Why a business valuation should be part of your estate plan. Valuing Your Business for Estate Planning and Gift Purposes Despite your finances, you may fail to realize that you have an estate. Everyone has an estate, regardless of how wealthy or not they may be. This is because your estate is simply a collection […]
Taxes
Business Valuations for Estate Planning, Wealth Transfer, and IRS Gifting
Plan for Your Business Future Starting with a Certified Business Appraisal Estate Planning Starts with Knowing Your Company’s Value If you are a business owner, you have considered obtaining a business appraisal of your enterprise. A business appraisal, or business valuation, reflects the current economic value of a business. Such valuations are often conducted for […]
What You Need to Know about the IRS Business Valuation Guidelines
Business Valuation for Gift and Estate Taxes Certified Business Valuation for IRS Purposes How do you value a business for estate tax purposes? All businesses eventually require a business appraisal to determine their current economic value. Often, conducting such valuations are at the onset of a financing or tax event within the business lifecycle. The […]
How Much Should a Business Valuation Cost?
How Much Should I Spend on a Business Appraisal? What should I Pay for a Business Valuation? Pricing to value a company varies from free to $13,000 for most business owners. How do you decide the appropriate valuation type and cost for you? Business Appraisal FL|GA has designed this decision tree to help you get […]
Tax Returns Trump All in a Business Valuation
The value of large, publicly traded companies, such as those on the New York Stock Exchange or NASDAQ, are calculated thousands of times a day through active trading of buyers and sellers in the stock market. In general, this price is recognized as fair market value. For privately-owned companies, nevertheless, the stock does not have […]
R&D Tax Credit FAQ
“The avoidance of taxes is the only intellectual pursuit that carries any reward.” John Maynard Keynes Q: Who qualifies for the R&D Tax Credit? A: One of the common misconceptions about R&D Credit. Companies with teams of scientists in lab coats have this R&D Credit reserved for them. In reality, any company working to solve […]
Is your private company issuing stock options? The need for an IRC section 409a Valuation
What is a 409A Valuation? How do I get a 409a Appraisal? Do I need a 409A Valuation? If your private company is issuing stock options or any other form of deferred compensation to your employees, you must have an assessment of the fair market value of your business performed by a third-party valuation firm. […]
Taxes are an Investment (When Selling Your Company)
We all hate paying taxes. Why would you want to pay more taxes at any time for any reason? Selling a business and borrowing money (which at most times the two are tied together) are both cash flow related. Buyers of companies value cash flow. Banks and other lenders value cash flow and the buffer […]