In business, there are few questions that matter more than what something is worth. A Chartered Business Valuator (CBV) can answer that question, and uses the answer to help you make better decisions.
CBVs consider financial, economic, tax, legal, and other factors and dig deeper into what drives your business, uncovering the risks and opportunities that shape its value. The result is a clearer, bigger-picture view you can act on with confidence.
Three ways a CBV creates value for you
CBVs work to uncover what you don’t know. Valuation analysis provides a different and bigger-picture perspective than accounting, audit, and tax. CBVs use financial information and dig deeper. A CBV is uniquely trained to identify risks and opportunities to enable trusted, valuation-based business decisions. You will understand how each key business element impacts the value of your business.
CBVs work with senior management to create shareholder value, the primary objective of any for-profit enterprise. CBVs have unique insight to define value drivers that will bring the most profitable opportunities for growth to your business. They will unlock intangible assets not on the balance sheet of the business – assets that will drive value, such as customer and community relationships, data, and workforce capabilities.
CBVs understand the ebbs and flows of the market and the risks inherent in achieving cash flows. They also understand business risk and the actions required to safeguard business value. This not only protects the value already established in a business, but allows for a long-term perspective on future goals to mitigate risk and to maintain and grow value. A CBV can protect your business with a constructive plan driven from valuation insight.
What a CBV brings to the table
- Ability to determine business value and deliver high-quality analysis across situations, from the straightforward to the highly complex.
- Objective expertise in providing valuation advice for financial reporting, tax compliance, litigation, and more.
- Value-added advisory skills to support decision-making on transactions, succession, and long-term strategy.
Because a CBV’s work follows CBV Institute Practice Standards and Code of Ethics, the advice you receive is objective, well-supported, and built to withstand scrutiny.
A CBV’s scope of services
Whether working for clients or on a corporate team, CBVs apply their expertise across a broad range of practice areas:
- Corporate finance, deals, and transaction advisory
- Income tax and estate or succession planning
- Litigation support and disputes
- Financial reporting
- Strategic business advisory
Each of these is explained in detail on the Areas of Practice page, including the specific services a CBV provides and when to engage one.
Whatever decision you’re facing, a CBV gives you an objective, defensible view of value and the insight to confidently act on it.