Business Valuation near me Archives - Advent Valuation Advisors

Case Shows Power of Buy-Sell Agreements

Lorraine Barton — Thu, 21 Apr 2022 15:58:25 +0000

A buy-sell provision can help ensure an orderly transaction when one shareholder wishes to leave a business. It can dictate the manner in which an owner’s interest changes hands, as well as the price. The enforcement of one such provision was the point of contention when the shareholders of a family-owned automotive repair business in […]

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Advent Named to Top 10 Emerging Firms List

Lorraine Barton — Wed, 06 Apr 2022 13:20:24 +0000

Advent Valuation Advisors has been named one of the Top 10 Emerging Valuation Services Companies for 2022 by CFO Tech Outlook magazine. The honorees were unveiled in the March edition of the magazine, which was dedicated to business valuation. The article is available here.

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Valuations of Distressed Companies Require Special Treatment

Lorraine Barton — Wed, 23 Mar 2022 14:51:13 +0000

Over the last two years, market conditions — from cost increases and forced shutdowns to shortages of labor and supplies — have taken their toll on many businesses. While owners of distressed businesses may hope to turn things around, some will unfortunately shutter. Valuation is a prophecy of the future, not the past. So, valuing […]

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Opinions Split on Discounts for Controlling Interests

Lorraine Barton — Tue, 01 Mar 2022 14:00:21 +0000

In a business valuation context, the term “marketability” refers to the ability to quickly convert property to cash at minimal cost. While publicly traded stocks are readily marketable, interests in private companies typically require substantial time, cost and effort to sell. To the extent that public stock data is used to value private businesses, a discount may be warranted to […]

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What is ‘Known or Knowable’ on Value Date?

Lorraine Barton — Tue, 25 Jan 2022 14:13:03 +0000

The value of a business interest is valid as of a specific date. The effective date is a critical cutoff point because events that occur after that date generally are not taken into account when estimating value. However, there are two key exceptions. 1. When an Event Is Foreseeable Subsequent events that were reasonably foreseeable […]

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Divorce Case Spotlights Complexities of Double-Dipping Analysis

Lorraine Barton — Mon, 25 Oct 2021 20:28:44 +0000

The division of assets in a divorce is vital to the financial futures of the spouses. A fair division of assets is required under New York state equitable distribution law. For many couples, a professional practice (think doctor, lawyer or accountant) or a business is a key asset in their divorce. While not a New […]

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Lost Profits: Calculating the Damage

Lorraine Barton — Tue, 05 Oct 2021 14:29:58 +0000

Financial experts are often hired to measure economic damages in contract breach, patent infringement and other tort claims. Here’s an overview of how experts quantify damages, along with some common pitfalls to avoid. Estimating Lost Profits Where would the plaintiff be today “but for” the defendant’s alleged wrongdoing? There are three ways experts address that […]

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What to do if a Spouse Cheats … on Taxes

Lorraine Barton — Fri, 23 Jul 2021 12:52:28 +0000

When you got married, you knew it was for “better or worse.” But you might not know about laws that hold you responsible if your spouse cheats on a tax return. Married couples filing jointly should be aware that: To illustrate how the law works, let’s say you have a wage-earning job and your spouse is […]

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Tax Treatment Complicates S Corp Valuation

Lorraine Barton — Wed, 02 Jun 2021 15:35:59 +0000

So-called “pass-through” entities — including partnerships, limited liability companies (LLCs) and S corporations — generally aren’t required to pay entity-level taxes. So, when it comes to valuing a small business structured as a pass-through entity for tax purposes, people often wonder: Would investors pay a premium for an interest in this business compared to an […]

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Price-to-EBITDA Multiples Decline During First Quarter, According to DealStats

Lorraine Barton — Fri, 07 May 2021 18:22:03 +0000

The median price-to-EBITDA multiple among deals reported to DealStats fell slightly to 3.8 during the first quarter of 2021, down from 3.9 in the fourth quarter of 2020, suggesting transaction prices remain under pressure from the coronavirus pandemic. According to the latest edition of DealStats Value Index, the four-quarter average EBITDA (earnings before interest, taxes, […]

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