Reasons for a Professional Business Valuation (Appraisal)

If you own a business, or a partial interest in a business, you will at some time need professional valuation/appraisal services to objectively determine and support the value of your business for some important purpose and decision. We have the credentialed and seasoned experience to help you make an informed decision.

Business Valuations
  • Buying or Selling a Business or an Ownership Interest in a Business
  • Buy-Out of an Owner, Partner, or Shareholder
  • Buy-Sell Agreements
  • Exit/ Succession Planning
  • Divorce
  • Business Insurance Claims
  • Going Public
  • Intangible Asset Valuations
  • Owner, Partner, or Shareholder Disputes
  • Provide a Lender for a Business Loan
  • Sales to Insiders/Relatives
  • Reorganizing a Family-Owned Business
  • Valuation of Family-Limited Partnerships

Mergers and Acquisitions/Financial Statement Reporting

Are you considering buying a company? Or perhaps you are thinking about retiring in the next so many years? How marketable is your company? M&A requires due diligence. You will need a thorough and supportable professional business valuation/appraisal to assist you in making your life-altering decisions. For companies who have financial statements for investors, lenders, and others, we provide valuations prepared in according with the Accounting Standards Codification.
  • Business Acquisitions for Fair Value Reporting (ASC 85)
  • Fair Value Measurements for Financial Reporting (ASC 820)
  • Impairment Testing (ASC 350)
  • Stock-Based Compensation (ASC 718)
  • Valuation of Intangible Assets
  • Transactions and Financings
  • Transaction Due Diligence
  • Purchase/Sale of a Business
  • Exit Planning

Consulting and Litigation Services

Delivering value is always at the forefront of what we do and how we do it. We help translate accounting numbers into economic performance. We understand that what isn't measured isn't managed. And what isn't managed won't be successful. We are able to quantify the financial issues and present conclusions in clearly written reports. In litigation scenarios, we provide effective expert witness testimony.
  • Analysis of complex business issues from a valuation perspective
  • Benchmarking Shareholder Value
  • Market, Price, and Margin analytics
  • Buy-Sell Agreements
  • Business Interruptions
  • Business Appraisal Review
  • Contract Disputes
  • Damages/Economic Loss Analysis
  • Divorce
  • Expert Witness
  • Financial Forensics Analysis
  • Forensic Accounting for civil and criminal matters
  • Financial Modeling for Strategic Purposes
  • General Corporate Planning Purposes
  • Assist Attorneys with Financial Data in Litigation Scenarios
  • Review of Opposing Expert Reports for Rebuttal Testimony
  • Valuation of Intangible Assets
  • Valuation of Closely-Held Securities

Tax Related Valuations

The Principal at SMS Valuation & Financial Forensics is a "Qualified" Appraiser, as defined under the Pension Protection Act of 2006 and the applicable treasury opinions. This means that that you do not have to worry about our qualifications to perform business valuations/appraisals for tax-related assignments since the Internal Revenue Service will accept our qualifications.
  • Corporate Restructuring and Related Tax Planning
  • Charitable Contributions
  • Developing an Estate Tax Plan
  • Discount Rate Analysis
  • Family Limited Partnerships
  • Wealth Transfer Planning
  • In Connection with Converting to/from Subchapter S Tax Status
  • Stock Options
  • Restricted Stock Valuations
  • Valuation of Non-Compete Agreements
  • Intangible Assets and Intellectual Property Valuations

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