OUR
SERVICES

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.

Next

Financial Reporting