BUSINESS VALUATION

The interest you hold in your privately-held company may be your most valuable asset, and the value of your business might be driven more by intangible assets than tangible assets. Determining the value of that business, business interest or intangible asset is critical for any number of reasons. But determining value is not as easy as some would have you believe. There is rarely an established market for closely held business, business interests, or intangible assets. An independent, professionally prepared business valuation prepared by a qualified appraiser is essential.

We use a comprehensive approach to valuing business interests. We perform an in-depth analysis using relevant market data and accepted valuation techniques to ensure a credible and defensible business valuation. We monitor statutory authority, administrative rulings and judicial precedent to ensure the valuation complies with legal and professional standards.

We work with attorneys, auditors, and business owners and their management teams on a daily basis assisting them with valuation matters involving:

Bankruptcy

Buy-sell agreements

Commercial litigation

Complex securities

Estate and gift tax planning and reporting

Income tax planning and reporting

Marital dissolution

Shareholder / Partnership disputes

Purchase / sale of businesses or business interests

Shareholder agreements

Stock options issued as compensation

There are three levels of valuation services. They are as follows:

Appraisal - An appraisal is the act or process of determining the value of a business, business ownership interest, security or intangible asset. The objective of an appraisal is to express an unambiguous opinion as to the value of a business, business ownership interest, or security, and for which the opinion is supported by all procedures that the appraiser deems to be relevant to the valuation.

Limited appraisal - The objective of a limited appraisal is to express an estimate as to the value of a business, business ownership interest, or security. The development of this estimate excludes some additional procedures that are required in an appraisal and in order to offer an opinion.

Calculations - The objective of a calculation of value is to provide an approximate indication of value, or range of values, based upon the performance of limited procedures agreed upon by the appraiser and the client. Since the scope of a calculation is limited, the resulting calculated values may not be presented as opinions of value.



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Bruce M. Berger and Company, PA
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