VALUATIONS OF CLOSELY-HELD BUSINESSES

Valuation of a closely-held business requires gathering facts and information and the application of sound business judgement. The result of a comprehensive valuation is an opinion of value. Accompanying our opinion is a report that generally includes a thorough analysis of your business, the industry you operate in, the economic climate, financial and nonfinancial considerations important to the valuation, an explanation of our valuation approach and our conclusion.

Our firm possesses the business judgement necessary to render and support valuations of closely-held businesses. We are frequently called upon to testify with respect to the value of a closely-held business.

As a business owner, you may require a valuation for one of the following reasons:

• Estate and gift tax purposes
  

• Buy-sell agreements
  

• Purchase or sale of stock
  

• Stock options
  

• Divorce
  

• Litigation
  

• Strategic planning
  

• Shareholder disputes
  

• Employee stock ownership plans
  

Whatever the reason, we will gladly meet with you to review your specific needs without cost or obligation on your part.

      

To learn more about valuation services contact

    Larry Ellison, CPA, CVA, CFE, CFF, CMAP

    Steve Hufham, CPA, CFP®

    Brooke Liggett, CPA, CVA, CFFA

    Julie Wagner, CPA, CVA, CFFA

    at (417) 882-4300.