Our team of experienced professionals offers a comprehensive range of valuation services to help you make informed decisions about your business. We understand that valuing a business can be complex, and we work closely with our clients to provide accurate and reliable valuations tailored to their specific needs.

Gift and Estate Tax Purposes

If you are considering gifting or passing on your business to the next generation, a business valuation is essential. We can help you determine the fair market value of your business for gift and estate tax purposes. By obtaining a professional business valuation, individuals can establish the fair market value of their business, ensuring compliance with tax regulations and making informed decisions about gifting and estate planning strategies. It provides clarity and documentation necessary for tax reporting and can help facilitate a smooth transfer of business ownership while minimizing tax burdens for the donor or the estate.

Shareholder Disputes

In shareholder disputes, a business valuation helps determine the value of shares when shareholders are buying or selling their ownership stake, exercising rights of first refusal, or in cases of dissenting shareholders. It provides an impartial evaluation of the business’s worth based on various factors, such as financial performance, market conditions, comparable transactions, and industry standards. Our team has extensive experience in handling shareholder disputes and can provide a fair and impartial valuation that facilitates fair resolutions by establishing a foundation for buyout negotiations, settlement discussions, or court determinations.

Marital Dissolutions

Business valuations play a crucial role in marital dissolutions when there are businesses or business interests involved. They are used to determine the fair market value of the business or business assets for the purpose of equitable division of marital property. During a divorce or separation, a business valuation helps assess the worth of the business, which is often considered marital property subject to division between the spouses. The valuation considers factors such as the financial performance of the business, its assets and liabilities, market conditions, and industry standards. Our team can provide accurate and reliable valuations that can be used to reach a fair and equitable distribution of marital assets.

Transition/Exit Planning

Business valuations are a critical component of exit planning strategies for business owners. Exit planning refers to the process of preparing for the eventual transition or sale of a business. Valuations serve as a starting point for understanding the financial position of the business owner and assist in developing appropriate exit strategies. With a valuation in hand, business owners can make informed decisions about the timing and method of their exit. They can evaluate various options, including selling the business, transferring ownership to family members or key employees, or merging with another company. Our team can help you with transition/exit planning by providing comprehensive business valuations that consider all relevant factors, including market conditions, industry trends, and financial performance.

At SDK CPAs, we are committed to providing our clients with exceptional service and accurate, reliable information. Contact us today to learn more about our business valuation services and how we can help you achieve your goals.