You own a business; how a business valuation fits into exit planning.
You’ve built a business. As you think about how long you want to work, most business owners want to know: what do I have here? How much is this business worth? This situation is honestly one of my favorite ‘triggers’ for preparing a business valuation. We have all...
Going through a divorce? Some advice.
This is one of the most important issues to address when divorce involves ownership in a privately-held business. Naturally, both parties want a fair and objective answer, but competing valuations can quickly add cost, time, and conflict to an already difficult process. A single, well-supported business valuation prepared by a qualified appraisal professional can provide the reliable information needed to help both parties move forward.
Have You Prepared A Business Valuation for A Business Like Mine?
This is one of the most common questions asked during an initial conversation with a prospective client. Naturally, they want to make a wise decision in selecting a qualified business appraisal professional for preparing their business valuation.
A Common Need for an Objective & Independent Business Valuation: 409A Valuations for Tax Compliance
Early-stage companies and high-growth businesses commonly backed by venture capitalists often attract and reward employees by issuing restricted stock or stock options to offer an appealing and competitive compensation package.
Playing to One’s Strengths
Knowing your strengths and playing to your strengths. This adage stands the test of time. While some may first think of an athlete and playing to their natural strengths, this adage rings true to honing our skills, expertise, and talents in any profession. Successful...
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
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...
Thinking of selling your business? Three reasons to get an objective business valuation.
Buying or selling a business is one of the triggers for getting an objective, thorough, business valuation. It is reasonable to ask yourself, do I need a business appraisal or is a broker opinion of value (BOV) that a business broker offers sufficient? Three reasons...
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.
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,...
