CPA Business Valuation Services | Central Pacific Valuation

Valuation Partner for California CPAs

We Handle the Valuation. You Advise on Strategy.

Central Pacific Valuation – Your Expert Valuation Partner

Business Valuation Partner for California CPAs

When your clients need valuations that exceed your firm’s scope, we’re here to help

We handle the valuation work without competing for your client relationship. Your clients stay your clients.

Shannon Lowther, CFA, ASA, ABV
Managing Partner

IRS-Defensible Valuations for Your Clients

Estate, gift tax, and complex valuation matters your firm can refer with confidence

ASA and ABV credentialed professionals delivering USPAP-compliant valuations that withstand IRS scrutiny. We speak your language.

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Our Company

Kevin Lowther, ASA, ABV, FMVA
Partner, Business Advisory

A Referral Partner You Can Trust

Direct partner involvement on every engagement

Your clients are handled by credentialed professionals (CFA, ASA, ABV), not delegated to junior staff. We keep you informed throughout the process.

ASA Accredited

ABV Certified

CFA
Charterholder

USPAP & SSVS1 Compliant

30+ Years Experience

Frequently Asked Questions About Business Valuations

How do I go about getting a business valuation?

We start with a short scoping call to understand your needs, provide you with a document checklist, then perform our analysis and deliver a draft report for your review. The entire process typically takes 4 weeks depending on the complexity and document availability.

What does a business valuation cost?

Fees depend on the purpose of the engagement, the size and complexity of the business, and the type of report required. A discount study for a property holding company is a different exercise than a litigation-grade valuation of an operating company, and pricing reflects that. We provide a fixed-fee quote after our initial scoping call, so there are no surprises once we begin. Most engagements fall within a predictable range for their scope, and we’re happy to discuss budget expectations before any commitment.

What makes you qualified to do business valuations?

Our partners hold the credentials that matter in this field: ASA (Accredited Senior Appraiser, American Society of Appraisers), ABV (Accredited in Business Valuation, AICPA), CFA (Chartered Financial Analyst, CFA Institute), and FMVA (Financial Modeling & Valuation Analyst). Between us we bring decades of experience across transactions, estate and gift tax planning, shareholder matters, and court-appointed divorce engagements. We work regularly alongside attorneys, CPAs, and fiduciaries, and our reports are written to be understood by the people who need to rely on them — not just by other appraisers.

When to Refer a Valuation

Some valuation matters require specialized expertise beyond the scope of a typical CPA practice. Here are the situations where a referral to Central Pacific Valuation makes sense for your clients.

Estate & Gift Tax Valuations

IRS requires qualified appraisals for estate and gift tax filings. We deliver USPAP and SSVS1-compliant valuations that withstand IRS scrutiny and support your tax planning strategies.

Litigation & Dispute Matters

When your client faces divorce, shareholder disputes, or other litigation requiring a business valuation, our expert witness capability and defensible reports support the legal process.

Buy-Sell & Succession Planning

Independent valuations for buy-sell agreements, ownership transitions, and succession planning. We provide the objective third-party opinion your clients need.

What We Offer Referring CPAs

Your Client Stays Your Client

We handle the valuation engagement and return your client to you. We do not cross-sell tax, accounting, or advisory services. Your relationship is respected and protected.

No cross-selling of CPA services
Direct communication with you throughout
Client returned to your care post-engagement
Referral relationship, not competition

Credentials CPAs Recognize

Our team holds the credentials that matter to the CPA community. ASA (Accredited Senior Appraiser), ABV (Accredited in Business Valuation), and CFA Charterholder designations ensure quality work.

ASA – American Society of Appraisers
ABV – AICPA Business Valuation Credential
CFA – Chartered Financial Analyst
USPAP & SSVS1 Compliant – Every Engagement

Reliable Turnaround

We commit to realistic timelines and communicate proactively. Whether your client needs a valuation for a tax filing deadline or litigation date, we deliver on time.

Realistic timeline commitments
Proactive status updates
Direct partner involvement
No surprises on delivery

How We Serve CPAs

AICPA

Comprehensive Business Valuations & Appraisals Services

Mergers & Acquisitions Business Valuations

Schedule a Call to Discuss a Client Matter

Let us know about your client’s valuation needs. We’ll discuss scope, timeline, and how we can support your practice.

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.