Approaching ClarityBV’s first business anniversary, following are some reasons clients have worked with us during the past 12 months.
- Buy-Sell Agreement
- Charitable Donation
- Estate Reporting
- Gift Tax Reporting
- Management Buy-Out
- Marital Dissolution
- Purchase Price Allocation
- Succession Planning
Are there any common threads among these project types? I’d boil it down to two…
- Serious money is on the line. In other words, the cost of an in-depth valuation analysis is small compared to the cost of using the “wrong” number.
- Compliance. Auditors, taxing authorities, or others require a “qualified” appraisal.
In the first case, it is up to the business owner as to what type of analysis suits their needs. In the second case, someone (e.g. the IRS, an auditor, court of law, etc.) has made the decision for them.