Valuation Services

Succession Planning

Succession planning is an integral part of an ongoing business. We have extensive experience working with business owners and their successors instructing ownership transfers. Most of the time this process starts with a valuation of the business.

Estate Valuations

A valuation is often required when an owner of a business passes away and his or her interest is part of an Estate. We have extensive experience preparing valuations that comply with the IRS’s definition of a “Qualified Appraisal”.

Family Limited Partnerships

As an estate planning tool, wealthy families will often transfer assets to a limited liability company to move the assets out of their estate. They will then gift minority interests to their family members. Valuing these minority interest requires taking valuation discounts. We have extensive experience in valuing family limited partnerships that hold real estate, marketable securities, and other mixed assets.

Shareholder Disputes

When business owners can longer continue their relationship, it usually results in someone exiting the business. Most shareholder buyouts are governed by a buy-sell agreement. The buy-sell agreement will usually dictate how the business will be valued for the exiting shareholder’s interest. We can assist in reviewing the buy-sell agreement and interpreting the buy-out language and assist in preparing whatever form of valuation the agreement calls for. If the matters end up going to court, we can provide testimony to support our valuation.

Divorce

When a couple goes through a divorce, one of the spouses my own a business. It is likely the business or a portion of it is marital property. In order to settle the marital estate, the Court or even a mediator may require the business to be valued. If the divorce goes to trial and there is a dispute over the value of the business, we can provide testimony to support the valuation we prepared.

Small CPA Firm Valuation Support

Many small CPA firms are at capacity with servicing their client’s tax and accounting needs. Small firms usually do not have credentialed valuation analysts on staff. We often assist these firms with their valuation needs. We make it very clear to these firms that we have a “hands off” approach to serving their clients, meaning we will not engage their clients directly for any other services.