Comprehensive Business Valuation Services

At Highland Global, we offer a full spectrum of business valuation services for privately held and family-owned businesses. Our expertise spans formal valuations, fairness opinions, limited scope engagements, and strategic valuation consulting.

Purposes for Independent Business Valuations

We provide SBA-compliant and IRS-recognized independent business valuations for a broad range of use cases, including:

• SBA Loans & Bank Lending
• Mergers & Acquisitions (M&A)
• Estate & Gift Tax Valuation
• Succession & Exit Planning
• Employee Stock Ownership Plans (ESOPs)
• Capital Raising & Investor Readiness
• Shareholder Buyouts & Disputes
• Family Limited Partnerships
• Litigation & Expert Witness Support

Valuation Services We Offer

Formal Business Valuations
Best suited for tax reporting and litigation support. These engagements include a comprehensive analysis of the company, industry, financials, and apply all relevant valuation approaches to determine fair market value or a value range.

Limited Scope Valuations
Ideal for internal strategy, acquisitions, or preliminary pricing. These may not apply all methods or extensive analysis but provide a defensible indication of value.

Fairness Opinions
Issued in transaction settings to assess whether the proposed consideration is financially “fair” to shareholders. Common in mergers, acquisitions, and shareholder disputes.

Valuation Consulting
Covers custom engagements including second-opinion reviews, expert witness testimony, or valuation-related advisory in strategic planning scenarios.

Strategic Advisory Services for Business Growth and Exits

We provide strategic financial advisory services focused on:

• Mergers & Acquisitions
• Business Sales & Divestitures
• Management Buyouts & Recapitalizations
• ESOP Structuring & Leveraged Buyouts
• Exit Strategy Planning
• Private Company Privatization

Our experienced team supports clients throughout the full M&A process—from market preparation and buyer engagement to due diligence and post-transaction integration.

Financial Analysis & Industry Research

Highland Global also offers:

• Industry & Market Research
• Business Forecasting & Projections
• Valuation Modeling for Strategic Planning
• Financial Due Diligence for Transactions

These services often complement our advisory and valuation work, but can also be provided as standalone consulting for business planning or investor readiness.

Serving the Needs of Family-Owned Businesses

We are committed to bridging the gap in financial advisory for family-owned and closely held businesses—both in the U.S. and internationally. These firms are often overlooked by traditional mid-market investment banks and valuation firms.

Our thought leadership in this area includes the publication of two highly regarded books:

• The Seven Deadly Sins of Business Valuation: Closely Held & Family Controlled Companies (2006)
• The Seven Deadly Sins of Business Valuation (2005)

We understand the unique dynamics, governance challenges, and succession planning issues that impact family-owned enterprises.

Need help navigating your next valuation or transaction? Contact Highland Global for a confidential consultation with our senior advisors.