Business Valuation Services

Determining the value of someone’s interest in a closely held business can be important for both tax and business reasons. But determining value is not always easy because there is rarely an established market for closely held business interests.

We perform an in-depth analysis using relevant market data and apply state -of-the -art valuation techniques to ensure accurate and defensible business valuation reports. In addition, we monitor statutory authority, administrative rulings and judicial precedent to ensure the valuation complies with legal and professional standards.

We perform independent business valuations for many reasons, including:

• Income Tax Purposes – Certain transactions may require determining the fair market value of stock 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 corporation elections, and purchase price allocations.
• Litigation Support – Attorneys rely on the opinion 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 and Gift Taxes – Valuations of business interests are beneficial for estate planning, gifting, estate settlement, and Internal Revenue Service reporting of estate or gift transactions. A properly prepared valuation can help avoid IRS challenges, exposure to under valuation penalties and disputes amongst heirs.
• Business Acquisition, Sale or Merger – In selling situations, a valuation may help set realistic price expectations. If someone is planning to buy a business, a valuation may protect him or her from paying more than a business is worth. Conversely, someone trying to sell a business interest will want to ensure a fair selling price.

How Freed Maxick’s Business Valuation Services Can Help

Understanding your organization’s market value is critical to making smart decisions for the future. We conduct a comprehensive analysis of your company, perform market research, and develop documentation showing the true financial operating potential of your business. The result of this process is the platform for an evaluation document based on extensive research and analysis of your operations, financials and industry. A business valuation platform and a disciplined selling approach can help you deal confidently with prospective buyers and get the right price for your business.