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Business Valuations

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.