Business Valuation for CPAs and Financial Advisors
Independent valuation that protects your client and your opinion.
As a CPA or wealth advisor, referring a client to a valuation firm puts your own reputation on the line. You need a firm that is independent (to avoid conflict of interest), authoritative (to satisfy the IRS or auditors), and professional (to reflect well on your referral).
W&A acts as a specialized extension of your advisory team. We handle the complex valuation work so you can maintain independence and focus on strategic advice.
IRS Defensibility
Our reports meet all requirements for a Qualified Appraisal under IRC Sec. 170, drastically reducing audit risk for gift and estate tax returns.
Format Compatibility
We structure our deliverables to make your job easier, providing clear conclusions and schedules that drop neatly into tax or audit files.
The Referral Workflow
When you refer a client to W&A, we handle the engagement from start to finish. We respect the primary advisor relationship, keeping you looped in on progress, methodological decisions, and draft conclusions before finalizing the report.