Valuation

Business Valuation Services

Every operating business has "Business Value". In some cases this value is reflected in the underlying physical assets of the business. For others, it may be inherent in the intangible assets created by the business and its owners. Often these intangible assets are not reflected on the company's balance sheet. As appraisers, we help quantify businesses assets, both stated and unstated.

 

Training

Business valuation is a detailed process, requiring many levels of analysis and an understanding of the principles governing the process. Our analysts are highly trained professionals versed in these valuation principles and are required to have advanced professional designations in business appraisal. The last ten years have seen major advances in the body of knowledge underlying the valuation process and principles. We require annual external course work and a monthly review process whereby each analyst is updated on the latest cases, rulings, and publications which continue to expand this body of knowledge.

 

Types of Valuation Services

We perform valuations for the following purposes:

 

Mergers, acquisitions, and business purchases & sales

•  due diligence

•  purchase price allocations

  buy/sell agreements

•  shareholder transactions

•  goodwill impairment FASB Statement No. 142

  corporate stock redemptions

  covenants-not-to-compete

  succession and business planning

  seed and equity funding

 

Tax related valuations

  gift and estate taxes

  subchapter S elections

  charitable contributions

  employee stock ownership plans

  family limited partnerships

Litigation support expert testimony for subjects such as:

•  minority shareholder suits

  divorce,

  bankruptcy

  property tax assessments and economic damages

 

Experience

Our firm is experienced in providing business valuation services and has logged over ten thousand hours in the valuation area.  Our analysts have actual experience running businesses and providing financial services to many industries, which provide us with a unique perspective in understanding the value drivers of a business.

©2019 by M P Losapio & Co. 

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