Adding a Valuation Expert to Your M&A Strategy
Global merger and acquisition (M&A) activity is expected to exceed $4 trillion in 2025, driven by factors like interest rate cuts from the Federal Reserve, promises of reduced regulations, and […]
Category: Valuation
Uncover the True Worth of Your Manufacturing Business
Many manufacturing business owners have a rough estimate of their company’s value. However, a professional valuation is essential if you’re considering selling your business, applying for a loan, seeking financing, […]
Do Marketability Discounts Apply to Controlling Business Interests?
Marketability discounts commonly apply when valuing minority interests in closely held businesses, but many valuation experts believe they may also apply to controlling business interests. These discounts reflect the uncertainty […]
Valuing a business for a dissenting or oppressed shareholder case
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?
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
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?
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
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
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
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
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
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. […]
