Do You Prepare Business Valuations that Include Real Estate?

Do You Prepare Business Valuations that Include Real Estate?

I am regularly asked this question. The short answer is yes, but it is a bit nuanced. I am a Certified Business Appraiser (CBA) which is different from a real estate appraiser. However, I regularly develop business valuations that include ownership of real estate. So,...

Preparing business valuations for unusual industries

Preparing business valuations for unusual industries

I am often asked, have you ever prepared a business valuation for ___________ industry? It is understandable to assume there are distinct differences to account for when developing a thorough business valuation for a particular industry. Many of our clients only need...

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...