Business Valuation Articles

A buy-sell agreement is essential for businesses with co-owners, as it provides financial protection, ensures ownership stability, and helps avoid IRS complications. This agreement outlines how a co-owner's share will be handled in case of events like death or disability, often funded through life insurance to facilitate the buyout process. Properly drafted agreements safeguard the interests of all parties involved and ensure smooth transitions.

As a business owner your business is your largest asset, and during a divorce the transfer of that asset has tax implications.

A buy-sell agreement is an important component of both your estate and succession plans.  It is best to review these plans annually as life events can impact the plans in relation to business interests and estate taxes. 

Many business owners are contemplating selling their interests in 2021. Unfortunately, as the business valuation discipline has grown, there have been reports of unscrupulous individuals posing as valuation experts who have neither the training nor experience to provide reliable opinions of value.

How much should an owner of a privately held business be paid? Objective market data can help support income tax deductions and adjustments to earnings when valuing a business for shareholder disputes, marital dissolution, and other civil lawsuits.

During the COVID-19 pandemic, struggling business owners may be looking for an exit strategy, while tax rates are still taxpayer-friendly. The key to maximizing the sale price is preparing your business for sale.

Corporate stock is the favorite type of noncash charitable contribution, according to the IRS. Many of these donations are publicly traded stocks that are relatively easy to value, but donations of private business interests are typically more complicated.

2020 has been a record year for natural disasters, including the California and Oregon wildfires, the Iowa derecho, and Hurricanes Laura and Sally. Businesses affected by these (and other) disasters may be eligible to recoup losses covered by business interruption insurance. Here's a look at what these policies cover and how financial experts can help you file a comprehensive claim.

As a result of COVID-19, the number of businesses filing for bankruptcy is expected to skyrocket this summer. Here's an overview of the options under the U.S. Bankruptcy Code — and how a business valuation expert can be a valuable asset during this process.

It's always important to remember that no matter what type of crisis you may face, the technology is in place to make the news public within minutes. Is your company prepared?