Valuations
A business valuation determines the estimated market value of a business entity. A valuation estimates the complex economic benefits that arise from combining a group of physical assets with a group of intangible assets of the business as a going concern. The valuation, which is part art and part science, estimates the price that hypothetical informed buyers and sellers would negotiate at arms length for an entire business or a partial equity interest.
Business Valuations
- Does Your Company Need a Fairness Opinion?
- Approaches to Value Intangible Assets
- Does Your Business Need a Buy-Sell Agreement?
- Approaches to Valuing Cost-Sharing Buy-Ins
- Notice 2006-4 Valuation Issues
- Gift Tax Valuation Update
- Family Limited Partnerships
- Importance of an Independent Valuation
- Discount for Lack of Control / Minority Interest Discount
Employee Stock Ownership Plans
IRS Updates
409A Valuations
- Secondary Market May Impact 409A Valuations
- 409A Valuation Issues Q&A
- Extended Effective Date of 409A
- 409A: Private Companies and Stock Options
- Stock Options (409A)
IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in this document.
—————————————————————————————————————————————————————————————————————
We hope you found this article about “Valuations” 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.
The Value of Investing | Elaina Serotte
About Elaina Serotte Elaina began her career in 1999 at Morgan Stanley as a sales assistant in the Global High Yield Bond department in New York. In 2002, Elaina moved to MassMutual Financial Group in San Francisco as a Senior Financial Planner. She built her private client group from the ground up, serving over…
Real Estate for Startups | Greg Pickett
About Greg Pickett Utilizing his background in real estate finance and his skills in the areas of communications and analysis, Greg Pickett represents the interests of corporate clients and their real estate needs. Greg specializes in representing tenants in the leasing and disposition of property on the Peninsula and Silicon Valley. Greg has represented…
Jukko – Meaningful Engagement on Mobile | Elizabeth Sarquis
About Elizabeth Sarquis Elizabeth Sarquis is the founder and CEO of Jukko, the first ever mobile discovery platform designed to foster positive social impact. She is also the CEO and founder of Global Gaming Initiative. Elizabeth has worked extensively with United Way, the National Eating Disorders Association, Park Nicollet Health Services, and others to…
Ravel Law | Daniel Lewis
About Daniel Lewis Co-founder and CEO Daniel Lewis has a JD from Stanford Law (’12) and a BA from Johns Hopkins. Prior to law school, he worked as a national energy and transportation policy analyst at the Bipartisan Policy Center in Washington, DC. Daniel also worked for Senator Barbara Boxer and was a leader of…