When you need to know the value of your business, assets, estate, negotiate a sale/purchase, obtain credit, settle a legal dispute or determine a tax liability – a valuation is needed.
Some of these situations are:
• Estate planning • IRS Liability • Retirement funding estimates • Buy-sell agreements and insurance • Marital, Partnership & Corporate Dissolutions • Annual valuation of stock options • Exit planning strategy • Value maximizing strategy (used with other consulting services) • Owner buy-in/out • Intellectual Property • Bank loan (SBA & conventional) due diligence • Fairness or Solvency Opinions • Negotiations and due diligence for business sale or purchase
