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Client Connect

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Business Valuation

Do you know how much is your business worth? Are you considering buying an existing business or selling your business? Business valuation is a complex undertaking, however, a proper valuation is invaluable! The eventual cash flow from the sale of a business, or for the purchase of a business, can have a major impact on your financial future.

Marien + Company has the training and the credentials to provide a “scientific approach” for a business valuation using standards developed by the National Association of Certified Valuation Analysts (NACVA) to make sure you are properly protected and compensated. Not only can we help you value a business, we can help you address changes that could increase the value of the business.

There are many instances when business valuations are required or desired, such as:

  • Adequacy of Life Insurance
  • Bankruptcy and Foreclosure
  • Buy / Sell Agreements
  • Charitable Contributions
  • Financing Arrangements
  • Franchise Valuation or Evaluation
  • Succession Planning
  • Gifting Programs
  • Incentive Stock Option Programs
  • Eminent Domain
  • Employee Stock Ownership Plan (ESOPs)
  • Divorce Situations
  • Estate and Gift Taxes
  • Initial Public Offerings
  • Liquidation or Reorganization
  • Mergers or Acquisitions
  • Sale or Purchase of a Business
  • Split-ups or Spin Offs

In order to perform a valuation, our specialist must obtain an understanding of business operations as well as the purpose of the valuation. There are those who will tell you to follow the “rule of thumb” approaches to valuation; however, these methods often result in inaccurate or misleading valuations. These mistakes can be quite costly. Instead, Marien + Company provides a scientific approach to valuations based on the most current valuation theories and standards.

We routinely provide calculations to clients on the value of their business, through an “informal” presentation, to assist you in making informed business decisions. In some circumstances, such as estate and litigation matters, formal reports are required. This type of extensive reporting provides a Conclusion of Value that can be defended in court.