Business Valuation Services

As a Certified Valuation Analyst in Warsaw, IN, Roxanne has been trained and demonstrated competency in business valuation.  She is certified by the National Association of Certified Valuators and Analysts (NACVA) and is experienced as an expert witness. We do business valuations, calculations of value and reviews of reports prepared by other valuation professionals.

Reasons you might need a business valuation include:

  • Small Business Accounting Indiana Divorce (dissolution of marital assets)
  • Small Business Accounting Indiana Death (step-up in basis)
  • Small Business Accounting Indiana Gifting (gift tax return)
  • Small Business Accounting Indiana Exit/retirement planning
  • Small Business Accounting Indiana Purchase or sale of business
  • Small Business Accounting Indiana Financing (SBA Loans)

Click here for a free, no-obligation, consultation today!



On location business valuatiion and value consulting

Valuation Services Offered


Business Valuation 

This valuation is in accordance with the standards set forth by the American Institute of Accountants (AICPA) and the National Association of Certified Valuators and Analysts (NACVA).  It involves meeting all the standards set forth in SSVS1, including considering all three main methods of valuation, financial analysis, industry analysis, economic analysis and more. The end result is called a "Conclusion of Value".  This method is preferred if litigation is anticipated.

"You are the best!  I’ve referred you to a couple other attorneys.  I hope that’s alright!" - L.D., Attorney

Calculation of Value

This is any agreed-upon set of procedures that does not meet all the standards of SSVS1.  It is a more economical option for very small companies or when the chances of litigation are not likely.  Our most common calculation of value involves a capitalization of earnings of an established business.  The end result is called a "Calculated Value".

Report Review

This involves reviewing and critiquing the report of another valuation expert. This service is helpful for opposing council in litigation.

Expert Witness

Roxanne Coffelt is experienced as an expert witness, and was referred to by one local judge as "unflappable".

Value Consulting

Most small business owners have the bulk of their net worth (and certainly their time) tied up in their business.  They think that someday they will sell and live off the proceeds, yet most businesses never find a buyer.  If you are planning on exiting your business in a few years, let us help you make your business more desirable to a potential buyer.



Click here for a Free Consultation

Get in touch with Certified Valuation Analyst in Warsaw, IN - Roxanne Coffelt CPA LLC for Business Valuation Services. We are located in Northern Indiana, but since we work in the cloud we are not limited by location and can serve you anywhere in the USA.