Business Valuations
At Benchmark Business Valuations, we specialize in delivering comprehensive and defensible valuation reports to meet the diverse needs of businesses, investors, and stakeholders. Our reports provide clear, well-supported financial insights, ensuring accuracy, transparency, and compliance with industry standards.
Our Valuation Reports Include:
- Business Valuation Reports – Detailed assessments of company value for mergers, acquisitions, and strategic planning.
- Fair Market Value Analysis – Independent valuations for tax purposes and investment decisions.
- Litigation & Dispute Resolution Reports – Valuation reports to support legal cases, shareholder disputes, and financial damages claims. See Litigation Support tab for more details.
- Estate & Gift Tax Valuations – Defensible reports for estate planning, tax structuring, and wealth management.
- Buy-Sell Agreement Valuations – Objective valuations for ownership transfers and partnership agreements for whole and minority interests.
- Exit & Succession Planning Reports – Strategic valuation insights for business transition and leadership planning.
- Customized Valuation Reports – Tailored valuation analyses designed to meet specific business and financial needs.
Why Choose Our Valuation Report Services?
- Industry-Recognized Methodologies – Compliance with business valuation standards and best practices.
- Certified Experts – Prepared by accredited valuation professionals with deep industry expertise.
- Detailed & Defensible Analysis – Thorough documentation to support financial decisions, negotiations, and litigation.
- Timely & Confidential Service – Ensuring discretion, accuracy, and efficiency in every report.
Specialty Business Valuation Services
Beyond standard business valuations, we offer specialized expertise tailored to gift tax and medical practice valuations. Nationally known, our team provides unbiased, defensible valuations to support strategic decision-making, compliance, and financial reporting for these specialized valuations.
Gift Tax Valuation Services
At Benchmark Business Valuations, we provide expert gift tax valuation services to help individuals and businesses comply with IRS regulations and ensure accurate reporting for tax planning purposes. Our valuations are prepared in compliance with federal tax guidelines and designed to withstand scrutiny from tax authorities.
Our Services Include:
- Comprehensive Gift Valuations
Accurate fair market value assessments of gifted assets, including closely held businesses and real estate holding companies. - IRS-Compliant Valuation Reports
Detailed and well-supported valuation reports that meet IRS Section 2512 standards and other applicable tax regulations. - Family Business Transfers
Valuations for gifts of business interests, ensuring smooth wealth transfers. - Minority Interest & Discounts
Expertise in applying appropriate discounts for lack of marketability (DLOM) and minority ownership (DLOC) interests. This can be the most controversial part of a privately held minority interest with the IRS. And understandably so. Every company is unique and the DLOC and DLOM need to be equally unique to their situation. - Estate Planning Support
Strategic valuation insights to optimize estate and gift tax planning. - Defensible Reports for IRS Audits
Thoroughly documented valuations designed to stand up to IRS audits and inquiries.
Medical and Dental Practice Valuations
Understanding the true value of your medical or dental practice is crucial, whether you’re preparing for a sale, partnership, merger, or retirement. We specialize in providing comprehensive and data-driven valuations tailored to the healthcare industry.
Why Choose Us?
- Industry Expertise – With deep experience in healthcare business valuation, we recognize the unique financial structures, revenue streams, and regulatory factors impacting medical and dental practices.
- Proven Methodologies – We use industry-standard valuation approaches, including market comparisons, income-based analysis, and asset-based valuation to ensure the most appropriate valuation.
- Confidential & Comprehensive – Our process includes financial analysis, market trends, and operational assessments—delivered with the utmost confidentiality and accuracy.
Our Valuation Process
We follow a structured, transparent approach to ensure the most reliable and understandable valuation:
- Initial Consultation – Understanding your practice’s specific needs, objectives, and financial history.
- Financial & Market Analysis – Reviewing revenue streams, patient volume, assets, liabilities, and market conditions.
- Fair Market Compensation – Reviewing practitioner history of billings and assessing production levels commensurate with that work. In addition, giving consideration to those holding administrative duties, teaching/mentoring residents and those having dual specialties.
- Valuation Report – Preparing a detailed, easy-to-understand report with prudent insights to guide your next steps.
- Strategic Recommendations – Whether you’re selling, merging, or restructuring, providing expert guidance for determining your practice’s value.
Who Benefits from Our Services?
- Practice owners preparing to sell or acquire a medical or dental office.
- Dentists, physicians, and specialists seeking partnership agreements or retirement planning.
- Healthcare investors evaluating growth opportunities within the industry.
Those who make it happen…
When a medical valuation comes to us, we collaborate with The La Penna Group Inc. We rely heavily on the invaluable experience and knowledge of Mike La Penna and Jeff Beird of The La Penna Group Inc. bring to get the valuation process right.
A. Michael La Penna
MHA, MJ
Mike brings over 40 years of experience in all aspects of the healthcare industry to transactions involving physicians, hospitals, employers, and health service firms. His academic credentials include an MBA from the University of Chicago and a Masters in Jurisprudence from Loyola. He has earned national credentials in valuation and compliance. Mike is a published author in the field of healthcare program development and physician contracting. His expertise includes consultative support on healthcare matters to Fortune 100 firms as well as some of the largest physician groups and hospital systems in the country.
Jeff Beird
CVA
Jeff Beird brings over 25 years’ of experience in the preparation of a wide variety of reports for the medical consulting community. Among them are practice valuation, fair market compensation, ambulatory surgery center valuation, and fractional practice interest valuation. Jeff also performs claims reviews and business case analyses for employer managed health clients. Jeff has a masters of hospital administration from the University of Michigan and is a CVA.