Business Valuation 服务
Whether you are getting ready to buy or sell a business or need a valuation for gift 和 estate tax reporting, LBMC’s business valuation services offer support for both our business 和 individual clients.
LBMC’s valuation 和 advisory team has comprehensive experience to provide defensible valuations in a responsive 和 timely manner. We can provide solutions for both traditional 和 complex valuations on behalf of closely held 和 middle market companies, 医疗保健 organizations 和 physician practices, 公共, near-公共 和 private equity companies, as well as high-wealth individuals.
We have the certifications 和 expertise to analyze 和 communicate the valuations of companies, 无形资产, 和 compensation arrangements. We also have an underst和ing of regulatory 合规 issues that impact 医疗保健 和 other industries.
LBMC offers business valuation services using an in-depth underst和ing of accepted valuation methodologies to produce a defensible report for appraisals 和 fairness opinions. Combining LBMC’s valuation services with our tax, transaction advisory services, accounting 和 financial expertise within LBMC’s Family of Companies, we can effectively customize services across divisions all under one roof.
医疗保健 和 Physician Practice Valuations
了解更多Business Valuations 服务
- Gift 和 estate tax planning 和 reporting
- Financial reporting (purchase price allocations, goodwill impairment testing)
- Stock-based compensation (节409 和 Section 83(b))
- 合并 & 收购(M&一)估值
- Intangible asset valuations
- Employee stock ownership plans (ESOPs)
- Cash flow forecasting for strategic business planning
- S-corporation elections
- Buy/sell agreements
- Joint venture agreements
- Due diligence services
- 公平的意见
Financial Reporting Valuations
LBMC provides valuation services for financial reporting purposes, including purchase price allocations (ASC 805) 和 goodwill impairment testing (ASC 350). Our clients operate in diverse industries (e.g. 分布, 医疗保健, 技术, manufacturing) 和 have retained us to value several types of 无形资产, including the following, 和 complex earnouts:
- Trade names 和 trademarks
- Internally developed proprietary software
- In-process research 和 development
- Customer contracts 和 relationships
- 待办事项列表
- Non-competition agreements
- Assembled workforce
Stock-Based Compensation 和 Employee Stock Ownership Plans (ESOPs)
LBMC provides business valuation services for ESOPs 和 stock-based compensation, including stock options, restricted stock 和 stock appreciation rights, that help our clients navigate tax issues related to the issuance of stock-based compensation to their employees. Two common events requiring an independent valuation are as follows:
- A company issues employee stock ownership plans requiring 节409 合规 with tax regulations to establish the strike price for stock options that is greater than or equal to fair market value.
- A company issues restricted stock 和 the employee receiving restricted stock desires to make a Section 83(b) election.
合并s 和 Acquisitions (M&A)
LBMC的米&A valuation team can help your business navigate the financial complexities of mergers 和 acquisitions. When it’s time for you to buy or sell a business, or at least a portion of one, you want to make sure the price is fair value. We can all agree that the seller desires top dollar while buyers prefer a bargain. Determining that the fair value price can be a challenge. 因此, when our team conducts a valuation, we consider all relevant approaches 和 offer an unbiased, well-researched valuation to help you underst和 the value assigned to the business sale.
As a regional firm with national reach, LBMC offers expert valuation 和 appraisal services for mergers 和 acquisitions. Our team provides representation to business sellers, 和买家, helping them make optimal acquisition decisions. Our seasoned professionals can tailor services to provide your business with several valuation approaches 和 are also equipped to assist with other aspects of the due diligence 和 transaction process.
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