There are many reasons to have a valuation via Q3 Business Valuations for a closely held business:

• Estate Planning and Taxation, Gift Taxes
• Family Limited Partnerships
• ESOP
• Shareholder Dissenting Actions
• Buy / Sell Agreements
• Merger and Acquisition (M and A)
• Litigation Support

Success depends on technical skills sets, experience, and judgment.

Due Diligence is the “discovery” process in business sales.

Those buying a business want to know:

• What is the sustainable cash flow from the business for sale
• Are the revenues represented verifiable
• Is there a customer concentration issue
• Industry trends and pricing norms for this type of business
• Should I buy stock or assets in the business
• How do I optimize my tax position
• And much more …