Business Valuations

How much is your business worth? If you are basing your answer on book value or an old appraisal report, then you could be overlooking intangible values. Relying on outdated measures often leads to costly mistakes.

Whether you are considering liquidating or reorganizing your business, planning your estate, converting a C-Corp to an S-Corp, or developing a succession plan -- it is critical to have a sound business valuation prepared consistent with acceptable (or IRS) standards from a CPA firm that will stand behind its conclusions.

Prather Kalman's seasoned appraisers use a comprehensive approach to business valuations. We take into account relevant market data and apply cutting-edge valuation techniques. We examine internal and external factors such as:

  • Financial position
  • Business ownership
  • Historic and existing operations
  • Future forecasts
  • Your competition
  • Industry indicators

Our expertise in accounting, our AVA, ABV & CVA certifications, our ability to focus on industry specific valuation drivers and our comprehensive knowledge of tax law ensures that your business valuation is accurate and defensible.

Prather Kalman has provided valuation services for the following situations:

  • Allocation of purchase price
  • Buy/Sell agreements
  • Charitable contributions
  • Corporate reorganization including interests in partnerships in connection with family gifting
  • Grants of stock in private companies including those grants subject to IRS Section 83b elections
  • Economic damage calculations
  • Employee stock ownership plans (ESOP)
  • Estate and gift tax planning
  • Exit strategies
  • Gifts and sales of private company corporate stock to family members
  • Gift and sales of interest in family partnership to family members
  • Gifts and sales of public company corporate stock to family members
  • Inheritance of minority interest and controlling interests in private companies and family partnerships
  • Mergers and acquisitions
  • Partnership and/or shareholder disputes
  • Pursuing and/or defending litigation
  • Sale or transfer of business
  • Succession planning
  • Tax liabilities
  • Valuation of net unrealized built-in-gains for C-Corp to S-Corp conversions

Prather Kalman's expert business valuations provide you the confidence that comes with knowing how much your business is worth. Contact us today to schedule your business valuation.