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If you own a business (or a partial interest
in one), at some point you probably will need an assessment
of its value. The following are examples of situations where
owners will likely need a business valuation advisor…
Business Transactions
• Buying or selling a business
• Buying or selling a product line
• Facilitating an owner buy-in or buy-out
• Obtaining a bank loan or other financing
• Assessing the reasonableness of an asking price
Estate and Succession Planning
• Structuring an estate plan
• Planning for the next generation of ownership
• Determining how to equitably distribute business and
non-business assets
• Entering into a buy-sell agreement
• Determining the adequacy of key man or other insurance
coverage
• Filing an estate tax return
Tax Planning
• Electing S-corporation status
• Establishing a Family Limited Partnership (FLP) or
other asset management entity
• Gifting stock
• Forming and administering an Employee Stock Ownership
Plan (ESOP)
Business Disputes
• Resolving a dispute among
shareholders
• Exercising dissenter's rights
• Asserting a claim of oppression of minority shareholders
• Assessing economic damages
• Providing litigation support
Personal Events
• Marital dissolution (divorce)
• Filing for bankruptcy
• Entering into a pre-nuptial agreement
Other Circumstances
• Measuring business performance
• Identifying opportunities to increase business value
• Purchase Price Allocation & Goodwill Impairment
testing
• Eminent Domain
• Critiquing a business valuation prepared by another
party
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