Valuation Archives - HW&Co. CPAs and Advisors

Valuing a business for a dissenting or oppressed shareholder case

By: James Horkey

Shareholders who own a minority interest in a business may not always agree with key decisions made by controlling shareholders. For instance, a minority shareholder might object to a stock-for-stock […]

Do You Need a Buy-Sell Agreement?

By: David M. Reape

Are you buying a business that will have one or more co-owners? Or do you already own one fitting that description? If so, consider installing a buy-sell agreement. A well-drafted […]

Business Valuation Effect on Estate Planning

By: James Horkey

Summer is a great time for business owners to review their estate plans. Maybe your kids are home for summer break, so they’re top of mind. Or perhaps you’re vacationing […]

What’s the Difference Between a Calculation of Value and a Conclusion of Value?

By: James Horkey

Most business valuation assignments call for a conclusion of value. However, there may be times when a calculation of value can be a quicker, more cost-effective solution. Value Conclusions When […]

Using Business Valuation Pros for Fairness Opinions

By: James Horkey

Uncertainty about inflation, regulations and geopolitical risks abounds in today’s marketplace. A fairness opinion can protect against costly litigation if your company engages in a major transaction and the projected […]

Levels of Value: Why it Matters in a Business Valuation

By: James Horkey

A business may have more than one value, depending on the purpose of the business valuation and the characteristics of the ownership interest. Before an expert starts working on a […]

Beware of Fixed-Value Provisions and Other Business Valuation Faux Pas in Buy-Sell Agreements

By: James Horkey

Buy-sell agreements are a critical tool for closely held businesses and professional practices. The valuation provisions of these agreements play a significant role when buyouts happen. Unfortunately, shareholders in a […]

No Question: Management Interviews Are a Critical Part of the Business Valuation Process

By: James Horkey

When preparing a business valuation, quantitative data — from tax returns, financial statements, contracts and other sources — is important. But there’s more to a company than numbers. Qualitative factors […]

How Business Valuation Professionals Estimate Reasonable Compensation

By: James Horkey

Reasonable compensation is an issue that comes into play in divorce, shareholder disputes and tax cases. It’s also a common financial statement adjustment that valuators make when valuing a business. […]

Valuing Intangible Assets

By: James Horkey

Intangible assets — such as patents, copyrights, trademarks and customer lists — can have substantial value. But, unless they’re purchased from a third-party, you might not know what they’re currently […]

Good Acquisition? Not If Your Seller’s Hiding Something

By: Tony LaNasa

If you’re considering buying a company, fraud may be the last thing on your mind. Unfortunately, you can’t afford to ignore the possibility that your acquisition target is hiding something […]

Selling a Private Business? A Valuation Pro Can Provide Peace of Mind

By: James Horkey

Mergers and acquisitions can be stressful for entrepreneurs who have invested blood, sweat and tears in their businesses — or second-generation owners who are selling their parents’ legacies. Setting the […]

1 2 3 Previous Insights

What can we help you find?