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Anthem Strategy and Advisory by DPW
Anthem Strategy and Advisory by DPW

BUSINESS
VALUATIONS

Know your worth. Grow your worth.

THE BUSINESS OWNER'S TRUSTED CHOICE.

INDUSTRY-SPECIFIC
SPECIALISTS

We carefully and intentionally pair you with specialized
professionals that are well-versed in your industry or
niche so you get credible data that actually matters.

DEFENSIBILITY
THAT HOLDS UP

There's nothing more anxiety-inducing than wondering
if your valuation will hold up in court. You deserve a
valuation you can trust and use confidently.

PERSONALIZED
SERVICE

You're not a number in a system. Our experienced
professionals get to know your situation inside
and out, and offer year-round support.

WORKING WITH ANTHEM: WHAT TO EXPECT

Our proven tax strategy process can be broken down into four simple steps. Throughout the process, you’ll get a clear roadmap that leads to real results.

You’ll know exactly what actions to take in order to minimize tax burden and maximize long-term growth. Here’s how we work with you:

Step 1: DISCOVERY MEETING First, we want to get to know you. You’ll leave knowing what results are possible, and then how we can move forward together. Step 2: MASTER PLAN MEETING This is where we build out your tax strategy. You’ll receive an easy-to-follow service proposal and the opportunity to ask any questions and choose an ideal payment plan. Step 3: PLAN PUT INTO ACTION Now, it’s time for implementation and ongoing support from our team. You’ll be set up with an onboarding meeting and regular check-ins, support, and updates from your trusted team. Step 4: MINIMIZED TAX BILLS Our tax strategy services ensure that you won't miss out on any major tax savings opportunities. Our team will provide expert guidance every step of the way.

WORKING WITH ANTHEM: WHAT TO EXPECT

Our proven tax strategy process can be broken down into four simple steps. Throughout the process, you’ll get a clear roadmap that leads to real results.

You’ll know exactly what actions to take in order to minimize tax burden and maximize long-term growth. Here’s how we work with you:

Step 1: DISCOVERY MEETING First, we want to get to know you. You’ll leave knowing what results are possible, and then how we can move forward together. Step 2: MASTER PLAN MEETING This is where we build out your tax strategy. You’ll receive an easy-to-follow service proposal and the opportunity to ask any questions and choose an ideal payment plan. Step 3: PLAN PUT INTO ACTION Now, it’s time for implementation and ongoing support from our team. You’ll be set up with an onboarding meeting and regular check-ins, support, and updates from your trusted team. Step 4: MINIMIZED TAX BILLS Our tax strategy services ensure that you won't miss out on any major tax savings opportunities. Our team will provide expert guidance every step of the way.

TYPICAL SITUATIONS THAT
REQUIRE A VALUATION:

  • Buying a Business
  • Gift and Estate Planning
  • Decision Support
  • Like-Kind Exchanges (1031)
  • Shareholder or Partner Disputes
  • Financial Reporting and Compliance
  • Growth Tracking
  • Selling a Business
  • Management Planning
  • Matrimonial Proceedings
  • Divorce Proceedings
  • Estates and Trusts
  • Investor Attraction
  • Loan Application

Accepting New Clients

GIVE US A CALL

COMMON MYTHS & MISCONCEPTIONS

Myth: Valuation Is Only for Selling a Business

Reality: Business valuations are required in many other scenarios: estate planning, divorce settlements, shareholder disputes, securing financing, or tax compliance. Treating valuation as a one-off exercise can leave you unprepared when life events or business changes occur.

Myth: Value = Last Year’s Profit × a Simple Multiple

Reality: While multiples can provide a rough benchmark, true valuation looks deeper. Intangible assets like brand reputation, intellectual property, and customer loyalty all contribute to value. A company with identical profits to another may be worth far more.

Myth: All Valuation Methods Produce the Same Number

Reality: Different approaches emphasize aspects. Income approaches focus on future cash flow, while market approaches look at comparable transactions. A well-prepared valuation blends methods to provide a balanced perspective.

Myth: Valuation Is Only for Selling a Business

Reality: Business valuations are required in many other scenarios: estate planning, divorce settlements, shareholder disputes, securing financing, or tax compliance. Treating valuation as a one-off exercise can leave you unprepared when life events or business changes occur.

Myth: Value = Last Year’s Profit × a Simple Multiple

Reality: While multiples can provide a rough benchmark, true valuation looks deeper. Intangible assets like brand reputation, intellectual property, and customer loyalty all contribute to value. A company with identical profits to another may be worth far more.

Myth: All Valuation Methods Produce the Same Number

Reality: Different approaches emphasize aspects. Income approaches focus on future cash flow, while market approaches look at comparable transactions. A well-prepared valuation blends methods to provide a balanced perspective.

Get Your Books Tax Ready

LEARN MORE

INDUSTRIES WE SPECIALIZE IN

TRUSTED BY THOUSANDS OF CLIENTS

Tornado Soft ExcavationClient
“Anthem has been our accounting firm since 2013 and has guided us as our business has grown. They are knowledgeable, professional, and available when needed. We are grateful for all their support.”
Melinda F.Client
“Anthem has an incredibly professional and supportive reputation in our area that they have well earned and deserve. Personally, my family and I look forward to their expertise with our investments and preparing our taxes. We truly believe our future is stronger because of them.”
David P.Client
“As for the work performed, it was done expeditiously and accurately. The work performed ended up saving me tens of thousands of dollars. In short, they do five-star work.”
Willamette Legacy LawClient
“We appreciate how easy you all make it to send people to you with confidence!”
Alisa N.Client
“We had a consultation with Ben. He was very friendly and knowledgeable and answered all of our questions. Definitely recommend!”
Carolyn HalemeierClient
"Over the last 23 years, DPW now Anthem Strategy have served our family. We have watched their business grow and move into new areas of service. One thing that has never changed is the sincere service they give their clients. They are trustworthy and honest. Ben and Michiyo and all their assistants deserve 5+ stars."
Illahe WineryClient
“I have been a client for more than ten years. Their helpful knowledgeable staff have improved all facets of my business accounting. Their bookkeeping assistance is essential for me to keep my winery going and put attention to only the most important aspects of running my business.”
Dan N.Client
“It has been a pleasure working with Ben Wilson & Zach Hatefi at Anthem. Their entire team exudes professionalism while providing good strategies and communication. I can highly recommend them!”
Caleb R.Client
"Working with Anthem has been such a positive experience. The team is absolutely incredible, they're so easy to work with, and have really helped me a lot during my first year of business. So glad I reached out to them!”
Melinda F.Client
“Professionally, Anthem steps up to meet the needs of our community. They have sponsored many community events that benefit children, women and their families and nonprofits throughout Marion, Polk and Yamhill counties. They have a purpose that makes a positive impact in so many lives.”
Ron BartelClient
“The team at Anthem has been exceptional in handling our taxes and financial planning. They are readily available to answer any questions and provide guidance to keep you on track. Highly recommend their services."
Ryan CollierClient
“Many of my clients use Anthem for business, estate and tax advice. My law firm works with Anthem in a team approach of advisors dedicated to serving our mutual clients. I find the advisors at Anthem professional and responsive. I highly recommend them."

Get a Free Discovery Meeting

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FEATURED PODCAST EPISODE:
THE HIDDEN PROFITS YOU'RE MISSING

Hot take: Most business owners don’t know that a few simple swaps could skyrocket their profitability.

In this episode, Brian Keyser, Anthem’s Director of CFO Services, breaks down the six keys that every business owner should know to unlock the hidden profits they’ve been missing out on.

WATCH OR LISTEN NOW
Episode 01 Unlocking Hidden Profits (1)

FAQs

A business valuation is a professional analysis that determines what your company is worth in today’s market. It considers your financials, assets, market position, growth potential, and industry conditions to arrive at a defensible value you can use for sales, partnerships, financing, or planning.

Most valuations take 2-4 weeks depending on complexity and how quickly you provide documentation. We offer expedited services (5-7 business days) for time-sensitive situations, and preliminary estimates can be ready within 48 hours.

Valuations provide a defensible range rather than a single precise number. A well-executed valuation is typically accurate within 10-15% of actual market value. The real measure isn’t perfection,  it’s whether the valuation holds up with the IRS, in court, or during negotiations.

While not legally required, a professional valuation gives you negotiating power, prevents leaving money on the table, helps you set realistic asking prices, and shows serious buyers you’re prepared. Most successful exits start with knowing your baseline value.

You can estimate your business value using online calculators or industry multiples, but self-valuations lack credibility with the IRS, courts, lenders, and sophisticated buyers. For high-stakes decisions, a certified professional valuation is essential.


For active growth planning, annual valuations help track progress. Before a sale, get valued 12-18 months out to identify improvement opportunities, then again closer to listing. For estate planning or buy-sell agreements, update every 2-3 years or when major changes occur.

You’ll have a dedicated account manager as your main point of contact. Reach out via email, phone, or scheduled calls, whatever works best for you. Most questions get answered within a few hours, and we schedule regular check-ins to review your financials and address any concerns.

It depends. A valuation for estate planning may not be appropriate for a sale negotiation due to different valuation standards. We’ll discuss your current and potential future needs upfront to ensure the valuation serves all intended purposes.

TAX RESOURCES FOR AGRICULTURE BUSINESS OWNERS

IRS FARMER'S TAX GUIDE

This is Publication 225, the comprehensive Farmer's Tax Guide.
CLICK HERE

TAX ESTIMATOR TOOL

An interactive spreadsheet that producers can download to estimate tax liability.
CLICK HERE

LOCAL FARMING DASHBOARD

Find local agriculture data and USDA resources for your state and county.
CLICK HERE
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