A business valuation is an appraisal or determination of the value of a certain asset on a specific date. The Vant Group and affiliates perform business and corporate valuations and partnership interests.
A competent valuation meets two tests. First, it reaches an accurate value conclusion. Second, it clearly and convincingly establishes how the conclusion was reached. A good valuation can be successfully defended and supported under critical scrutiny. Quality valuations are performed by experienced, capable appraisers. The Vant Group prides itself on its professional experience and expertise in the field of corporate valuations.
When Is A Valuation Needed?
The Vant Group performs valuations to satisfy requirements arising from a variety of situations including the following:
- Allocation of Purchase Price
- Buyouts
- Dissenters’ Rights
- Estate and Gift Taxes
- Fairness Opinions for Fiduciaries
- Litigation
- Mergers and Acquisitions
- Bankruptcy/Reorganization
- Charitable Contributions
- Employee Stock Ownership Plans (ESOPs)
- Equitable Distribution
Clients Who Count On Us
Valued reference sources for new assignments include previous clients, banks, attorneys, trust companies, accounting firms and investment banking organizations.
Our clients range from professional practitioners and small businesses to large companies in many varied fields of endeavor. A sampling includes manufacturing, retailing, wholesale distribution, publishing, securities brokerage, insurance, leasing, banking, construction, real estate, consulting, environmental services, transportation, logistics and mail order.
Time to complete: Upon receipt of all required documentation analysis can be completed in three to four weeks.
Items needed to perform an analysis:
- Interim Profit And Loss Statements
- Interim Balance Sheet
- Complete Federal Income Tax Return (last year)
- Complete Federal Income Tax Return (two years prior)
- Complete Federal Income Tax Return (three years prior)
- Fair Market Value of Furniture, Fixtures & Equipment
- Current Value of Inventory
- List of Owner Perks and One-Time Non-Recurring Expenses (TVG supplied form)
- Business Questionnaire (TVG supplied form)
