Our Partners

At The Washington Valuation Group (WVG), we collaborate with professionals across various disciplines to deliver expert business valuation services. Whether you’re a CPA, attorney, estate planner, or financial advisor, our partnership allows you to provide your clients with high-quality valuations while leveraging our specialized expertise.

 

Certified Public Accountants (CPAs)

We routinely partner with CPAs and accounting firms to help them offer business valuation services without the need to develop an in-house practice. This is particularly valuable for smaller firms where building a valuation department may not be cost-effective. How We Support CPAs and Accounting Firms:
Our valuation services address a wide range of client needs, including:

• Valuations for Tax Reporting: Ensure compliance with IRS requirements for estate and gift tax filings.

• Estate Planning / Gift Tax: Provide defensible valuations for gifting strategies and estate planning purposes.

• Divorce Proceedings: Deliver accurate business valuations to support equitable asset division in divorce cases.

• C-Corp Conversions: Assist in determining fair market value for C-Corp to S-Corp conversions.

• Business Sales/Purchases: Validate pricing for transactions to ensure fair value for buyers and sellers.

By partnering with WVG, CPAs can enhance their service offerings while focusing on their core areas of expertise.

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Attorneys

WVG works closely with attorneys on a variety of legal matters, serving as either a consulting expert or an expert witness. Our team prepares thorough, defensible valuation reports and can also analyze valuation reports prepared by other parties to identify strengths or weaknesses. Common Scenarios Where We Work with Attorneys:

• Divorce Proceedings: Provide business valuations to ensure equitable distribution of marital assets.

• Estates and Gifts: Deliver valuations for estate planning or gift tax purposes in compliance with IRS guidelines.

• Lost Profits / Economic Damages: Quantify financial losses in litigation involving breach of contract, negligence, or other disputes.

• Buy-Sell Agreements: Prepare valuations for ownership transfers or funding cross-purchase agreements through insurance policies.

Note: Involve us early in the process to save time and resources for your client. Early input often results in more efficient outcomes and stronger cases.

 

Estate Planners and Financial/Wealth Advisors

We frequently collaborate with estate planners and financial advisors to assist their clients with wealth transfer strategies, liquidity events, and other financial planning needs. How We Support Estate Planners and Advisors:

• Gifting Valuations: Perform valuations for both majority and minority interests (applying discounts such as DLOC and DLOM) in private companies, including FLPs, FLLCs, holding companies, and operating businesses. These valuations are critical for estate plans or upon the death of a shareholder.

• Liquidity Events: Help clients prepare for significant liquidity events by valuing their illiquid operating companies. Understanding the company’s value is essential for integrating sale proceeds into a comprehensive financial plan. We work closely with advisors to ensure the liquidity event becomes an investable asset that aligns with the client’s long-term goals.

Note: As with attorneys, involving us early in the process allows us to provide strategic input that can save time and resources while delivering optimal results.

 

Why Partner with The Washington Valuation Group?

• Specialized Expertise: Decades of experience providing valuations across diverse industries and scenarios ensure reliable results you can trust.

• Collaborative Approach: We work seamlessly alongside CPAs, attorneys, estate planners, and advisors to enhance client outcomes.

• Defensible Reports: Our reports are thorough, well-documented, and compliant with professional standards such as NACVA guidelines and IRS Revenue Ruling 59-60.

• Time-Saving Solutions: Early involvement allows us to streamline processes and deliver efficient results tailored to your client’s needs.

 

At The Washington Valuation Group, we value our partnerships with trusted professionals who share our commitment to excellence. Contact us today to learn how we can support you in delivering exceptional service to your clients.