Business Valuation
We provide complete, accurate, and detailed valuations
Determining the value of your business requires proven expertise. Whether you’re buying or selling a business, developing new shareholder agreements, seeking financing, or planning for the future, our team will provide concise, comprehensive reports designed to be easily understood by family members, attorneys, other business owners, bankers, and the IRS.
When is a business valuation necessary?
A business valuation is usually necessary whenever one of the following events impacts your business:
Succession Planning
Businesses may be sold to employees, gifted to trusted family members, or sold to a strategic buyer or a third-party. In any of these situations, a business valuation may be necessary. Each of these scenarios is complicated with distinct tax implications.
Estate and Gift Taxes
You might need a business valuation when gifting assets to family members or to file an estate tax return and provide guidance to the personal representative of the estate to fulfill the terms of the decedent’s will.
Sales, Mergers and Acquisitions
A company looking to sell may include a valuation as part of the documents presented to prospective buyers. A merger of two companies may require both companies to obtain a valuation.
Buy/Sell Agreements
Business valuations for buy/sell agreements need to be updated periodically to keep pace with changes in the economy and the business environment.
Shareholder and Partnership Buyouts or Disputes
Many states allow a business to be dissolved without unanimous consent. A current business valuation can help protect your business interests if this happens.
Divorce
If your marital situation requires you to split your assets, you may need a valuation.
Financing/SBA Loan
Banks and the Small Business Administration may require a valuation before approving a loan. The valuation provides the bank with fair market value amounts that can support a loan.
The methodology used in a business valuation is important.
Our methodology is designed to provide a clear, precise, and current estimation of what your business is worth. It also holds up to scrutiny if your business is sold or involved in litigation. With Weiss, you’ll have the information you need to make strategic decisions.
Our team has decades of experience.
Over the past three decades, our team of CVA’s (Certified Valuation Analysts) has completed hundreds of business valuations. Having the right team conducting your business valuation makes all the difference. To learn more about our valuation services or to request a quote, contact Valuations partner Chris Bozarth.