Case Studies
As a nationally recognized expert in developing highly defensible business valuations for small and mid-sized privately held companies, Merrimack Business Appraisers is the go-to resource for trusted advisors helping their clients. Typically, these situations involve the sale of a business, shareholder dispute, divorce settlement, determining tax liability, 409A valuations, or reviewing another business valuation appraisal.
An Objective Resource When a Business Valuation Is Needed
CPAs of small and mid-sized firms count on Merrimack Business Appraisers to assist their clients when a business valuation is needed related to tax liability, commonly for estate and gift tax. Family law attorneys and specifically divorce litigators regularly introduce Merrimack to their clients to prepare an objective business valuation as part of a divorce settlement process. Business attorneys as well as tax and estate planning attorneys refer us to assist their clients, as do bankers, financial advisors, wealth managers, and business brokers.
Valuations that Stand Up to Rigorous Scrutiny
While most cases are settled outside of court, in 100 percent of the cases in which the company’s president, Louis J. Pereira, has provided expert testimony, triers of fact including judges and arbitrators have ruled in favor of his business valuations.
By Valuation Purpose
Merrimack Business Appraisers has prepared objective, defensible business valuations in the instances of a sale, divorce, shareholder dispute, tax, and appraisal review. Review the case studies below for the end results achieved:
Tax
Tax: 409A Valuations
Divorce
Sale
