Business Valuation

Placing a monetary value on a company or business involves much more than simply determining what a potential buyer might pay for it. There are many factors that need to be taken into account, such as the type of company, market value, investment value, growth potential, tax laws, and, of course, the individual circumstances of each business owner.

You may have a "number" in mind of what you believe your business is worth, but are you sure it's accurate or realistic? It might be too low. It's in your best interests to discover the true worth of your most valuable asset.

Our professionals have many years of experience in a wide range of business valuation issues and can help set an appropriate, realistic value for your company. As financial professionals, we understand the trends of business, along with the complications and variables involved in valuing a business, and the impact that these have on the ultimate value determination. We know the various industry rules and will apply them in analyzing the value of your business.

As business valuation professionals, we know what factors are integral in ascribing a reasonable value on your business. As such, we can work with you, hand-in-hand, to structure your business to maximize its value potential for prospective buyers and/or investors.

The potential sale of your business seems like the primary reason for seeking a professional business valuation. However, our professionals are well-versed in the intricacies of the business world, and note that there are several other reasons why you may need a business valuation:

• Estate, gift, and trust planning - Estate taxes are based on the fair market value of all assets, including businesses.
• Buy/sell agreements - This is basically an understanding between shareholders of a company that specifies the terms and prices of a buyout in the event of shareholder(s) wishing to sell.
• Mergers/acquisitions - Stock-based transactions require a fair value assigned to applicable entities.
• Divorce settlements - Businesses are valued during divorce proceedings to determine the worth that will be divided amongst the once-married couple.
• Litigation - Multiple forms of litigation require the use of a professional business valuator.
• Employee stock ownership plans (ESOPs) - These retirement plans offer employees ownership in the business for retirement purposes. In order to determine proper contribution amounts, a business valuation is likely required.