Business Valuations – San Diego (CA)

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Business Appraisals – San Diego (CA)

Many business owners in San Diego and across California contemplate conducting a business valuation when it comes time for a transaction. While an independent determination of a company’s value is necessary before a transaction, a valuation has many other uses. The details contained within the report can provide important insight into how economic, competitive, global, and legal factors impact bottom-line value. These details can help management better understand the current market and the potential changes that can help drive value. Using a valuation as a planning tool can provide immense value before a transaction commences. There are other situations when a valuation may be required. These include seeking new financing, updating shareholder or partnership agreements, conducting estate and gift tax planning during succession planning, and benchmarking purposes.

We  work closely with attorneys throughout California, including San Diego, to assist when a valuation is needed for litigation purposes. This often occurs during divorce proceedings, partner disputes, damage assessments, executive compensation, partnership dissolution, and much more. Valuations for litigation purposes required a more experienced and technically proficient appraiser, with court room experience, to connect the dots and provide evidence for the case.

San Diego Business Valuation Experience

Belfint, Lyons & Shuman works with business owners and attorneys in San Diego and California to conduct business appraisals. Our team has years of experience conducting independent and objective valuations for transactional, planning, and litigation purposes. Our team of experienced professionals holds the Certified Valuation Analyst (CVA) and Accredited in Business Valuation (ABV) credentials. Combining technical acumen and practical expertise allows us to deliver the best experience possible.

San Diego Business Valuations

Our valuation professionals take a comprehensive approach to valuing business interests. This is essential because rarely is there an established market for San Diego’s closely held business interests. Our process includes:

  • Conducting an in-depth analysis of the latest market data.
  • Implementing the latest techniques to arrive at an accurate valuation.
  • Creating a business valuation report that is accurate and defensible against outside scrutiny.
  • Reviewing the latest administrative rulings and other regulatory concerns to ensure the valuation complies with the highest professional standards.

Contact Our San Diego Business Valuation Team

Belfint, Lyons & Shuman conduct business appraisals for San Diego and California companies from our Delaware headquarters. To learn more about our valuation services, complete the form below, and a team member will contact you shortly.

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About the San Diego (CA) Business Community

Seal of the State of California. The San Diego business community is a vibrant and diverse economic landscape, significantly influenced by its strategic location and robust infrastructure. Key industries include defense and military, with numerous bases and defense contractors anchoring the local economy. The city’s proximity to the Pacific Ocean and Mexico fosters a strong maritime trade and logistics sector, while the presence of major research institutions such as UC San Diego propels the biotechnology and life sciences industries. The technology sector is also on the rise, with a growing number of startups and established tech companies choosing San Diego for its innovation-friendly environment and skilled workforce.

San Diego’s tourism and hospitality industry is another critical component of its economic fabric, bolstered by the city’s beautiful beaches, favorable climate, and world-renowned attractions like the San Diego Zoo and Balboa Park. The real estate market is robust, with ongoing development projects catering to both residential and commercial needs. Additionally, the city emphasizes sustainability and green initiatives, which are reflected in various eco-friendly business practices and urban planning efforts. The business community is also actively engaged in social responsibility initiatives, focusing on diversity, inclusion, and community development, which helps create a supportive and thriving environment for all residents and businesses. The area codes used in San Diego (CA) are 619 and 858.

National Reach

Belfint CPAs also provides business valuation services to companies in Atlanta (GA), Baltimore (MD), Buffalo (NY), Charleston (SC), Charlotte (NC), Chicago (IL), Denver (CO), Detroit (MI), Houston (TX), Indianapolis (IN), Las Vegas (NV), Lexington (KY), Los Angeles (CA), Minneapolis (MN), Nashville (TN), New Orleans (LA), Omaha (NE), Orlando (FL), Philadelphia (PA), Phoenix (AZ), Richmond (VA), Salt Lake (UT), Santa Fe (NM), St Louis (MO), Tulsa (OK), Wichita (KS), and Wilmington (DE).

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Need Additional Information?

If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!

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