Business Valuations

The value or worth of an interest in a privately held company, as opposed to stock in a public company, is usually unknown because there is no active market to sell or trade that interest from which to approximate a value. Value determinations are commonly needed to calculate estate tax upon death, split up family assets in a divorce, or negotiate value in a purchase, sale, or merger of a business enterprise. Besides these, there are many reasons why the holder of an interest in a privately held company might require a business valuation.

• Buy/Sell Agreements
• Charitable Contributions
• Divorce
• Dissenting Shareholder Actions
• Employee Stock Ownership Plans (“ESOPs”)
• Estate Planning and Determinations
• Family Limited Partnerships
• Gifting Programs and Gift Taxes
• Life Insurance
• Partner Disputes and Split-Ups
• Purchase, Sale, Merger of a Division or Subsidiary
• Succession/Exit Planning
• Venture Capital and Other Forms of Financing
  

Our professionals have earned accredited and certified valuation designations through the premier valuation organization in the United States, the National Association of Certified Valuators and Analysts (NACVA). NACVA trains and certifies professionals to perform valuations for both the consulting community and business owner clients.  NACVA requires that its members engage in extensive continuing education resulting in periodic recertification.

A properly prepared business valuation provides management with insightful information that helps identify company strengths and weaknesses that affect value, allowing management to more effectively focus its energies in places that really count. A business valuation, prepared periodically, also serves as a management tool that helps owners evaluate overall progress towards goals and management effectiveness.

Regardless of the client need, our expert valuation services have one common thread –to arm the client with reliable, unbiased, timely  information in order to make informed decisions.