Insights: Business Valuation Services

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Prepare for valuation issues in your buy-sell agreement

September 10, 2018

Every business with more than one owner needs a buy-sell agreement to handle both expected and unexpected ownership changes. When creating or updating yours, be sure you’re prepared for the valuation issues that will come into play.Issues, what issues? Emotions tend to run high when owners face a “triggering event” that activates the buy-sell. Such events…

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7 ways to prepare your business for sale

March 27, 2018

For some business owners, succession planning is a complex and delicate matter involving family members and a long, gradual transition out of the company. Others simply sell the business and move on. There are many variations in between, of course, but if you’re leaning toward a business sale, here are seven ways to prepare:1. Develop…

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Miri Hunter – Our newest Certified Valuation Analyst (CVA)

January 3, 2018

Congratulations to Miri Hunter for her hard work to earn her Certified Valuation Analyst (CVA) credentials!  Miri completed extensive training and testing administered by the National Association of Certified Valuation Analysts (NACVA).  A valuation analyst is a professional who determines how much a business is worth. A certified valuation analyst prepares business appraisals and consults…

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Valuation often affects succession plans in hard-to-see ways

November 6, 2017

Any business owner developing a succession plan should rightfully assume that regular business valuations are a must. When envisioning the valuation process, you’re likely to focus on its end result: a reasonable, defensible value estimate of your business as of a certain date. But lurking beneath this number is a variety of often hard-to-see issues.…

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What can a valuation expert do for your succession plan?

February 23, 2017

Most business owners spend a lifetime building their business. And when it comes to succession, they face the difficult decision of whether to sell, dissolve or transfer the business to family members (or a nonfamily successor). Many complicated issues are involved, including how to divvy up business interests, allocate value and tackle complex tax issues.…

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