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OUR SERVICES - We offer Services in the following areas:
PURCHASE OR SALE OF A BUSINESS
In addition to being valuation professionals, we are highly experienced CPAs who will work with a buyer or seller to reduce overall tax consequences of a transaction.
VALUE PLANNING
We consult with potential sellers that are a few years from selling their business and help develop a strategy that will help maximize the value of their business.
ESTATE / GIFT TAX PLANNING
We assist business owners in developing a comprehensive wealth transfer plan that reduces the gift and estate tax burden of the business owner and their estate. We offer the following bundles of services:
- Valuation only
- Valuation and estate planning
- Valuation, estate planning and gift tax returns
- Valuation, estate planning, gift tax returns and estate tax return
DISCOUNT CONSULTING
A major factor that helps to estimate the fair market value is the discounts applied by an appraiser. There are actions that can be taken before the business is valued that can ensure that the discount is minimized or maximized.
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- Minimize discounts- We work with entrepreneurs to ensure that their businesses operations are structured to minimize discounts given by valuation analysts. This will help the business owner obtain a higher sales price for the business.
- Maximize discounts- When a business owner is gifting shares, a larger discount will reduce the amount of gift/estate tax due to the Internal Revenue Service. We help business owners to structure their operating agreements and business operations to help obtain larger discounts.
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FINANCIAL STATEMENT ANALYSIS
Often a potential buyer is given tax returns or a set of financial statements and is expected to evaluate the business based on these documents. We will perform an analysis and let the potential buyer know if the figures presented by the seller appear to be reasonable for the industry and recommend normalization adjustments that will help paint a more accurate picture of the operations and value of the company.
PREPARING TAX RETURNS AND ALLOCATION PURCHASE PRICE
We can prepare tax returns for the purchaser and/or seller and assist with the allocation of the purchase price.
SECOND OPINION OF VALUATIONS COMPLETED BY
OTHER VALUATION PROFESSIONALS
The decision to sell or purchase a business is one of the biggest decisions that one will make in their lifetime. We will analyze valuations performed by other professionals and give business owners a second opinion as to the reasonableness of the value determined.
MERGERS AND ACQUISITIONS
We can assist parties to help in a smooth and mutually beneficial transaction.
PARTNER / SHAREHOLDER WITHDRAWALS
We can help structure partner/ shareholder withdrawals to ensure that the remaining owners are able to operate within the terms of the purchase / redemption agreement and that the departing owner is given fair compensation for their ownership interest. We also prepare detailed analyses to determine the tax effects to each party and help both parties structure the agreement to ensure that there is not an unintended tax consequence to either party.
BUSINESS PURCHASE CONSULTING
We consult with entrepreneurs to help them find a business that is right for them.
MARKETING AND SALES OF YOUR BUSINESS
We will help business owners market and find a qualified purchaser for their business.
STREAMLINE THE PROCESS OF BUYING OR SELLING
We streamline the difficult process of buying or selling a business. We can be the “quarterback” for a business owner or business purchaser in the following areas:
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- Obtaining financing
- Completing valuations
- Locating purchasers
- Obtaining insurance
- Tax planning for the sale or purchase
- Preparing tax returns
- Recommending experienced attorney’s to have your legal documents drafted
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CONFIDENTIALITY
We recognize that some business owners would like a valuation of their business or would like to put their business up for sale without these facts becoming public knowledge.
EXPERIENCE / ANALYSIS OF OPTIONS
We have years of experience and have been involved with the valuation, gifting and sale of numerous businesses in many industries. Our experience has given us knowledge of the many alternatives available to business owners and the tax consequences of these alternatives. We can offer an objective overview of the options and courses of action available to business owners and purchasers.
Business Valuation Consultants located in Columbia, SC. Business valuations in South Carolina and across the US
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