Business Valuation Articles
ESOP Valuations: How Much is Too Much?
Posted by William P. Allen on October 17, 2022
The U.S. Department of Labor recently suffered a resounding defeat in Walsh v. Bowers.
Beware of 3 Common Valuation Pitfalls
Posted by Cameron Rosenecker on September 05, 2022
The presence of an error, misstatement or erroneous deviation from customary business valuation practice in an expert’s report is a risky proposition. It could trigger (or worsen) an IRS inquiry or perhaps lead to an embarrassing courtroom mishap.
Know the Company’s Value Before Meeting with Lenders
Posted by William P. Allen on August 08, 2022
An understanding of a company’s value is critical when applying for new loans to grow the business or renegotiating existing terms to be more favorable.
Harvey v. Harvey - Buy-sell provision Applies to Divorce Valuation
Posted by Johnathon Miles on July 25, 2022
The Fifth District Court of Appeals of California recently addressed the valuation of a closely held business in connection with a divorce.
Delaware Chancery Court Weighs in on Fair Value in Statutory Buyouts
Posted by Benjamin Schuver on July 11, 2022
Reliable market indicators often provide the best evidence of a corporation’s fair value in statutory appraisal rights cases.
Hartman v. BigInch Fabricators & Construction Holding Company, Inc. – Court Allows Valuation Discounts Under Shareholder Agreement
Posted by Douglas Sosnowski on June 27, 2022
In a minority shareholder buyout case, the Indiana Supreme Court held that the language of a shareholder agreement controlled the application of valuation discounts under its mandatory buyback provision.
Strategic M&A Due Diligence Should Look to the Future
Posted by William P. Allen on June 13, 2022
The business world has changed dramatically over the last two years. When buying a business, it’s imperative to evaluate its expected future performance, rather than focus on its historical results.
Spotlight on Discounted Cash Flow
Posted by Benjamin Schuver on May 16, 2022
As businesses pivot to market changes during the COVID-19 pandemic, valuation experts are increasingly likely to rely on the discounted cash flow method to value businesses.
How to Factor Cybersecurity Concerns Into a Business Valuation
Posted by Johnathon Miles on May 02, 2022
It’s critical for business valuation professionals to assess cyber risks when valuing a business.
Discounting Majority Interests – Tax Court Tackles Valuation of Real Estate LLCs
Posted by William P. Allen on April 05, 2022
A recent U.S. Tax Court case addressed the valuation of majority interests in five real estate holding companies for estate tax purposes.