Kral Ussery LLC, Certified Public Accountants
TX Office: (817) 416-6842
NV Office: (702) 565-2727

Business Valuation and M&A

Tap into KU's tools, advice and experience:

  • Business Valuations
  • Tax Valuations
  • M&A Due Diligence
  • M&A Post Transaction Integration

We assist clients from both strategic and compliance perspectives in providing competent and objective valuation services. We conduct independent business valuations for both private and public companies; including M&A transactions and tax purposes.

As practicing CPAs, we are an independent choice to perform formal business valuations for both litigation and non-litigation purposes. Our deep knowledge of valuation techniques, accounting and financial statement analysis in myriad of industries make us uniquely qualified. Our valuation experts keep current on business valuations methods. Our team undergoes ongoing education to ensure that we stay on the cutting edge of valuation techniques and methods. We subscribe to the S&P Capital IQ Platform, which is one of the world's leading corporate finance databases. Our valuation capabilities include:

Business Valuation


KU offers consulting services to business owners and corporation's to help them better understanding the realistic value of your company. Whether you're on the buy-and-sell-side or involved in a merger and acquisition transaction, our services are designed to help companies and individuals achieve their goals. The decision to sell or purchase a business is a complex one that requires careful assessment of many financial, operational and other key variables.

A business valuation provides a business owner with an accurate tool that allows the owner to make an informed decision about the viability and timing of the sale of their business.

Our Services

    • Training and staff development
    • Closely-held Businesses
    • Portfolio Valuation
    • Buy-Sell Agreements
    • Equity Interest Valuations

Tax Valuations


Tax strategies are complex and highly scrutinized. Many tax laws and regulations now stipulate that a valuation is required before implementation. KU helps companies to navigate an environment of changing tax law and shifting regulations by offering skilled expertise for forming strategy and defending valuation positions. 

Our Services

    • Purchase price allocations
    • Valuation of non-compete agreements
    • Section 409A valuations

Mergers and Acquisitions

Some of the most important corporate strategies involve mergers or acquisitions. Despite a high degree of complex risks, decisions are made often resulting in less than desirable results. A company's ability to pounce on opportunities, while aggressively mitigating risks, hinges to a large degree on the quality of information feeding into the decision and the decision-making process. Good information and well-defined decision rights are pillars of M&A success.

Understanding the risks of poor information and decision making is a start, however bringing in the expertise to mitigate these risks through all M&A stages is where the big payoffs reside. We can help on multiple fronts and during various stages, including:

Pre-M&A Decision Stage

  • Wading through the magnitudes of data and information, both internal and external
  • Clarifying the objective of evidence gathering in the decision-making process
  • Mitigating the risk of non-transparency between management, the board, auditors and stakeholders
  • Developing controls to promote strong decision rights and information flows
  • Ensuring a thorough understanding of reasonably possible outcomes
  • Understanding new regulatory requirements

Readiness Stage (Prior to Day 1)

  • Wading through the magnitudes of data and information, both internal and external
  • Aligning people, processes and technology
  • Adjusting the governance structure to ensure accountability
  • Integrating cultures
  • Preparing for a new look of consolidated financial statements, including potentially a new GAAP
  • Understanding what must happen by Day 1 and making certain it happens
  • Clearly identify who is going to do what, how, when, where and why
  • Building controls to best meet objectives in the new environment
Day 1 Operations
This is usually a relatively long list of Day-1 activities, including items such as:
  • Run integrated technologies in a live environment
  • Draw on new credit facility
  • Complete the first cash receipt and deposit
  • Complete first shipment
  • Complete the first customer invoice
  • Complete first goods receipt
  • Take first customer order
  • Pay first bills
  • Deliver upon first customer order
  • Record proper transactions in accounting system

Post Day 1 Operations

  • Monitoring and communicating operating performance
  • Making necessary refinements to policies and procedures to help ensure long-term success
  • Ensuring that initial weekly, monthly, quarterly and annual reporting is effective for both internal and external purposes
  • Conducting a follow-up risk assessment in the spirit of maximizing long-term shareholder value
  • Updating strategic plan
Our experienced team can assist in conducting a robust due diligence assessment designed to ferret out potential risks and valuation considerations, assess their magnitude and the probability of the risks' occurrence, consider whether mitigation is possible and respond accordingly.

Get In Touch With Us

Governance Issues TM

A Newsletter to Help You
Protect & Grow Shareholder Value

Free Subscription     View Previous Articles
IPO FAQs | IPO Process | Detailed IPO Process Steps
Home | Privacy Policy | Disclaimer | Site Map

Copyright © , Kral Ussery LLC, Certified Public Accountants All Rights Reserved

Web Presence By Netphoria Inc