Why do you need to know the value of your business assets? It might be to negotiate a sale, secure credit, settle a legal dispute or determine a tax liability. Whatever your need, Kiesling has extensive experience in assisting companies with computing a well-reasoned and defensible estimate of value.
Why do you need professional valuation services? Valuations can be helpful in many situations, including some you may not have even thought about including:
Buying and Selling a Business
At times you may need to establish a reasonable estimate of what you might expect to receive. Valuation analysts often use several methods to reflect how different types of potential buyers may view the business.
Gifting as a Tax Strategy in Your Estate Plan
Transferring potentially appreciating assets to reduce your estate is a common estate planning strategy. An objective valuation that adheres to IRS regulations can help your gifts withstand IRS scrutiny.
Contractually determining what happens to company stock after a triggering event can help you avoid shareholder disputes and solve estate planning problems.
Seeking Business Financing
An independent valuation can provide objective evidence of the value of your business and assets that can help you obtain financing from lenders and investors.
A business valuation can give you a good picture of your company's progress, strengths and weaknesses. It can provide a foundation for your planning that will help you develop realistic strategic objectives.
A fairness opinion usually addresses whether a proposed transaction is fair to shareholders or a group of non-controlling shareholders from a financial point of view.