When to Get A Business Valuation: 10 Trigger Events

Most business owners do not need a business valuation every year. In fact, valuations typically become important at specific times — when a decision, transaction, or legal/tax requirement makes an objective, defensible opinion of value necessary. If you’re wondering, “Do I need a valuation?” the easiest way to answer is to look for trigger events.…

Read More

What Does a Business Appraiser Do? Credentials, Process & Expertise

When facing a major business decision such as preparing for a sale, resolving a partner dispute, or planning your estate, you may be told you need a business appraiser. But what does a business appraiser actually do? How is a company’s value determined? And how do you know whether the professional you’re hiring is truly…

Read More

Business Valuation for SBA Loans: Requirements Explained

For many small and mid-sized business owners, Small Business Administration (SBA) loans provide a critical pathway to growth, acquisitions, and ownership transitions. Whether you’re purchasing a business, buying out a partner, or financing equipment and operations, SBA loans often make deals possible that traditional financing cannot, thanks to favorable terms and broader lender participation. One…

Read More

When Small Businesses Need Professional Valuation Services

For most small business owners, a professional business valuation isn’t something you do every year, and that’s perfectly normal. Unlike large corporations that may conduct routine business valuations for reporting purposes, small businesses typically seek valuation services at specific moments when an accurate, defensible assessment of value becomes essential. At Sun Business Valuations, we help…

Read More

Business Valuation Services Explained: What to Expect From Start to Finish

At some point, most business owners find themselves asking a big question: What is my business really worth? The answer is rarely simple, but it can be essential. A business valuation may be needed to buy out a partner, prepare for a divorce settlement, plan for succession, address estate matters, or set the stage for…

Read More

Top Questions Owners Ask About Business Valuation Services (With Expert Answers)

When business owners start exploring the idea of a valuation, the same set of questions always comes up: What’s my company worth? How do you figure it out? How long will it take—and what will it cost? At Sun Business Valuations, we’ve completed thousands of valuations across industries and purposes, from mergers and acquisitions to…

Read More

Case Study: Successful Partnership Buyout Through Creative Transaction Structuring

Client Profile Industry: Digital educational resources provider Company Size: Approximately $1 million in annual revenue Years in Business: 13 years Geographic Location: Pacific Northwest Ownership Structure: S Corporation Valuation Purpose: Partner transaction and buyout The Challenge Sun Business Valuations was engaged to perform a business valuation for a partnership buyout in what initially appeared to…

Read More

Case Study: Navigating Complex Charitable Donation Valuation for High-Stakes Tax Compliance

Client Profile Industry: Real Estate Investment Asset Size: $25 million Geographic Location: New York City area Ownership Structure: Investment entity created for lending purposes Valuation Purpose: Charitable donation tax reporting and Form 8283 compliance   The Challenge Sun Business Valuations was engaged for a highly specialized and complex valuation that most firms would decline to…

Read More

Choosing the Right Business Valuation Firm: 12 Critical Factors for Success

Understanding your company’s true value isn’t just about having a number — it’s about gaining actionable insights that drive critical decisions. Whether you’re navigating a partnership dispute, planning an exit strategy, handling estate planning, or preparing for tax filings, selecting the right business valuation firm can make all the difference in achieving your objectives. Business…

Read More

Divorce Business Valuations: Ensuring Fair Distribution of Complex Assets

Divorce proceedings involve numerous complex decisions, but few are as financially significant as determining the value and distribution of a business owned by one or both spouses. In divorces, business interests often represent the largest single asset in the marital estate and can become particularly contentious. Studies show that 57% of business owners experiencing divorce…

Read More