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Business Valuations

A business valuation requires a unique blend of qualitative information and quantitative data - a special mix of art and science. It demands the skills of knowledgeable, experienced business people who have the educational background and professional judgment to thoroughly understand and perform the research, financial analysis, and investment risk analysis required to complete a professional business valuation, as opposed to a simple arithmetical formula. Further, a supportable valuation considers more than historical and projected financial information; it reflects such critical issues as industry and economic conditions and outlook, competitive posture, uniqueness of products and services, and quality of management.

Generally, there are three approaches to valuing a business - an asset approach, an income approach, and a market approach. For each approach, there are numerous commonly used methods that can be utilized depending on the circumstances of each valuation assignment. We use our experience and professional judgment to determine the methods most appropriate under the circumstances.

Following are examples of situations in which a valuation may be required:

  • Adequacy of Life Insurance
  • Allocation of Acquisition Price
  • Buy/Sell Agreements
  • Bankruptcy and Foreclosure Procedures
  • Charitable Contributions
  • Employee Stock Ownership Plans (ESOPs)
  • Estate and Gift Tax Planning
  • Financing Arrangements
  • Franchise Valuation or Evaluation
  • Gifting Programs
  • Incentive Stock Option Programs
  • IRS Compromise Agreements
  • Litigation Support
    • Disruption of a Business
    • Dissenting Shareholder Actions
    • Divorce Settlements
    • Economic Loss Analysis
    • Partner Disputes
  • Liquidation or Reorganization
  • Mediation and Arbitration
  • Mergers and Acquisitions
  • Sale of a Business
  • Split-ups/Spin-offs
  • Succession Planning



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