Valuation Insights

Business Valuation Newsletter

Practical articles on valuation, ownership transitions, tax reporting, and shareholder matters — written by the partners.

Latest Business Valuation Articles

Aug 19, 2026

The Value of a Neutral Expert in a Business Valuation Dispute

Business valuation disputes frequently extend beyond disagreements over the ultimate conclusion of value. Parties may...

Jun 10, 2026

The Case for Valuation Discounts in Estate and Gift Planning

Not All Interests Are Created Equal: The Case for Minority Discounts in Estate and Gift...

Mar 6, 2026

Parting Company: When Your Buy-Sell Agreement Fails

Buy-sell agreements are often signed and forgotten—until a death, retirement, or ownership dispute puts the...

Feb 4, 2026

Jointly Retained Valuation Experts: A Practical Option in Business Disputes

The Role of Jointly Retained Valuation Experts When a business is at the center of...

Jan 12, 2026

Connelly v. IRS: A Wake-Up Call for Business Owners

The U.S. Supreme Court’s 2024 decision in Connelly v. Internal Revenue Service is one of...

Dec 2, 2025

The Essential Role of Valuation in Estate Planning

Introduction Estate planning is most effective when it begins before a life event, liquidity event,...

Aug 22, 2025

Key Valuation Trends for 2025: Insights from the Latest DealStats Value Index

The latest DealStats Value Index for Q3 2025 reveals several important trends that business owners,...

Aug 14, 2025

Estate Planning Lessons

When Good Intentions Go Wrong in Estate Planning: Lessons from the Step-Up in Basis and...

Feb 14, 2025

IRS Strengthens Oversight of Gift & Estate Tax Valuations: What You Need to Know

In a significant development affecting gift and estate tax valuations, the IRS has proposed substantial...

What Our Clients Say

Joel A. Bock, CPA, MST, Managing Partner

Daniells Phillips Vaughan & Bock

Their professional demeanor and responsiveness allows us to refer them to our clients without hesitation. We have relied upon their work for dozens of income, estate, and gift tax engagements and it has consistently withstood the scrutiny of any taxing authorities.

Cyrus Mojibi, CEO

San Joaquin Refinery Co.

Kevin and Shannon handled a wide range of complex valuation work for us with exceptional professionalism and care. Their reports were thorough, well-supported, and delivered promptly. I would not hesitate to work with Central Pacific Valuation again.

Thomas R. Maxwell, CPA, MST, Partner

Keathley, Maxwell & Antongiovanni, LLP

Their work has consistently been thoughtful, well-supported, and defensible, while still being practical and understandable for clients and advisors. I would not hesitate to recommend Central Pacific Valuation to clients, attorneys, or other professional advisors.

J. Darby Howard, Jr.

Principal Engineer, JDH Corrosion

Given the court deadlines I was facing, it was essential that the work be completed accurately and within a very short timeframe. They demonstrated exceptional professionalism, responsiveness, and attention to detail. I highly recommend Shannon and Kevin to anyone seeking valuation services.