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Our team has the experience, knowledge and credentials necessary to provide expert financial guidance regarding the value of your entity. Today’s regulatory environment requires independent and professional valuations for private businesses for any number of reasons. Some of the situations that may require a professional valuation include:
- Strategic Planning
- Succession/Exit Planning
- Estate and Gift Planning (LLC’s, FLP’s)
- Initial Public Offerings
- Financing
- Bankruptcy / Turnaround
- Transaction Pricing
- Litigation/Partner disputes
Other ways a thorough business valuation can work for you:
- As a Management Tool - Prepared periodically, it can serve as a measurement tool that helps owners evaluate overall progress towards goals and management effectiveness.
- A Negotiation Tool when buying or selling your business.
- Helps you to secure a loan and assists you when negotiating with potential equity investors.
- Can be used to determine the value of your shares if you want to exit or otherwise buy other partner's shares.
Specific services include:
- Gift and Estate Tax Valuations
- ESOP Valuations
- 409A Valuations
- Stock option valuations
- Economic Damages/Lost Profit calculations
- Family Law Support (valuations/document assets and liabilities)
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