Business Valuation

Business Valuations have grown to be both a science and an art. To arrive at a defensible business valuation (value) an expert on business valuations needs to follow the standards and norms.

Due Diligence

Due diligence is the process of systematically researching and verifying the accuracy of a statement. Due diligence describes the degree of effort required by law or industry standard.

Trusted Valuation Resource

There are many reasons to have a valuation for a closely held business:

  • Estate Planning and Taxation, Gift Taxes
  • Family Limited Partnerships
  • ESOP
  • Shareholder Dissenting Actions
  • Buy / Sell Agreements
  • Merger and Acquisition (M and A)
  • Litigation Support

Success depends on technical skills sets, experience,  and judgment.

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Due Diligence is the “discovery” process in business sales.

Those buying a business want to know:

  • What is the sustainable cash flow from the business for sale
  • Are the revenues represented verifiable
  • Is there a customer concentration issue
  • Industry trends and pricing norms for this type of business
  • Should I buy stock or assets in the business
  • How do I optimize my tax position
  • And much more…………………….

P8

David C MacMillan
MBA (Finance), CVA, EA

BRE# 01922479

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