There are many reasons why you may want a valuation for your business. All business owners wonder how much their business is worth. In other situations, a valuation is actually required for IRS or financial reporting purposes. Common situations where ClearPath is hired to provide valuation services include:

Mergers and Acquisitions

ASC 805 (Purchase Price Allocations)

Valuing an Acquisition Target

Evaluating an Acquisition Offer

Dispute Resolution

Shareholder or Partnership Disputes and Buyouts

Litigation Support

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ESOPs and Equity Compensation

Employee Stock Ownership Plans (ESOPs)

Stock Appreciation Rights (SARs)



Gifting and Estate Tax

Section 409A

Section 338(H)(10)

Section 1060

Our Approach


Our valuation service is designed for you, your business, and the industry in which you operate. Unlike other cookie-cutter valuation firms, we understand every business is different and must be analyzed carefully. We take pride in the fact that our research, modeling, and analysis is done in-house, and in-house only.

Our experts learn your business inside-and-out, resulting in valuations that are clear, realistic, and defensible if challenged. Alongside our valuation report, we take the time to explain in real-world business terms the “why” behind your valuation.

Each valuation engagement follows a similar process:

1. Intro Call

Introductory call to define the purpose and scope of the valuation and subsequently send you our full proposal.

2. Data Collection and Q&A Calls

After you formally engage with us, we send over an information request list with all the information we need to review in order to value your business. Common items include financial statements going back several years, recent tax returns, corporate documents, etc.

During this phase we also schedule a Q&A call with you to discuss business operations and your expectations for future revenue and profits.

3. Financial Analysis & Research

Once we have all of the information that we requested, we begin our financial analysis of your business. During this phase we also examine the industry you operate in for trends and M&A activity.

4. Valuation and Modeling

After our research and financial analysis is complete, we fine-tune our valuation models and begin writing up our findings.

5. Presentation of Draft Report

At ClearPath, we want to make sure we get it right. Accordingly, we share a draft valuation report with you before its finished. Then we schedule a call with you to review and make sure our valuation assumptions accurately represent your business. If necessary, we make adjustments to this draft before we issue the final draft.

6. Issue Final Report

Our last step is to put our writeup through a rigorous quality-control process and then issue the final report to you.

Why Choose ClearPath?

Valuations based on real-world M&A experience

Our team works on live M&A transactions every day. This means that valuation isn’t a theoretical concept we learned from a book – we apply these concepts in the real world and are participants in the M&A marketplace.

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Certified in Business Valuations

Your valuation will be prepared by a Certified Valuation Analyst and your valuation report will adhere to the rigorous professional guidelines of the National Association of Certified Valuators and Analysts.

Hundreds of Valuation Engagements Completed

ClearPaths team has worked on hundreds of valuation engagements across a variety of industries.