Business Valuation

The need for business valuation services, including a report as to value, continues to grow as auditors and analysts increase scrutiny on transactions.  The move to fair value accounting for specific assets creates a need for valuation services specific to the use in which the subject asset is deployed.

Transactions, both actual and prospective, require valuations for acquisitions, leveraged buyouts and employee stock ownership plans.  Transactions involving insiders, closely-held stock, or any untraded or thinly-traded security may require an independent opinion of value to assure accurate accounting, regulatory reporting and disclosure.

Equity transactions in partnerships, limited liability companies and closely held corporations may require a valuation report as of each date of transaction (as when owners may sell, withdraw, or buy initial or increased interest.  An independent assessment of value may defuse argument and ill will in connection with family business interests and the disposition of estate assets.

Civil litigation matters involving damaged or destroyed businesses, bankruptcy, partnership disputes, estate disposition disputes and marital dissolution matters frequently turn on this issue of value -- the value of specific business interests, businesses or assets at specific points in time.  In many instances, the measure of damages is or is a fraction of business value.

Planning for income, estate and gift tax and developing risk-management strategies include significant consideration of value -- past, present and future.

Insurance Claims for property casualty may be based on lost value or the overall value of the business immediately before the destructive event.  In such cases, our analysis and reporting conforms to the coverage terms of the insurance policy under which the claim is made.

Our valuation services consider current and future performance, ownership, financing, growth, risk and use.  Our reports are based on the need and use for the business valuation information and conform to AICPA Statements on Standards for Business Valuation Services.

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Copyright © 2010 JONES & Co.
Last modified: 02/09/10