What do you need a business valuation for?

What do you need a business valuation for?

That is the key question to ask yourself. Why do you need a business valuation? Common reasons or triggers for needing a business valuation include: Tax matters: settling an estate or gifting shares. Divorce settlement and allocation of the assets including the...

Terminology can be confusing and costly. Buyer Beware.

Terminology can be confusing and costly. Buyer Beware.

Business valuation terminology can be confusing and full of acronyms that, when combined, feel like alphabet soup. For someone needing a business valuation – whether for a dispute (shareholder or divorce settlement) or for estate settlement or tax purposes,...

Can AI reduce the time and cost of business valuations?

Can AI reduce the time and cost of business valuations?

We are hearing and reading all about artificial intelligence and the role it may play in our lives. Think about how our lives have changed over the years with new things: from radio to television, from horses to automobiles, from writing letters to texting and...

Divorce & Business Valuations: Rules Vary By State

Divorce & Business Valuations: Rules Vary By State

So, you have a client who is going through a divorce, and they need a business valuation to settle the allocation of assets. Or you are filing for a divorce and need to hire a business valuation professional. Whatever the situation, state-specific knowledge is...

Buyer Beware: you need more than just the valuation number.

Buyer Beware: you need more than just the valuation number.

When a business valuation matters, supporting details matter. The need for a business valuation is triggered by important situations: selling a business, gifting shares of a business, valuation of assets as part of a divorce settlement, tax matters, and settling...

Need a business appraisal? Ask about the process.

Need a business appraisal? Ask about the process.

Do you need an appraisal of a business? Whether for gifting shares of a business, settling a divorce, or buying/selling a business, it is important to evaluate the business valuation professional. That may be difficult to do as this may be your first time needing to...

Can this business be valued? Third and final in the series.

Can this business be valued? Third and final in the series.

A common question I am asked is: Can this business be valued? In the first blog in this series, we focused on determining the value of a business that has been operating for years, but with incomplete or poor financial data. The second in the series focused on...