed how I see my role in my own firm. I stopped being the bottleneck and started being the architect. That shift has been transformational.

❝

Marjorie Larson, CFP®
Retiring Practice Owner

Advisor Legacy walked us through the entire transition — valuation, deal structure, and close. They protected our clients and our team every step of the way.

❝

David H.
Independent Financial Advisor

Working with Advisor Legacy gave me clarity on what my practice was actually worth — and a roadmap for what came next. They understand this industry in a way most consultants simply don’t.

❝

Aubrey Herman
Wealth Manager

The coaching process changed how I see my role in my own firm. I stopped being the bottleneck and started being the architect. That shift has been transformational.

❝

Marjorie Larson, CFP®
Retiring Practice Owner

Advisor Legacy walked us through the entire transition — valuation, deal structure, and close. They protected our clients and our team every step of the way.

❝

Andy Huggins, CFP®
Advisory Practice Owner

I had no idea how to value what I'd built. After the valuation process, I felt confident for the first time — about the number, and about what to do with it.

❝

Brian Britt, CFP®
Independent Advisor

The PracticeProtect program gave me — and my clients — peace of mind. Knowing there's a plan if something unexpected happens is something every advisor should have.

❝

Craig Donowho, CFP®
Practice Seller

From deal structuring to close, the Advisor Legacy team was there. They understood the emotional side of transition just as much as the financial side. That made all the difference.

❝

Andy Huggins, CFP®
Advisory Practice Owner

I had no idea how to value what I'd built. After the valuation process, I felt confident for the first time — about the number, and about what to do with it.

❝

Brian Britt, CFP®
Independent Advisor

The PracticeProtect program gave me — and my clients — peace of mind. Knowing there's a plan if something unexpected happens is something every advisor should have.

❝

Craig Donowho, CFP®
Practice Seller

From deal structuring to close, the Advisor Legacy team was there. They understood the emotional side of transition just as much as the financial side. That made all the difference.

Need a Valuation That Can Stand Up
to Scrutiny?

Whether you are navigating a legal matter, tax issue, dispute, estate planning need, or complex business situation, Advisor Legacy can help establish value with clarity and confidence.

Book a Meeting

Submit Inquiry

Value Your Practice

Buy or Sell a Practice

Grow your Practice

Protect your Practice

Business Valuations

Specialty Valuation

When It Matters Most

Defensible Valuation for Complex Business and Legal Needs.

Common Uses

Specialty Valuations
Provide Defensible Data

What’s Included