WHY YOU NEED PROFESSIONAL VALUATION SERVICES Valuations can be helpful in many situations, including some you may nor have even thought about:
You want to buy or sell a business. If you own a business, you may need to establish a reasonable estimate of what you can expect to receive. Valuators often use several methods to reflect how different types of potential buyers may view the business.
You are divorcing. In a divorce, valuation helps determine the distribution of assets between spouses. Divorces are often not amicable, and asset valuations can become the focus of the parties' animosity, so well-founded valuations that will withstand legal challenges are key.
You use gifts as a tax strategy in your estate plan. Transferring potentially appreciating assets to reduce your estate is a common estate planning strategy. An objective valuation that adheres to IRS regulations can help your gifts withstand IRS scrutiny.
You are liquidating your business. If you are declaring bankruptcy or seeking protection to reorganize, a valuation is necessary to determine creditor settlements and the availability of assets for distribution.
Business exit plans. Exit plans are the foundation for a strategic plan when you get ready to exit a private business. The exit plan considers the owner's goals, risks, tax planning and personal goals. |