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Business Valuation

Scope of Services

For Estate Tax Business Valuations

  • IRS-qualified valuator
  • IRS-qualified valuation report
  • Going concern premise
  • As if in liquidation premise
  • Prepared and presented in full formal valuation reports

For Income Tax – Charitable Contributions – Business Valuations

  • IRS-qualified valuator
  • IRS-qualified valuation report
  • Going concern premise
  • As if in liquidation premise
  • Prepared and presented in full formal valuation reports

For Internal Revenue Service – Offers in Compromise – Business Valuations

  • IRS-qualified valuator
  • IRS-qualified valuation report
  • Going concern premise
  • As if in liquidation premise
  • Prepared and presented in full formal valuation reports

For SBA (Small Business Administration) Business Valuations

  • Qualified independent SBA Valuator
  • Qualified independent SBA Valuations
  • Prepared and presented in full formal valuation reports
  • Reports prepared and presented in conformity with SBA SOP 50-10 as updated in 2009

For Controlling or Minority Interest Dispositions Business Valuations

  • Pre-sale planning and strategies
  • Pre-sale value enhancement strategies
  • Estimation of company and industry growth and risk assessments
  • Evaluation of company financial history and risk assessments
  • Company strengths, weaknesses, opportunities and threats
  • Going concern premise
  • As if in liquidation premise
  • Choice of report types

For Buy-Sell Agreements Business Valuations

  • Pre-sale/pre-buy planning and strategies
  • Pre-sale/pre-buy value enhancement strategies
  • Estimation of company and industry growth and risk assessments
  • Evaluation of company financial history and risk assessments
  • Company strengths, weaknesses, opportunities and threats
  • Going concern premise
  • As if in liquidation premise
  • Choice of report types

Adequacy of Insurance Business Valuations

  • Buy-sell or cross purchase arrangements
  • Pre-sale/pre-buy planning and strategies
  • Pre-sale/pre-buy value enhancement strategies
  • Estimation of company and industry growth and risk assessments
  • Evaluation of company financial history and risk assessments
  • Company strengths, weaknesses, opportunities and threats
  • Going concern premise
  • As if in liquidation premise
  • Choice of report types

Buy-Out Or Buy-In Business Valuations

  • Minority or controlling interests
  • Pre-sale/pre-buy planning and strategies
  • Pre-sale/pre-buy value enhancement strategies
  • Estimation of company and industry growth and risk assessments
  • Evaluation of company financial history and risk assessments
  • Company strengths, weaknesses, opportunities and threats
  • Going concern premise
  • As if in liquidation premise
  • Choice of report types

Accredited Valuation Review Reports (Non-testifying Legal Consultant)

  • Formal opinion on the credibility of the valuation report under review
  • Minority or controlling interests
  • Going concern premise
  • As if in liquidation premise

Legal Consulting and Reports to Counsel (Non-testifying Legal Consultant)

  • Minority or controlling interests
  • Estimation of company and industry growth and risk assessments
  • Evaluation of company financial history and risk assessments
  • Company strengths, weaknesses, opportunities and threats
  • Going concern premise
  • As if in liquidation premise
  • Limited review and opinion of strengths and weaknesses of opposing expert’s valuation report (not a formal opinion report under the ABAR credential or proposed best practices as of 2009)
  • Choice of report types

Programs and Strategies to Increase Profitability, Cash Flow and Business Value

  • Determining value drivers
  • Determining critical success factors
  • Establishing key performance indicators
  • Establishing a management-by-statistics monitoring system
  • Evaluation of company-specific risk factors affecting value
  • Establishment of strategies to mitigate company-specific risk factors
  • Moderating volatility in revenues, profitability and cash flows
  • Developing maximum sustainable growth rates based on availability of working capital
  • Effective establishment of cash flow forecasting
  • Periodic measurements of value changes
  • Development of multiple sustainable competitive advantages
  • Identification of company cultural attributes which enhance value through team members
  • Facilitation of customer and team member advisory councils and periodic review sessions