Coming Out of Tax Season (And Looking Ahead)
It has been a day since my last post. I am coming out of the year-end push for 2025 tax-related appraisals. I am no CPA, but I feel your pain brothers and sisters. We’ll have capacity for two business appraisals in May, with a typical completion timeline of 4–6 weeks.
What a Business Appraisal Really Is
A deceptively simple question: what is a business worth?
For those who have never been through the process, a business appraisal is simply the disciplined process of answering a deceptively complex question: what is a business worth? The answer is not based on a single formula, internet multiples, Shark Tank stats applied to your business, or rule of thumb. It reflects a combination of financial performance, risk, market data, and the specific facts surrounding the company at a given point in time.
When a Business Appraisal Is Typically Needed
- Tax planning and compliance
- Buying or selling a business
- Partner buy-ins or buyouts
- Litigation or dispute resolution
- Strategic planning
- Exit preparation
Why the purpose behind the valuation matters
The purpose behind the valuation matters, because it directly influences the methods used and how value is ultimately concluded.
What Goes Into a Proper Business Appraisal
- Historical financial analysis and normalization
- Future earning capacity and risk
- Multiple valuation approaches
- Industry and economic context
- A supportable conclusion
Planning Ahead: Why Timing Matters
If you’ve been considering one but haven’t had the time during the year-end rush, May may be a good window to plan ahead.
For Oklahoma Business Owners Considering What’s Next
If you’re an OKC business owner thinking about what’s next, I’m always happy to just have a conversation.
What you don’t know can be costly – we help eradicate uncertainty. You are not alone.
Final Thought: Remove the Guesswork
What you don’t know can be costly
Without data, it’s just an opinion, that is why we track everything. Don’t take my word for it, look at our results. For business owners, sellers, and buyers in Oklahoma, I provide data driven insights and expert guidance on buying, selling, appraisals, and marketing—so you can make the best decision.
Next Step
If you’re an Oklahoma business owner thinking about what’s next, schedule a quick conversation here.