Why
choose a Certified Valuation Analyst?
The
demand for business valuation services has increased tremendously in recent
years, especially from owners of family businesses concerned with estate and
gift tax issues and succession planning, parties in divorce settlements, or
individuals who need guidance on buying or selling a business.
Because
we have experienced CPAs on staff accredited as Certified Valuation Analysts (CVAs),
we are available to provide full and comprehensive renderings of value,
consultations regarding an assessment of value, or, as needed in some cases, a quick and economical preliminary estimate of value. The rigorous
educational requirements of the CVA designation combined with experience as a
CPA ensures that the services you receive are of the highest professional
competency, thoroughness, and accuracy.
When
do you need valuation services?
You
want to buy or sell a business. If you own a business, you
may need to establish a reasonable estimate of what you can expect to receive.
You
are divorcing.
A valuations helps determine the distribution of assets between spouses.
Well-founded valuations that will withstand legal challenges are key.
You
use gifts as a tax strategy in your estate plan.
An objective valuation that adheres to IRS regulations can help your gifts
withstand IRS scrutiny.
You
are liquidating your business.
A valuation is necessary to determine creditor settlements and the availability
of assets for distribution.
You
are setting up a buy-sell agreement.
Contractually determining what happens to company stock after a
triggering event can help you avoid stockholder disputes and solve estate
planning problems.
You
are seeking business financing.
An independent valuation can provide objective evidence of the value of your
business and assets that can help you obtain financing from lenders and
investors.
You
are doing strategic planning.
A business valuation can provide a foundation that will help you develop
realistic strategic planning objectives.
You
require a fairness opinion.
A fairness opinion usually addresses whether a proposed transaction is fair to
shareholders or a group of noncontrolling shareholders form a financial point of
view.
In
what other situations is a valuation necessary?
•
Estate & Gift Taxes
•
Adequacy of Life Insurance
•
Lease v. Buy
•
Reorganization or Liquidation
•
Mediation & Arbitration
•
Sale of a Business
•
Succession Planning
•
Franchise Valuation or Evaluation
•
Financing
•
Charitable Contributions
•
Bankruptcy & Foreclosures
•
Allocation of Acquisition Price
•
Buy-Sell Agreements
•
Eminent Domain
•
Employee Stock Ownership Plans (ESOPs)
•
Fairness Opinions
•
Gifting Programs
•
Incentive Stock Option Programs
•
Initial Public Offerings (IPOs)
•
Mergers & Acquisitions
•
Split-ups/Spin-offs
