Business Valuation Experience

Business Valuation Experience

Valuation Services
Valuation Process
Sample Report
Glossary of Terms

The Business Valuations group at Greenstein Rogoff Olsen & Co provides the expertise of a large big four firm with the hands on individualized service of a small local firm. We are committed to provide our clients and their advisors with the highest quality services available.

UNIQUE PERSPECTIVE

Our Business Valuations group has over twenty years of combined valuation experience and over twenty-five in the Finance and Accounting fields. We have performed hundreds of valuations of privately held corporations and businesses totaling over $3 Billion in appraised values. This experience has spread over sixty-five different industries in all geographical regions of the US and all stages of enterprise development, with particular emphasis on early stage companies in the Silicon Valley.

UNIQUE CLIENT BENEFITS

With honor and integrity, we adhere to the principles and recommend practices of widely recognized valuation industry organizations. We are constantly reviewing the conditions and value metrics in the market for privately held businesses. In addition, the valuation staff has access to extensive information on valuation related case law and regulatory issues in the areas of both publicly traded and privately owned securities. Our clients benefit from our professional’s vast and diverse experience.

UNIQUE PASSION

Built upon a well deserved reputation for superior service, technical expertise and a commitment to excellence, our Business Valuations team has been involved in hundreds of transactions and have played a key role in the structuring of management buyout programs, management transition programs, stock option plans, and ESOPs. Team members are seen as valuation experts and frequently lecture on business valuation theory and practice.

UNRIVALED SERVICE

Our Business Valuation team exceeds the needs of businesses clients and their shareholders, making it easier for them to achieve important strategic decisions and planning initiatives.

LEADERSHIP

GROCO’s Business Valuation team utilizes a team approach to suit senior-level involvement. Every project is overseen by a director with senior team leadership. Prior to final value determination, senior team members review each individual conclusion.

TRUSTED ADVISORS

While maintaining exceedingly high standards, we take pride in providing a well-supported analysis and giving timely advice. We understand our client’s needs and remain flexible to tailor each project to satisfy the requirements of the situation. Since 1964 we have been the trusted advisors to our clients. We see each Business Valuation engagement as a unique opportunity to provide
accurate and insightful deliverables.

We hope you found this article about “Business Valuation Experience” helpful.  If you have questions or need expert tax or family office advice that’s refreshingly objective (we never sell investments), please contact us or visit our Family office page  or our website at www.GROCO.com.  Unfortunately, we no longer give advice to other tax professionals gratis.

To receive our free newsletter, contact us here.

Subscribe our YouTube Channel for more updates.

Alan Olsen, CPA

Alan Olsen, is the Host of the American Dreams Show and the Managing Partner of GROCO.com.  GROCO is a premier family office and tax advisory firm located in the San Francisco Bay area serving clients all over the world.

Alan L. Olsen, CPA, Wikipedia Bio

 

 

GROCO.com is a proud sponsor of The American Dreams Show.

 

American-Dreams-Show-Accounting-firm-in-ca-cpa-tax-advisors-groco-alan-olsen

The American Dreams show was the brainchild of Alan Olsen, CPA, MBA. It was originally created to fill a specific need; often inexperienced entrepreneurs lacked basic information about raising capital and how to successfully start a business.

Alan sincerely wanted to respond to the many requests from aspiring entrepreneurs asking for the information and introductions they needed. But he had to find a way to help in which his venture capital clients and friends would not mind.

The American Dreams show became the solution, first as a radio show and now with YouTube videos as well. Always respectful of interview guest’s time, he’s able to give access to individuals information and inspiration previously inaccessible to the first-time entrepreneurs who need it most.

They can listen to venture capitalists and successful business people explain first-hand, how they got to where they are, how to start a company, how to overcome challenges, how they see the future evolving, opportunities, work-life balance and so much more..

American Dreams discusses many topics from some of the world’s most successful individuals about their secrets to life’s success. Topics from guest have included:

Creating purpose in life / Building a foundation for their life / Solving problems / Finding fulfillment through philanthropy and service / Becoming self-reliant / Enhancing effective leadership / Balancing family and work…

Untitled_Artwork copy 4

MyPaths.com (Also sponsored by GROCO) provides free access to content and world-class entrepreneurs, influencers and thought leaders’ personal success stories. To help you find your path in life to true, sustainable success & happiness.  It’s mission statement:

In an increasingly complex and difficult world, we hope to help you find your personal path in life and build a strong foundation by learning how others found success and happiness. True and sustainable success and happiness are different for each one of us but possible, often despite significant challenges.

Our mission at MyPaths.com is to provide resources and firsthand accounts of how others found their paths in life, so you can do the same.

Posted in

Organizing Tax Records This Summer Can Help You Keep Your Cool

Organizing Tax Records This Summer Can Help You Keep Your Cool Source: IRS.gov If the sweltering dog days of summer aren’t incentive enough to get out of the sun for awhile, here is another reason to head indoors: organizing your tax records. Devoting some time mid-year to putting your tax-related documents in order may not…

Crazy Tax Deductions

Crazy Tax Deductions Every year at tax time, people try to come up with items to deduct or write off on their tax return. Sometimes the IRS allows them, and sometimes they don’t. We’ve compiled a list of our favorite crazy tax deductions, some were successful and others were not. Crazy Tax Deductions that the…

Renting Your Vacation Home

Renting Your Vacation Home Source: IRS.gov Income that you receive for the rental of your vacation home must generally be reported on your federal income tax return. However, if you rent the property for only a short time each year, you may not be required to report the rental income. The IRS offers these tips…

Summer Job Tax Information for Students

Summer Job Tax Information for Students Source: IRS.gov When summer vacation begins, classroom learning ends for most students. Even so, summer doesn’t have to mean a complete break from learning. Students starting summer jobs have the opportunity to learn some important life lessons. Summer jobs offer students the opportunity to learn about the working world…