TAX - VALUATIONS
NON-TAX VALUATIONS

Certified Business Appraiser (CBA)

Different purposes require the use of different valuation methods and approaches and will frequently generate different values.

 

 

 

  • Purchase

  • Sale

  • Merger

  • Buy-sell agreements

  • Regulatory valuations

    • Asset allocation/valuation under FAS141/142

  • Litigation Support

    • Partner/Shareholder disputes

    • Divorce 

    • Damage/Economic loss cases

      • Breach of contract

      • Lost business opportunity

      • Antitrust

 

 

  • Estate Tax

  • Gift Tax

  • ESOP's

  • Allocation of lump-sum purchase price

    • (Code 338 and 1060 allocations)

  • Charitable Contributions

  • Calculation of the Built-in Gain (BIG) for S corporation elections