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5 Reasons to get a Business Valuation
5 Reasons to get a Business Valuation
hosted by: David Mariano, Director and head
of the firm’s Buy-Side advisory practice
5 Reasons to get a Business Valuation
Your reason for wanting a business valuation will not only impact its outcome but will also impact the standards of value used to complete it.
David Mariano is in the studio today with Rand Curtiss, a Director with Western Reserve Valuation Services, a partner company of Western Reserve Partners. Rand has over 30 years experience in the field of business appraisals and valuation and he shares some of that experience with you today.
Key questions in this episode:
* Why would a business owner need a valuation?
* What makes the tax-driven valuation unique?
* Is a valuation required for a simple buyer to seller transaction?
* Are their laws as to when you must value your business?
* What is an ESOP and how does it work?
* Who directs the ESOP valuation of a company?
* What are some of the litigation issues between minority shareholders and controlling shareholders?
* Are there any risks to consider when having a valuation done?
* Can a valuation done for one purpose be used for another purpose?
* What are the considerations a business owner should make when requesting a valuation?
Key points in this episode:
* What is considered in a tax-driven business valuation versus the other four kinds.
* The difference between financial buyers and strategic buyers.
* What less complex valuations consist of and what they leave out.
* How financial reporting valuations allocate tangible and nontangible assets.
* What to do when the value of an intangible asset changes (at 8:30).
* The laws pertaining to business valuations for ESOP formation.
* The privacy and confidentiality of your business valuations (at 13:24).
* The importance of stating the purpose and valid dates of a valuation.
* What would muddy the waters.
* How the IRS looks at estate planning and valuations.
* What Revenue Ruling 59-60, Section 3, paragraph 3 states.
* How the experts help you determine what is known or reasonably knowable.
Resources mentioned in this podcast
* Click here for access to training and templates
* Subscribe to “For What It’s Worth, ” a monthly newsletter by Rand Curtiss
Listen to Fully Invested below:
View all episodes
5 Reasons to get a Business Valuation
hosted by: David Mariano, Director and head
of the firm’s Buy-Side advisory practice
5 Reasons to get a Business Valuation
Your reason for wanting a business valuation will not only impact its outcome but will also impact the standards of value used to complete it.
David Mariano is in the studio today with Rand Curtiss, a Director with Western Reserve Valuation Services, a partner company of Western Reserve Partners. Rand has over 30 years experience in the field of business appraisals and valuation and he shares some of that experience with you today.
Key questions in this episode:
* Why would a business owner need a valuation?
* What makes the tax-driven valuation unique?
* Is a valuation required for a simple buyer to seller transaction?
* Are their laws as to when you must value your business?
* What is an ESOP and how does it work?
* Who directs the ESOP valuation of a company?
* What are some of the litigation issues between minority shareholders and controlling shareholders?
* Are there any risks to consider when having a valuation done?
* Can a valuation done for one purpose be used for another purpose?
* What are the considerations a business owner should make when requesting a valuation?
Key points in this episode:
* What is considered in a tax-driven business valuation versus the other four kinds.
* The difference between financial buyers and strategic buyers.
* What less complex valuations consist of and what they leave out.
* How financial reporting valuations allocate tangible and nontangible assets.
* What to do when the value of an intangible asset changes (at 8:30).
* The laws pertaining to business valuations for ESOP formation.
* The privacy and confidentiality of your business valuations (at 13:24).
* The importance of stating the purpose and valid dates of a valuation.
* What would muddy the waters.
* How the IRS looks at estate planning and valuations.
* What Revenue Ruling 59-60, Section 3, paragraph 3 states.
* How the experts help you determine what is known or reasonably knowable.
Resources mentioned in this podcast
* Click here for access to training and templates
* Subscribe to “For What It’s Worth, ” a monthly newsletter by Rand Curtiss
Listen to Fully Invested below: