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Tax InfoCenter 2007 Tax Guide
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Business Valuation

Businesses and their owners require independent value assessments for many reasons:

  • A comprehensive and well-documented valuation can help minimize estate and gift taxes and is required to meet the IRS' adequate disclosure requirements.
  • Valuations are critical components of a business owner's succession plan and are increasingly being utilized in the development and implementation of buy-sell agreements.
  • Contemporaneous valuations are required when forming or terminating an employee stock ownership plan (ESOP), and annual valuations are required for plan administration.
  • Valuations and fairness opinions are often advisable in the contexts of mergers, acquisitions, corporate redemptions, going-private transactions, initial public offerings, or other transactions involving corporate stock.
  • Valuations are playing a more critical role in financial reporting and are required in the contexts of purchase price allocations and goodwill impairment testing.
  • An objective and credible valuation analysis is often the key to a successful judgment or settlement in a litigation support or dispute resolution setting.

Holbrook & Manter's valuation professionals have assisted hundreds of privately held corporations with their independent valuation requirements.   Many of the country's most prestigious law, accounting, and financial planning firms have entrusted our professionals to provide valuation services for their clients.  

As recognized industry leaders, H&M valuation professionals are highly qualified, having earned advanced business degrees and multiple professional designations related to valuation, finance, and accounting.

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Services

The professionals at H&M have extensive experience providing business valuation services in a broad range of contexts, including:

Tax Planning & Compliance

  • Estate & Gift Tax
  • Succession Planning
  • Buy-Sell Agreements
  • FLP & LLC Discount Studies
  • Restricted Stock & Blockage Analyses
  • C to S Conversions

ESOP and ERISA Advisory

  • Feasibility Studies
  • Annual ESOP Valuations
  • ESOP Transactions & Leveraged Buyouts

Financial Reporting

  • Purchase Price Allocation (SFAS 141)
  • Goodwill Impairment Testing (SFAS 142)
  • Employee Stock Options (SFAS 123 & 148)

Transaction Advisory

  • Fairness Opinions
  • Mergers, Acquisitions & Divestitures
  • Corporate Redemptions
  • Bankruptcies & Reorganizations

Management Assistance & Planning

  • Business Plans
  • Performance Measurement

Litigation Support & Dispute Resolution

  • Shareholder Disputes
  • Marital Dissolution & Prenuptial Agreements
  • Business Damages

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Leadership Team

Get to know the members of Holbrook and Manter's Business Valuation Leadership Team.

For more information about our services, please contact Holbrook & Manter.