Buy-Sell Agreements Part II: Fortify Your Buy-Sell Agreements with these 4 Valuation Details

Owners with the forethought to create and sign buy-sell agreements help facilitate voluntary and involuntary transfers between owners. But when it’s time for a buyout, many owners discover that their agreements don’t cover all the necessa… Read More
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Buy-Sell Agreements Part I: Covering the (Valuation) Bases

Today’s article addresses not only the need for a planning document that addresses buy-outs, business divorce and estate planning but also some of the valuation issues that need to be considered.  The article is presented in two parts. Part I: Cov… Read More
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“Tax-Affecting” Used by Both Valuation Appraisers

Estate of Aaron Jones v. Commissioner, T.C. Memo. 2019-101 Three Additional Take-Aways On August 19th the Tax Court ruled that “tax-affecting” provided a “more accurate account of the impact of the tax consequences” of a pass-thru entity’s… Read More
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Categories: Valuation

Horse Sense and Daubert Challenge in the Tax Court

T.C. Memo. 2019-64 Skolnick v. Commissioner Whether you are an owner of a horse or not, you probably recognize that horse sense equates to common sense. If you are an appraiser of business interests or personal property, horse sense, in the practical… Read More
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Categories: Blog, In the News, Valuation

What’s the Value of My Franchise?

The International Franchise Association estimates that there are currently more than 2,000 different brands operating over 700,000 franchised units in the United States. Based on the number of people who own franchises, it may seem like an easy route… Read More
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Why Cybersecurity is Critical to Your Deal’s Success

Conducting due diligence during the M&A process doesn’t just mean reviewing a target’s financial statements and operations. Not anymore, anyway. These days, in addition to performing financial, legal and operational due diligence, buyers need… Read More
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How the Tax Cut and Jobs Act (TCJA) Impacts Business Value

When valuing a private business interest, experts try to think like prospective investors. If you were buying a private business interest, would taxes affect how much you’d be willing to pay? Of course, investors consider a wide range of tax issues… Read More
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Categories: Valuation

A Strategic Undervaluation Can Come Back to Bite You

Reusing discounted financial projections prepared for transfer tax purposes can quickly backfire in a shareholder dispute. A recent opinion from the Delaware Court of Chancery, Fox v. CDX Holdings, Inc., shows the importance of allowing valuators to… Read More
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Categories: Blog, Valuation

Ready, Set, Sell - 4 Ways to Add Value Before Selling a Business

Investors want to buy a company that’s well positioned for future growth. Here are some strategies for making a business more attractive to potential buyers when selling a business. Obtain a professional valuation Many business owners overesti… Read More
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Purchase Price Agreements (PPAs) - You Don’t Have to Walk on Eggshells

The initial offer a business buyer makes to a seller is rarely set in stone. In most cases, the two parties must negotiate purchase-price adjustments (PPAs) — differences between the originally stated and the final price at closing. Why would a dea… Read More
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Categories: Sale Process, Valuation

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