Professional Standards
& Defensible Reporting

Our business valuations are prepared to meet rigorous professional standards and, where applicable, relevant IRS valuation guidance. Each report is developed using traditional approaches to value, with analysis informed by the factors identified in IRS Revenue Ruling 59-60 and supported by a disciplined reporting process that produces accurate, well-supported, and defensible conclusions.

Our Analysts Hold Recognized Professional Credentials

Our professionals hold a broad range of recognized credentials spanning valuation, forensic accounting, financial analysis, and advisory disciplines.

CVA

Certified Valuation Analyst

ASA

Accredited Senior Appraiser

ABV

Accredited in Business Valuation

RICS

RICS Registered Valuer

MAFF

Master Analyst in Financial Forensics

CFF

Certified in Financial Forensics

CFE

Certified Fraud Examiner

CPA

Certified Public Accountant

USPAP

Uniform Standards of Professional Appraisal Practice

CFA

Chartered Financial Analyst

GACVA

Global Association of Certified Valuators and Analysts

CIRA

Certified Insolvency & Restructuring Advisor

Why This Matters to Our Clients

Clients choose Whitmore Sterling not simply for a report, but for a professional conclusion that can withstand review, scrutiny, negotiation, and dispute.

Our multi-credentialed analyst team provides deeper technical expertise, stronger report credibility, and a more robust framework for complex matters—including M&A, tax, disputes, cross-border transactions, and high-net-worth engagements. With a foundation that reflects both U.S. market standards and international valuation principles, we deliver work built for demanding institutional and global contexts.

Background

Valuation Options

Standard Valuation

Starting at
$1,500

Our Standard Valuation is designed for business owners who require a credible, professionally prepared indication of value for internal planning, preliminary strategy discussions, and early-stage decision-making. This engagement is appropriate when the objective is to obtain a clear, well-reasoned view of value, supported by disciplined analysis and concise reporting.

Includes:
  • Income-based and market-based valuation analysis
  • Review of historical financial performance
  • Basic normalization review
  • Summary discussion of principal value drivers
  • Professionally prepared written valuation report
  • Well-suited for internal planning, owner review, and preliminary discussions
  • Typical Turnaround: 3–5 business days
Most Requested

Select Valuation

Starting at
$3,500

Our Select Valuation is intended for clients who require a more developed valuation work product, broader financial review, and stronger analytical support for more meaningful business decisions. It is particularly well-suited for owners preparing for negotiations, shareholder discussions, and transaction-related planning.

Includes everything in Standard, plus:
  • Expanded financial statement and operating performance review
  • Broader comparable company and market analysis
  • Cash flow and earnings quality assessment
  • More detailed review of business trends, risk factors, and value drivers
  • More developed written valuation report with stronger analytical presentation
  • Better suited for transaction preparation, negotiation support, and more consequential strategic decisions
  • Typical Turnaround: 4–6 business days

Premium Valuation

Starting at
$7,500

Our Premium Valuation is designed for more complex businesses, more nuanced fact patterns, and higher-stakes situations where stronger analytical depth, broader review, and a more rigorous work product are required. This level is best suited for matters involving investor review, formal negotiations, complex ownership issues, and strategic transactions.

Includes everything in Select, plus:
  • In-depth business and industry assessment
  • Advanced review of operating performance, profitability, and key assumptions
  • Expanded analysis of risk, judgment areas, and value sensitivity
  • More comprehensive valuation support for complex or decision-critical matters
  • Priority attention for complex engagements
  • Most appropriate for investor-facing review, formal negotiations, and significant strategic or transaction situations
  • Typical Turnaround: 5–7 business days

The Whitmore Sterling Standard

At Whitmore Sterling, we combine professional qualifications with practical experience to ensure that each analysis, every report, and every value judgment meet institutional standards.

For us, valuation is not only a technical task but also a professional service involving trust, judgment, and responsibility.

Let’s Talk Soon

For more information and to talk to a Whitmore Sterling & Co expert, please tell us a bit about yourself