Business Valuation

The “nuts and bolts” of our practice is business valuation.  As generalists, we have experience valuing a variety of businesses and business interests for a variety of purposes, including ESOPs, estate and gift tax matters, litigation support and mergers and acquisitions.

We are experienced in the valuation of common and preferred stock, stock options, sole proprietorships, S-corporations and various types of debt.  We have considerable background in determining discounts and premia for such things as control, lack of control, blockage and lack of marketability.

To determine these discounts, we consider information regarding the asset being appraised and studies which support each of the discounts. In addition, we rely upon a database of sales of similar interests which we have developed.

Joseph LoeraBusiness Valuation