Business Valuation for Clear, Defendable Decisions

Professional Valuations for Sales, Succession, and Lending

Rogers Tax & Consulting provides independent valuation services business owners can rely on when selling a company, bringing in a partner, planning an exit, or documenting value for banks and legal matters. We combine careful financial analysis with local market knowledge so conclusions make sense to buyers, lenders, and advisors. If your planning includes gifts or a future estate, align numbers and timing with our estate planning services to keep documents and valuations consistent.

Financial Recasting, Proven Methods, and A Clear Report

We start by recasting financial statements to show sustainable earnings, adjusting for owner compensation, nonrecurring items, and working capital needs. Valuation methods may include an income approach with discounted or capitalized cash flows, a market approach using comparable transactions, and an asset-based approach when appropriate. The result is a documented report you can share with bankers, attorneys, and potential buyers, supported by exhibits and assumptions. For smoother data collection and faster analysis, see our tax preparation services to coordinate year-end statements and schedules.

Sell, Buy, Settle, or Finance with Confidence

Selling or buying a business starts with a defendable price range that reflects cash flow, risk, and growth. Succession and estate planning benefit from a well supported figure for transfers to family or trusts. Divorces and shareholder disputes often require an independent conclusion of value. SBA loans and investor funding typically request a valuation to support underwriting. Rogers Tax CPA prepares conclusions that reflect local conditions in the Cedar Valley.

Insight, Objective Analysis, and Clear Communication

You get a valuation built on facts, not rules of thumb. We explain drivers like customer concentration, equipment age, lease terms, and working capital so stakeholders understand both value and the reasons behind it. Our knowledge of industries common to Northeast Iowa, from light manufacturing and ag related services to professional practices and retail, helps ground assumptions in reality.

Straight Answers About Business Appraisals

Practical Valuation Support for Your Next Business Decision

Tell us about your financials, ownership structure, and the decisions you’re preparing for. Rogers Tax CPA will analyze key metrics and outline the factors influencing your valuation, so you can plan with accurate numbers, realistic expectations, and a timeline that fits your goals.