Johnson, West & Co., PLC delivers easy to understand solutions to help make sense of the complex valuation issues involved with closely-held businesses. As CPAs with solid credentials, we add insight into the business operations and bring integrity, objectivity, and sound judgment to help offer better quality valuation services. Our credentials and experience help businesses, family partnerships, and their owners deal with the financial and tax issues that surround business valuations.
A business valuation analysis can help businesses and their owners address many different types of concerns. Johnson, West & Co., PLC has prepared and advised on Business Valuations to:
- Facilitate business succession planning among business owners, families, and managers,
- Assist buyers in assessing values for companies they wish to acquire,
- Help owners sell their business,
- Analyze values for gift, estate, and income tax purposes,
- Provide a groundwork for discussing ownership values for buy-sell and cross-purchase agreements,
- Help parties settle stockholder and marital disputes,
- Work with business owners to find ways to get value when they retire, and,
- Determine values for built-in gains tax purposes for companies that elect to be treated as an S corporation versus a C corporation.
Our process targets key areas:
- Define the scope of work
- Research of the business and industry
- Examination of external factors that impact the operations of the business
- Identify financial adjustments required for valuation purposes
- Reports that document the merits of our opinion
- Expert testimony on findings, if necessary
Johnson, West & Co., PLCs approach places significant emphasis on financial statement analysis and research to determine the normalized earnings and equity of the enterprise. Conclusions are tested for economic reality.
We offer a free initial consultation for business valuation services. Call us today at 651-227-9431 and ask for Scott Nordeen to schedule a mutually convenient time to meet.
