If you own a business, or a partial interest in a business, you will at some time need professional valuation services to determine how much the business assets (tangible or intangible) are worth, in order to:
- Sell your business at a price commensurate with its value
- Provide a lender with financial statements for a business loan
- Plan for a merger, acquisition or stock offering
- Develop an estate or tax plan to safeguard your wealth
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- Create a succession plan
- Determine the value of assets and liabilities for a divorce settlement
- Provide data for attorneys in litigation
- File an insurance claim
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We provide independent business valuations for closely held businesses, private equity groups, publicly held companies, and partnerships. These valuations are used primarily for:
- Purchase/sale of a business
- Allocation of purchase price for financial reporting
- Divorce litigation
- Estate and gift taxes
- Goodwill impairment testing
- Strategic business planning
- Bankruptcy and reorganization
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- Owner, partner, or dissenting shareholders' disputes
- Internal ownership transition and succession planning
- S Corporation elections
- Buy-sell agreements
- Damages/economic loss analysis
- Stock options
- Benchmarking shareholder value
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The type of report that will be issued is determined by the purpose of the valuation and the report's intended use. |
