Our Valuation Services

Valuation is a complex process shaped by factors such as industry dynamics, stage of development, capital structure, operating environment and intended use. Alpha Analytics brings clarity to this complexity through deep technical expertise and wide-ranging insight. Our team has extensive experience applying valuation principles across a complex and ever-changing economic landscape.

Business Valuation and Modeling

  • We build robust three-statement models, cash flow forecasts, and budgeting tools to help clients evaluate financial performance and plan for growth with greater accuracy.

    Our team applies scenario planning, sensitivity testing, simulations, and econometric methods to evaluate risks, trends, and outcomes under uncertainty.

  • Our experts create detailed models for mergers, acquisitions, divestitures, IPOs, and other transactions—delivering insights into deal structure, ROI, and capital allocation.

  • We evaluate capital expenditure projects, model cost of capital, and assess return on investment to support sound strategic and financial decision-making.

  • We help develop and validate forward-looking financials used in transactions, regulatory filings, and strategic planning—ensuring transparency, credibility, and compliance with investor and audit expectations.

  • At Alpha Analytics, we provide economic impact analyses that clearly quantify how your project, investment, or policy initiative contributes to the broader economy. By measuring job creation, income growth, business output, and tax revenue, we help you demonstrate value to stakeholders and support strategic decision-making. Our team uses advanced modeling techniques to deliver accurate, actionable insights that show how economic benefits ripple through a region. Whether for public funding, development planning, or policy advocacy, Alpha Analytics gives you the data to make your case.

Fundamental Valuation

  • Portfolio Valuation

  • Early-stage Private Companies

  • Late-stage Private Companies

  • Stock-Based Compensation

  • Goodwill Impairment

  • Intangible Assets

  • Business Reorganization

  • Strategic Planning

  • Intellectual Property

  • Tax and Estate Planning

  • M&A Valuation

Tax Planning & Compliance

  • Accurate valuation is essential when buying or selling a business. M&A valuations must account for synergies, control premiums, and market dynamics. Alpha Analytics delivers unbiased, well-supported valuations that provide clarity and confidence for negotiations, ensuring that clients understand the true worth of their business and don’t leave value on the table.

  • Lenders often require independent valuations to assess the collateral value of a business or its assets for financing purposes. Whether for SBA loans, asset-based lending, or commercial credit, Alpha Analytics provides objective, comprehensive appraisals that help lenders make sound, data-driven underwriting decisions.

  • Intangible assets—such as brands, software, and customer relationships—lack physical form but can carry substantial value. Valuing these assets is complex, especially when they’re early-stage or non-revenue generating. Alpha Analytics applies established methodologies (income, market, and cost approaches) to deliver reliable valuations for financial reporting, tax compliance, and strategic planning.

  • Many business owners invest years building their companies but overlook planning for a successful transition. Succession planning focuses on transferring leadership, while exit planning aims to maximize value and minimize tax consequences. A professional valuation is critical to both, providing a clear financial foundation for strategic decisions.

  • Intellectual property (IP) can be sold, licensed, or leveraged like any asset. Its value depends on factors like legal protection, market share, and remaining economic life. IP valuations are essential in transactions, litigation, and financial planning. Alpha Analytics brings deep expertise to accurately assess IP value using proven valuation approaches tailored to the asset and industry.

We Offer Personalized Valuation Solutions

Our valuations are purpose-built to address each client’s specific goals—whether for compliance, strategy, dispute resolution, or transactions. Reports include a thorough analysis of the business, relevant markets, and economic environment, with transparent assumptions and detailed exhibits. When necessary, we also provide expert testimony and support throughout regulatory or legal challenges.

Get in Contact

Have questions or need more information about our services? Contact Alpha Analytics to speak with a member of our team—we’re here to help you move forward with clarity and confidence.