Quality is not a sound bite.  Quality is a habit.

Quality is not correlated to price, size or location.

MYTHS BUSTED

• All businesses do not sell
• When they sell, they may take two years
• Personal goodwill is not valuable
• Rules-Of-Thumb are not absolute
• Profits and cash are never equal
• Tax CPAs specialize in taxes
• Partners rarely perform valuations

GENERAL BUSINESS VALUATION PURPOSES

• Litigation
• Compliance
• Strategy

SPECIFIC BUSINESS VALUATION PURPOSES

• Alternative dispute resolution (ADR)
• Bankruptcy and insolvency
• Business Interruption
• Business and strategic planning
• Buy-Sell agreements
• Buying or selling a business
• Compensation
• Economic Damages
• Eminent Domain
• Employee stock option plans (ESOPs)
• Estate, gift and income tax
• Exit planning
• Family limited partnerhsips (FLPs)
• Financial reporting
• Goodwill impairment (SFAS 142)
• Lost Profits
• Marital dissolution (divorce)
• Mediation
• Mergers and acquisitions
• Minority shareholder disputes
• Partnership disputes
• Purchase price allocation (SFAS 141)
• SBA loans: SOP 50-10 (5)
• S corporation conversion
• Stock option plans
• Warrants

RECENT ENGAGEMENTS

CHECKLIST