Appraisals are developed in compliance with Uniform Standards of Professional Appraisal Practice (USPAP), the Professional Standards of the Institute of Business Appraisers and the National Association of Certified Valuators and Analysts and IRS Revenue Ruling 59-60.
Valuations are performed for many purposes including the following:
Estate, trust and tax planning
Gifting of a business interest
Sale or acquisition of a business
|Pursuit of venture capital
Key person insurance policies
SBA and conventional loans
Minority stockholder disputes
Tax basis conversions
Other business consulting services include assistance in the development of professionally prepared business plans and loan proposals, merger and acquisition deal assessments, growth management analysis and organizational restructuring to improve profits and efficiency.
The Principal is also licensed and qualified to assist privately owned companies in the entire purchase or sale process including merger and acquisition candidate and buyer searches, valuation, price and terms negotiations, coordinating involved parties and financing.