Why Do You Need a Business Valuation?

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

These are only some of the reasons why a client may need a business valuation.

Please discuss your needs with Alteris so we can, together, determine your valuation needs.