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Test 2

MarksNelson CPA understands the valuation of a closely-held business is a complex process that requires a broad knowledge of accounting, finance, economics, and taxation.

Business valuation is a complex process that requires a broad knowledge of accounting, finance, economics, and taxation. Credentialed and experienced in all aspects of valuation, our team puts that knowledge to work with a skillful application of recognized valuation methodologies and a diligent adherence to professional standards.

Whatever your need, MarksNelson helps you understand the value of your business for:

  • Estate and gift tax purposes (complying with adequate disclosure regulations)
  • Income tax purposes (compensation, charitable contributions, asset acquisition allocations)
  • Martial dissolution (litigated and collaborative)
  • Shareholder, operating and partnership agreements
  • Dissenting shareholder and minority and oppression suits 
  • Purchase / sale of businesses and purchase / sale / redemption of ownership interests
  • Stock options / warrants
  • Valuation review reports (critiques)
  • Audit procedures related to valuation reports in benefit plan audits

Valuation and Reporting That You need:

  • Comprehensive Report – USPAP compliant opinion of value based on complete analysis with detailed reporting.
  • Summary Report – USPAP compliant opinion of value based on complete analysis with limited reporting.
  • Calculation of Value – Estimate of value based on specific valuation procedures agreed-upon by the client.
  • Oral Report – Estimate of value based on specific valuation procedures agreed-upon by the client.
  • Market Multiple Analysis – Determination of median multiples of revenue and/or sellers’ discretionary earnings for a hypothetical business plus, an explanation of how to apply these multiples in a typical sale of a hypothetical business.
  • Defined Benefit Pension Plans – Estimate the present value and the marital portion of monthly pension plan benefits.

Whatever the reason for a business valuation, MarksNelson’s accredited professionals are experienced in applying accepted and relevant valuation methodologies. Since 1968, we have provided competent and professional business valuation services to individuals, family-owned businesses and large companies. Our professionals hold a number of accreditations from organizations including:

American Society of Appraisers

  • Accredited Senior Appraiser
  • Accredited Member

American Institute of Certified Public Accountants

  • Accredited in Business Valuation
  • Certified in Financial Forensics

American Institute of Business Appraisers

  • Certified Business Appraiser

National Association of  Certified Valuators and Analysts

  • Certified Valuation Analyst
  • Master Analyst in Financial Forensics

 

When necessary, we provide litigation support services. Attorneys rely on our professionals to provide skilled guidance on cases involving lost profits, business interruption, and other damage calculations.