Business Valuations
There are many motivations for having the business value appraised. Some business valuations are required, such as in the cases of marital dissolution or estate taxes, while other business appraisals originate from the desire to identify a business value, such as a basis for a business purchase or sale.
Regardless of the motivation for the business valuation, one thing is clear:
It is very important to have a business valued by a business appraiser who understands not only the composition of the financial statements but also how to convert those accounting numbers into estimates of future performance, which ultimately create the basis for business value in today’s dollars. With a Ph.D. in finance, and ASA and CBA business valuation credentials, our principal is qualified to render a professional opinion about the value of your business.
- Partnership/Shareholder Agreements (Buy/Sell)
- Insurance Claims
- Marital Dissolution (Divorce)
- Insurance Coverage
- Estate Planning (Gifts, Charitable Contributions or Inheritance)
- Bank Loans and Other Financing
- Family Limited Partnership (FLP) or Limited Liability Company (LLC) Discounts
- Intangible Assets and Goodwill Impariment (SFAS 141 & 142)
- Employee Stock Ownership Plans (ESOPs)
- Eminent Domain Actions
- Litigation issues involving Lost Profits or Economic Damages
- Incentive or Employee Stock Options (ISOs and ESOs)
- Dissenting / Oppressed Shareholder Litigation
- Strategic Planning
- Mergers and Acquisitions (M & A)

