Business Valuation Firm Louisiana
Chaffe & Associates (“Chaffe”), a leading business valuation firm serving Louisiana can protect your financial future with a valuation grounded in local market realities and rigorous standards. Business owners in Louisiana can rely on us when determining their company’s value. With over 40 years of experience, our team provides accredited business appraisals for succession planning, litigation, tax, and acquisition throughout the state of Louisiana.
Whether navigating a Louisiana District Court dispute or preparing for a sale, you access insights from professionals with Accredited in Business Valuation (American Institute of Certified Public Accountants) and Accredited Senior Appraiser (American Society of Appraisers) credentials. Experience “The Chaffe Difference.”
For Louisiana Clients – Our Business Valuation Process
Chaffe’s five-step business valuation process provides clear results for Louisiana businesses. We begin with an initial assessment to define the valuation scope, followed by the collection and analysis of financial and operational data. Based on the purpose of the engagement, our analysts apply the Income, Market, and/or Asset Approach to develop a customized valuation. After reviewing draft conclusions, we deliver a comprehensive valuation report. Confidentiality is maintained throughout every stage of the process.
The Three Approaches: A Weighted Conclusion, Not an Average
Our business valuation firm serving Louisiana provides reliable, well-supported appraisals that thoughtfully integrate the Market, Income, and Asset Approaches. Our analysts evaluate the specific facts and circumstances of each engagement to determine the appropriate weighting of these approaches. For example, for a service-based business greater emphasis might be placed on future earnings, while real estate holding companies may rely more heavily on underlying net asset values. This disciplined reconciliation process results in a fair market value conclusion that is capable of withstanding scrutiny, including IRS review.
- The Income Approach
The Income Approach converts anticipated future economic benefits into a single present value by applying a risk-adjusted discount or capitalization rate of projected cash flows.
- The Market Approach
The Market Approach determines the value of a business by analyzing the market prices and valuation multiples of similar publicly traded companies or available merger and acquisition transactions for private and publicly traded companies.
- The Asset Approach
When applying the Asset Approach, we determine the value of a business by adjusting all individual assets and liabilities by the current Fair Market Values (“FMV”). This computation results in the value of the assets as well as the net equity.
How do I get my business appraised?
Completing an appraisal involves selecting a credentialed professional such as ASA or ABV. Expect to produce at least three to five years of financial statements/tax returns, and organizational documents. The analyst reviews these records, conducts interviews, and may apply the Income Approach, Market Approach and Asset Approach, as relevant.
Who completes the valuation?
Chaffe’s dedicated professionals holding the ASA or ABV designations perform these complex financial analyses for Louisiana clients of all sizes. Selecting a credentialed appraiser ensures these individuals possess rigorous training in FMV standards and valuation analysis.Professional Credentials Withstanding Scrutiny
Understanding Intangible Value: Enterprise vs. Personal Goodwill
Goodwill is typically associated with the intangible value of your firm. Enterprise goodwill belongs within the business structure. Personal goodwill, in contrast, follows the individual. Specifically, valuing personal goodwill creates clarity during divorce litigation. In addition, classifying goodwill components can impact purchase price tax liability.
What is a professionally prepared valuation?
A formal appraisal represents a detailed business valuation following recognized professional guidelines, by an analyst holding ASA or ABV credentials. These reports document the application of the Income Approach, Market Approach, and Asset Approach. A professionally prepared valuation satisfies the IRS qualified appraisal requirements.
In addition, owners use these reports for estate and gift tax valuation or during litigation within a Louisiana District Court. Obtaining a professional FMV also provides the financial benchmark necessary for acquisitions, and long-term strategic growth.
Chaffe’s Business Valuation Services
Chaffe delivers business valuation services for local Louisiana businesses. Our firm excels in developing valuation reports for virtually all purposes. The skilled business appraisers at Chaffe serve clients in determining Fair Market Value and Fair Value with business valuations and intangible asset valuations for many important financial situations. Owners, executives, and attorneys request these valuations for ownership transitions, IRS compliance, shareholder disputes, and financial reporting. Contact us today for more information about a business valuation.
Financial Reporting Valuation Services
Under current financial reporting standards, companies must rely on rigorous valuation analyses to support their financial statements. Our valuation professionals perform a range of financial reporting valuations, including Purchase Price Allocations (ASC 805) following business combinations and Goodwill Impairment Testing, helping companies comply with accounting standards and withstand auditor review.Valuation for Legal & Litigation Support
As part of our legal and litigation support valuation practice, Chaffe offers expert witness testimony services. When our business valuation firm serves Louisiana clients as an expert witness, we apply rigorous standards.
Resolving marital dissolution or shareholder and partnership disputes requires valuation opinions that can withstand cross-examination. We are equipped to serve as an expert witness in a variety of situations, from marital dissolution to shareholder dispute cases in a Louisiana District Court litigation.
Valuation for Selling or Transferring a Business
Selling or transferring your business calls for financial clarity. Our pre-sale value and exit planning consulting identifies specific value drivers before you go-to-market, and assists you in examining your exit alternatives. These reliable assessments facilitate smoother transitions and reasonable pricing throughout the entire business sale process.Tax Valuation Services
Tax-driven valuations play a critical role in estate planning and tax compliance. Estate and gift tax valuations help safeguard family wealth by supporting ownership transfers and meeting IRS reporting requirements.
We also provide valuations for charitable contributions, ensuring qualified documentation for tax filings. In addition, documenting Qualified Small Business Stock (“QSBS”) eligibility through well-supported valuation analysis can unlock significant tax savings for shareholders in a stock sale.
Serving Louisiana With Industry Focus
Chaffe delivers business valuations to companies built on decades of experience across all industries including industrials, healthcare, distribution, and business services companies. We understand how local economic conditions influence company values and EBITDA Multiples. These localized insights produce reliable business valuations for Louisiana businesses.
Valuation and the Louisiana Economic Landscape
The Louisiana economy shapes company values in the area with the regional economic landscape, molding EBITDA multiples, and expected returns across the state. The local economy and market conditions depend on organizations such as:
- Lumen Technologies
- Amedisys
- Cleco
- Tulane University
- East Jefferson General Hospital
- Loyola University
- New Orleans Saints
- New Orleans Chamber of Commerce
The status of Louisiana’s labor economy may be found at Louisiana.gov.
Contact Chaffe
Want to learn more about how Chaffe’s credentialed business valuation professionals can help you with a business appraisal for your company? Contact Chaffe & Associates today at (504) 524-1801 or Info@Chaffe-Associates.com to learn more about “The Chaffe Difference.”
Founded in 1982, Chaffe & Associates is a leading Southeastern investment bank and business valuation firm. Located in downtown New Orleans at 201 St. Charles Ave., Suite 1410, Louisiana, 70170, we serve clients across the Southeast including Louisiana, Alabama, Mississippi, Tennessee, Texas, Georgia, and Florida.