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BUSINESS VALUATIONS
We have extensive experience in preparing business valuations.
We focus on helping you understand the value of your business
beyond just the value of your hard assets. We utilize
our broad experience over a range of industries and our
real world experience in the business marketplace to provide
you with realistic and substantiated business valuations.
Our work adheres to well-recognized professional standards
and ethics. We conduct our efforts with thorough due diligence,
confidentiality and attention to service.
Our valuations are used for such things as:
- Business Sales
- Mergers and Acquisitions
- Stockholder Buyouts
- Succession Planning
- Management and Employee Compensation
- Estate Tax Planning
- Gift Tax Planning
- General Tax Planning and Asset Allocation
- Key Man Insurance
- Divorce Matters
Also, if you are considering the wind down of your business,
as opposed to a sale, we can you help in assessing the value
of your business on an orderly or forced liquidation basis.
COMPREHENSIVE BUSINESS VALUATIONS
Our expertise is in valuing your
business. We do not profess to be experts in how
to value real estate or machinery and equipment. Most of
the time, real estate is separately owned and not part of
the business valuation process. However, when a comprehensive
business valuation involves significant real estate holdings,
or large quantities of valuable machinery and equipment,
we utilize the services of well-recognized industry experts
to supplement our business valuations. By utilizing the
services of these outside experts when necessary we can
provide you with comprehensive valuation service that covers
all your valuation needs.
BENCHMARKING
A business can be the most valuable
asset that you own. The primary reason that most
people own a business, beyond having a job, is to create
wealth. You do that by working over time to increase the
value of your business. As such it makes prudent financial
sense to know its value and to monitor that value on a regular
basis. Our Benchmarking service helps you understand whether
your increase in sales, or your investment in capital equipment,
really increased the value of your business.
Our Benchmarking service is a simple and cost effective
way for business owners to track the value of your business,
be it for financial planning purposes, insurance purposes
or other business reasons. The process is simple and is
based on a three year repeating cycle:
- Year 1 – Conduct a full business valuation
- Year 2 – Perform an updated abbreviated business value
assessment
- Year 3 – Perform an updated abbreviated business value
assessment
A full business valuation in year one provides us with
the core information we need to provide relevant and cost
effective updates in years 2 and 3. Utilizing the same techniques
and valuation expertise of our firm from year to year ensures
a consistent and realistic approach to providing you with
timely business value updates. It clearly makes sense to
monitor the value of your most important asset. Every year
more of our clients engage us to Benchmark their business
on an annual basis.
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