. Blaise supports Mariner Capital Advisors in hiring M&A on the selling and buying side, carrying out financial analysis, market research and due diligence. As a senior financial analyst, House examines data related to mergers and acquisitions, gift and estate tax planning, charitable giving, strategic planning, buy-sell agreements and financial reporting. As vice president, Jason helps with mergers and acquisitions agreements, gift and estate tax planning, charitable giving, strategic planning, buy-sell agreements and financial reporting.
As director of valuation, John has supervised or completed more than 500 valuation agreements for mergers and acquisitions, strategic planning, purchase and sale agreements, stock ownership plans for employees, gift and estate tax planning, charitable giving and financial reporting, among others. He has also led teams that issue impartial opinions in relation to the sale, merger and financing transactions of public companies. A thorough business evaluation is the highest standard for valuing a company. Commercial appraisals are generally required for legal purposes, such as tax issues, divorce settlements, bankruptcies, or corporate stock repurchases.
Since business evaluation is used as a standard for these types of situations, this type of report is certified as an official business evaluation. A full business evaluation may involve an on-site visit to confirm that the physical assets match what is in the books. Most importantly, an appraisal expert will provide an assessment that is defensible, whether necessary for a tax assessment dispute, the dissolution of a marriage or business partnership, or a merger or sale. While all of the steps described above must be performed in the business evaluation process, the most important step is the first to ensure the services of a business valuation specialist.
If you are a business owner, there is a good chance that you will find yourself in a situation where you need to obtain a business valuation. Companies with a reliable financial history and reasonable confidence in their projected business forecast are good candidates for the DCF method. However, instead of using the discount rate, the COE uses the capitalization rate, which is identified by subtracting the company's estimated future growth rate from the discount rate. Business valuations are used in a number of circumstances, for example, to determine the selling value of a business, to establish the ownership of the couple, for tax purposes or even in divorce proceedings.
The designations of Certified Business Appraiser (CBA) and Accredited Senior Appraiser (ASA) are the most prestigious in the business valuation industry. An experienced business appraiser has the advantage of past experience to substantiate his judgment; a professional will have encountered many similar situations that are applicable to the valuation of his company. As such, a company may have different values from those of a voluntary buyer without synergistic benefits, compared to a strategic acquirer who could obtain greater value. Todd has a degree in business marketing from Drake University and is involved in several charities, such as March of Dimes and Victory Junction Camp.
If you simply want to understand how much your company is worth, you can perform your own analysis using one of the business valuation methods listed below. The COE method measures the amount of risk a buyer assumes by identifying the rate of return required for a business purchase to be a good investment. While you can assess market growth and its potential impact on your business yourself, now is a good time to ask financial experts or other business owners in your network for help getting a second opinion. Multiple analyses provide a more complete picture of the value of your company and, depending on the information you provide or the nature of your business, one approach may make more sense than the others.
If intangible assets represent an important part of your business, this approach may not be right for you. .