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, 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.
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…
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.
Dawn LeBlanc – Managing Director at Hartford InsurTech Hub
Dawn is the Managing Director at Hartford InsurTech Hub. She has Diversified expertise across insurance/financial products, innovation, marketing, regulatory, actuarial, operations, distribution and technology. Prior to joining Hartford InsurTech Hub she was the Vice President Business Solutions at Prudential Financial. Dawn attended Central Connecticut State UniversityWhere she received her Bachelor’s in Science in Mathematics/Actuarial
Avishai Ben-Tovim | CEO of MDI Health
Avishai Ben-Tovim is a sales & business development executive with years of professional experience and a drive to succeed and to innovate. He holds an IT Engineering degree from Ben-Gurion University of the Negev as well as an MBA from Tel Aviv University. Over the course of his career, he has worked extensively within the sales and technology sectors and held a variety of technical and management roles with companies like Kenshoo, eToro, Google and Roundforest, the latter of which he acted as
How Ellipsis Health Will Change Behavioral Health Diagnosis | Steven Cupps
AlanI’m visiting here today with Steven Cupps, he is the head of Business Development for Ellipsis Health. Welcome to today’s show.Steven Thank you so much for having me.AlanSo Steven, I’d like to hear the background of how you got to the position that you’re in today. What led up to this?StevenBehavioral health has always been a passion of mine. If you think about the entire ecosystem, and in healthcare, it’s really the biggest unmet challenge today. And so what we’re doing at ellipsis is we’re
California LLC Laws And IRS Identity Theft Reporting
A discussion on the tax history of LLC entities i…