Business Valuations
serve many needs
You may need a business valuation for commercial or family litigation, to assist clients in their estate planning, for shareholder agreements, disputes or buy-outs, or to help business owners buy or sell their business, and many other business and legal purposes such as:
Income Tax Purposes – Certain transactions may require determining the fair market value of equity in a business to accurately assess tax liability, which can help avoid underpayment and overpayment of taxes. Tax-related valuations are prepared for a variety of purposes, such as compensation in the form of stock or options, charitable contributions, S corporations’ elections, and purchase price allocations.
Litigation Support – Attorneys rely on the opinions of our business valuation professionals, as well as their reports, to help substantiate claims and defend positions in situations such as business and marital dissolutions, lost profit cases, insurance claims and more.
Estate & Gift Taxes – Valuations of business interests are beneficial for estate planning, gifting, estate settlement and Internal Revenue Service reporting of estate and gift transactions. A properly prepared valuation can help avoid IRS challenges, exposure to undervaluation penalties and disputes amongst heirs.
Marital Dissolution (Divorce) – Your business frequently is your largest marital asset and the most complex to value. A business valuation will be required to determine the distribution of marital assets.