Informed and independent business valuations are essential for a variety of reasons, including:
- Allocation of Purchase Price for Tax and Financial Reporting
- Estate and Gift Tax Planning and Reporting
- Merger and Acquisition Planning
- Buy/Sell Agreements
- Restricted Stock & Blockage Discounts
- Stock Options and other Derivates
- C to S Corporate Conversions
- Investment Advice
- Dissident Shareholder Actions
- Arbitration
- International Transfer Pricing
- Financing
- Employee Stock Ownership Plans
- Executive Compensation
- Regulatory Reporting
- Notes Receivable
- Management Planning
A proper business valuation will include many of the following:
- Normalizing and analyzing financial statements
- Performing a comparative analysis
- Estimating future earnings/earning potential
- Economic/Industry analysis
- Developing capitalization rates
- Selecting and applying the proper valuation method
- Prices paid in recent transactions involving similar companies
- Applicable revenue rulings
- Allocation of value
Our valuation professionals provide sound valuation opinions that are based on the underlying dynamics and economics of the enterprise.
