What type of Valuation Do I Need?

When forming a partnership, adding a partner, or partner buy-out you may need a Summary Conclusion of Value to complete the transaction.

If you are trying to determine an appropriate buying or selling price you may need a Calculation of Value performed before you being the process.

One reason you might need to get a Calculation of Value performed on your business is to o know where you are to map future growth or sale.

An ownership percentage change may impact the value of your business, you may need a Summary Conclusion of Value to determine if the change will benefit or harm the business value.

Whether you are considering early retirement or a key employee wishes to purchase your business, you may need a Summary Conclusion of Value to get the process started.

SBA loans require a valuation usually a Summary Conclusion of Value. Under current SBA regulations, these loans require an independent business valuation from a qualified source. A “qualified source” is someone who regularly receives compensation for business valuations.

Estate Planning: When gifting your business to your spouse or heirs your attorney may need a Detailed Conclusion of Value included in your will or other tax documentation.

IRS, Legal, Litigation Matters: When going through a legal matter such as a divorce, litigation, or other IRS issues. The IRS or Court may force Court Ordered Valuations be performed. These usually require a Detailed Conclusion of Value.