Summary Business Appraisal
Uses: Generally for smaller private or personal purposes between
familiar parties
- Business Sale Preparation
- Purchase Price Justification
- Buy-out of Partners/shareholders (private firms)
- Buy/Sell Agreements
- Exit Strategy Planning
- Fairness Opinions
- Personal Financial Planning
- Insurance Underwriting
Limited Business Appraisal
Uses: Generally for private purposes between unfamiliar parties
- Mergers & Acquisitions
- Business Sale Preparation (larger Value or multiple parties)
- Purchase Price Justification
- Buy-ins/Capital Infusions, Equity Participation Valuation
- Independent Appraisal Verification
- Divorce likely to be settled out of court
- Shareholder Transactions
- Allocation Table Preparation
- Family Business Ownership Transfers
Certified Business Appraisal
Uses: Generally for Legal purposes sufficient for use in Court
- Estate Planning/Disbursement
- Tax Planning
- Employee Stock Ownership Plans (ESOPs)
- Divorce (anticipated litigation)
- Litigation Support/Defense
- Partnership Disputes likely to be litigated
- Shareholder Litigation
- Determination of Economic Loss
- Wrongful Death/Injury/Insurance
 |
