|
|
| 1. |
Provide Fair Market Value of a Business as of a Specific Date in Time. |
|
|
| 2. |
Annual "business check-up" for business owners to determine financial strengths
and weaknesses. |
|
|
| 3. |
Benchmark comparison for business owners to determine how the business is
operating compared to other similar businesses in the same industry (regionally
and nationally). |
|
|
| 4. |
Acquiring expansion capital through lending institutions and venture
capitalists. |
|
|
| 5. |
Business Planning and Value Enhancement - Determining the present value of a
business and setting goals over a period of time to increase that value. |
|
|
| 6. |
Valuing company stock for the development or annual review of an employee stock
option program (or bonus stock option plan) |
|
|
| 7. |
Retirement planning |
|
|
| 8. |
Merger or Acquisition (Buying or Selling a Business) |
|
|
| 9. |
Planning for an initial public offering of stock |
|
|
| 10. |
Conducting a major strategic-planning initiative |
|
|
| 11. |
Seeking outside investors |
|
|
| 12. |
Disputing conclusions of an IRS audit |
|
|
| 13. |
Doing estate or gift planning that involves company stock |
|
|
| 14. |
Creating a company stock-option plan or other benefit plans that involve
company stock (such as ESOP or ESOT) |
|
|
| 15. |
Breaking up a partnership (Partner Buyout) |
|
|
| 16. |
Getting a Divorce |
|
|
| 17. |
Entering Bankruptcy |
