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Business Valuations are a Vital Tool

It’s a common misunderstanding for business owners to believe a valuation is only needed when preparing to sell the company. While it’s true a valuation is needed when putting a company on the market for sale, there are many other instances where valuations are needed.

In addition to estimating the selling price of a business, valuations can be very helpful in the following areas:

  • Estate and gift tax return compliance
  • Divorce litigation
  • Buy-sell agreements
  • Shareholders disputes
  • Succession planning
  • Obtaining financing
  • Employee Stock Ownership Plans (ESOPS)

Possibly one of the best reasons for obtaining a business valuation is to use as a management tool. A business valuation can help provide management with insightful information that helps them identify company strengths and weaknesses that affect value. It can also serve as a management tool to help owners assess overall success and management effectiveness.

Whatever situation is prompting the need for a valuation, it’s essential to work with a firm that offers the right mix of expertise, experience and practical guidance. While there are many firms that can conduct a valuation, very few have the know-how that comes from years of valuing companies and preparing the resulting reports for many purposes. The team at Wegner CPAs has years of experience preparing valuations for purposes beyond the traditional sale of a company. We do more than just identify the value of your business; we provide strategic guidance on how to leverage this information for planning or ligation support purposes when needed.

Our valuation approach

Wegner CPAs valuation professionals take a comprehensive approach to valuing business interests. This is essential because rarely is there an established market for closely held business interests. For this reason, our staff conducts an in-depth analysis of the latest market data while conducting the latest valuation techniques to arrive at an accurate valuation. Our professionals invest significant time creating a valuation report that is not only accurate, but is defensible against outside scrutiny.