Expert Business Valuation Services

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“How much is this business interest worth?” is a question not easily answered. There are few things more complex than establishing an accurate valuation of your business.

The difference in fair market value from what a person may believe and what the IRS determines could result in an unnecessary increase in taxes and be detrimental your exit strategy. Therefore, it is imperative that you have a valuation that is defendable using generally accepted techniques recognized by the IRS, tax courts, NACVA, and the AICPA.

Whether it be for divorce, estate, gift, and income tax purposes, partnership disputes, or for general business planning, we are here to assist with calculating the value of those interests using generally accepted valuation methodologies.

Valuation Services Provided:

Estate, Gift and Income Taxes

Transfers of business ownership, whether by inheritance, gift, or buy/sell agreements are all potentially taxable events triggered by the fair market value of the transaction. The difference in fair market value from what a person may believe and what the IRS determines could result in an increase in gift and estate taxes. Therefore, it is imperative that you have a conclusion of value that is defendable using generally accepted techniques recognized by the IRS and tax courts.

Marital Dissolution

Valuing a business or business interest for divorce purposes unfortunately has become one of the most common reasons for engaging a business valuation professional. When a marital dissolution process is initiated, it is often necessary to determine the value of any business, or business for purposes of “equitable division”, which is the court’s process of allocating separate or marital assets.

Shareholder / Partnership Disputes

Shareholder and partner disputes often involve a minority owner who feels they are being mistreated or disagrees with the decisions of management. Often these disagreements lead to a minority owner to exit the business, and a valuation is needed to determine the value of that exiting interest. We can provide an independent and unbiased opinion of value for the interest in question.

Calculation Engagements

While not a complete valuation, for a calculation engagement the valuation analyst and client agree on the methodology and approach that will be performed in estimating the value. Although calculation engagements are not the same as a complete full valuation, they are useful tools when third party verification and agreed upon methodologies are utilized.

Fill out the form on this page to request a free consultation about your current situation and how our business valuation services can help.