If your business is closely held, it may not be easy
to determine its value. Yet, it may become necessary
to know its value for a variety of reasons – merger, acquisition, sale, purchase, estate or
gift tax requirements, buy/sell agreements, litigation,
or estate planning.
A business valuation involves a systematic process
whereby the value of a business, or an identifiable
segment thereof, is determined as
of a specified date in connection with a specified purpose.
Our professional-prepared business valuation
not only determines a businesses’ worth, but offers timely answers to critical
questions that face owners of closely held companies.
Our approach
Depending on the purpose and intended
use, valuations may vary from
formal to informal. The circumstances of each
situation dictate the level of formality and type of report that is required. A formal
valuation involves the following steps:
- Identification of the
critical information
- Data
gathered and researched
- Financial and economic
analysis
- Valuation analysis
based on the appropriate
methods needed
- Reconciliation
of the values resulting from
the different valuation
methods and developing
conclusions regarding the values
- Preparation,
delivery and explanation
of the report
How you benefit
Our business valuation services provide the following
benefits:
- Access to the various factors that impact the value of a closely help business.
- Unique
insight into the valuation process
and a systematic, professional approach to the value of your company.
- A high-quality
final report with the explanations
needed to fully understand the process used.
- Access to experienced
valuation consultants who bring
valuable knowledge to your specific
situation.
For more information regarding business valuations services, please feel free to contact:
Bill Dimick, III, CPA, ASA
bill.dimick@padgett-cpa.com
Phone: (210) 828-6281
Toll Free: (210) 879-4966 |
