2025 Business Valuations Year in Review

 

Written by: Megan Ramey, CPA, CFF, ABV and Chandler Hiller, CPA, ABV

The new year is a time of reflection for people all around the world, and our team at Cogence Group is no exception. As 2026 begins, our team at Cogence Group takes a moment to reflect on the many Business Valuation projects we completed in 2025. Each assignment strengthened our expertise and deepened the trust our clients place in us. We’re proud of what we accomplished and grateful for the opportunity to support important business decisions. Looking ahead, we remain committed to delivering the same high-quality service and professionalism in the year to come.

With over 20 years of experience, Cogence Group specializes in business valuations for closely held companies across a wide range of industries. We tailor our valuation services to meet our clients’ diverse needs, whether for estate and gift tax return filings, succession planning, or other important purposes. Our team is committed to delivering professional, reliable, and clear valuations grounded in integrity, expertise, and passion.

The following is our Business Valuation recap for 2025

2025 BY THE NUMBERS

The team members here at Cogence Group were engaged in 58 Business Valuation matters during 2025.

2025 PROJECT BREAKDOWN

In 2025, 52% of our business valuation work was done to support cases involved in litigation.

We provided Business Valuation Services for the following purposes: Estate and Gift Tax, Internal Planning, Valuations in Litigation, Marital Dissolution, Purchase or Sale of a Business, and Succession Planning.

We performed 41 full Valuations (71%), 7 Calculations (12%), and 10 consulting engagements (17%).

In 2025, we were proud to continue our ongoing partnership with a valued client whom we have supported for several years with recurring valuation services. In 2025, we played a key role in the successful sale of his company by thoroughly reviewing due diligence documents, analyzing critical financial information, and providing strategic insights to support the transaction. Our long-standing relationship allowed us to offer tailored guidance throughout the sale process, ensuring a smooth and informed experience for our client.

The matters we worked on spanned the following 22 industries:

  • Agriculture (5%)

  • Automotive Service (2%)

  • Battery and Electrical Power Solutions (3%)

  • Cannabis (5%)

  • Construction (7%)

  • Consulting Services (3%)

  • Environmental Consulting (2%)

  • Film and Video Production (2%)

  • Food and Beverage (7%)

  • Forklifts (2%)

  • Graphic Design (2%)

  • Healthcare (5%)

  • Landscaping (2%)

  • Lumber (2%)

  • Marine and Outdoor Lifestyle Retail (3%)

  • Manufacturing (12%)

  • Outdoor Services (2%)

  • Printing Services (2%)

  • Real Estate (23%)

  • Trucking and Logistics (5%)

  • Wholesale Floral Supply (2%)

  • Wood Processing (2%)

We served as a neutral appraiser for three valuations, jointly retained by both parties’ attorneys. Our impartial approach and thorough analysis enabled a fair, unbiased conclusion that both sides could trust.

Overall, the companies we valued this year had revenues ranging from approximately half a million to hundreds of millions of dollars, showcasing our ability to serve a diverse client base across various industries and business sizes. This wide range highlights our flexibility and expertise in tailoring valuation approaches to meet the unique needs and complexities of each engagement.

LOOKING AHEAD!

As we close out 2025 and welcome the new year, we want to extend our heartfelt gratitude to all our clients and everyone who contributed to our success throughout the year.