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Valuation

Business Valuations for Many Purposes

In addition to buying and selling businesses the most common reasons CFOCare provides valuation services include:

Stock Options 
Valuation of Stock Options of Non-Publicly Traded Companies to comply with s409A of the Tax Code.

Taxation Planning and Compliance
For gift tax, estate tax, and income tax purposes, we value closely held corporations, fractional business interests, restricted public securities, and intellectual property. 

Obtaining Business Funding  
We scrutinize operating forecasts in order to facilitate both loans and private equity funding.

ESOP Transactions and ERISA Compliance
Annual fair market valuations for the Employee Stock Option Plans. 

Transaction Pricing and Structuring
We provide business valuations for the purchase or sale of closely held companies.  These transactions include management buy-outs; spin-off of divisions; changes in ownership.

Fair Value Accounting and Financial Reporting
Fair value valuations of acquired businesses, tangible and intangible assets, and compensation-related securities to comply with GAAP reporting standards on purchase accounting, goodwill impairment, and stock-based compensation.

Transactions with Not-For-Profits
Fair market value valuations of services contracts (e.g., employment agreement, leases) between the for-profit and the not-for-profit entities.

How We Work With Clients 

After we understand the exact scope of the valuation services you require, and we have developed a timetable for you to provide key documents and provide access to key personnel, we will give you a fee quote.

Our experience and efficiency allows us to offer offer some of the most competitive fees for CPA-prepared valuations. It's important to remember that whoever performs a tax-related valuation may need to defend their work to the IRS. As CPA's have the most experience standing-up to the IRS, it makes the most business sense to obtain a CPA-issued valuation. 


Valuation News

Take a look at CFOCare's knowledge-base of developments in the valuation field by clicking on the picture below.