Company Valuation Services

At Newport Valuations, we specialize in delivering valuation reports that stand up to scrutiny — because behind every number is a decision that matters. Whether you’re navigating a business sale, planning for the future, or managing complex equity structures, our valuation services are built to provide clarity, precision, and confidence.

We work closely with business owners, attorneys, CPAs, and advisors across the U.S. to ensure that every valuation is grounded in sound methodology, regulatory compliance, and real-world understanding.

Our Services

M&A Valuation

Whether you’re preparing to sell, evaluating an acquisition, or managing a merger, our M&A valuations deliver an accurate, defensible picture of enterprise value. We help buyers and sellers understand the financial reality of the business — not just the headline number — supporting informed negotiations and successful outcomes.

Estate & Gift Valuation

For estate planning, gifting strategies, or preparing for IRS review, we deliver valuations that are both technically sound and strategically aligned. From family-owned businesses to complex structures, we help minimize tax exposure and streamline intergenerational transitions.

Litigation Support / Disputes

When financial disputes escalate, you need valuation conclusions that are objective, defensible, and clear. We provide expert analysis for shareholder conflicts, economic damages, and complex litigation matters. Our work withstands scrutiny and helps attorneys, advisors, and courts make informed decisions.

Fair Value

Fair value measurements require precision, compliance, and real-world context. We deliver independent fair value analyses for financial reporting, audit support, and regulatory requirements. Our conclusions follow industry standards and provide transparency for management, investors, and auditors.

S-Corp Conversion Valuation

When converting a C corporation to an S corporation, the IRS requires a defensible valuation to establish built-in gains and support tax planning. We deliver valuations that align with IRS expectations while supporting your long-term strategy. Avoid red flags. Move forward with confidence.

ESOP Valuation

Whether you’re implementing a new Employee Stock Ownership Plan or updating an existing one, our ESOP valuations meet trustee, DOL, and IRS standards. We work directly with plan sponsors, trustees, and legal teams to ensure full compliance and financial clarity.

Monitory Interest Valuation

Valuing a partial or fractional interest in a business requires a nuanced approach, especially when discounts for lack of control or marketability come into play. We apply defensible, well-supported methodologies to provide accurate valuations for gift tax reporting, partnership exits, and internal planning.

Warrants & Operations Valuation

We offer precise valuations for stock options, warrants, and other complex equity instruments designed to meet 409A requirements and investor expectations. Whether you're planning a financing round or issuing employee equity, our work supports transparent and compliant reporting.

Insurance Placement Valuation

Insurance carriers often require independent valuations to underwrite key-person policies, buy-sell insurance, or business interruption coverage. We provide clear, objective reports that reflect the true economic value of your business—ensuring your coverage aligns with reality.

Buy-Sell Agreement Valuation

A properly structured buy-sell agreement is only as strong as the valuation behind it. We deliver fair market valuations used to fund buyouts, settle disputes, or trigger succession plans — so you’re never caught off guard when a partner exits or life circumstances change.

We bring over 20 years of experience, national reach, and regulatory credibility to every valuation we deliver. If you're preparing for a transaction, planning ahead, or simply need to know what your business is truly worth, we're here to help!