Wednesday, March 10, 2010
Cash In - plan for the day you sell.

Business Valuation

The two happiest moments in a business owner's life are when they start it, and when they sell it.

A business valuation establishes value for a closely held business or a partial interest in the business by taking into account tangible and intangible factors.

Most owners of a business don’t know what their business is worth nor do they know what drives the value of a business or how to improve/enhance its value. In addition, most potential buyers don’t know what is a fair value.

We have over twenty years experience servicing small business clients with financial, tax and related issues. We have completed tax and non-tax business valuations as they relate to:

  • Gift and succession planning (FLP), estate & income tax engagements
  • Purchase, sale & merger negotiations
  • Buy/sell agreement preparation
  • Litigation (divorce proceedings)

Signals you should conduct a business valuation might be....

I want to sell my business and retire?

  • An employee asked me if I was interested in selling my business?
  • If I get divorced, how does my business impact that process?
  • I wonder what my business is worth and how do I increase the value?
  • I wonder what drives the value of my business?
Benefits of Business Valuation to You:
  • Assists in detailing a selling price for the seller based on the appraiser’s review of future outlook, comparable and historic sales.
  • Identifies intangible assets that may add unexpected value to the balance sheet.
  • Provides an independent opinion from a certified professional appraiser.
  • Reduces exposure to tax authorities.

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Plan Ahead

Virtually every activity of a company’s operation either is undergoing or will be subjected to change. 

Valuations have become today’s closely held companies planning tool. Bodilly CPAs & Consultants LLP proudly offers professional business valuation services. We have an accredited valuator who is a member of the National Association of Certified Valuation Analysts (NACVA) in addition to being Certified Public Accountants (CPAs).

Valuations are critical if you are considering a business sale or acquisition, estate or gift planning, additional financing, divorce determinations or reorganization.

There are different levels of valuation services depending upon your specific needs.

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