Supporting Tax Planning Through Business Valuation
A business valuation can be a critical component of estate and income tax planning, whether you’re transferring shares of the business to family members or awarding stock options to a valued employee. A business valuation may also be a critical component of a sales or acquisition transaction when the measurement of personal goodwill, the value of contributed assets or the allocation of sales proceeds to asset categories may be required. To achieve your business and compliance objectives, you need valuation professionals who truly understand the tax purposes behind those transactions as well as the requisite professional valuation standards.
Bennett Thrasher’s experienced, independent professionals can analyze, evaluate and address an individual’s or a company’s tax-related valuation needs. We apply thorough analysis, independent objectivity, knowledge of regulations and case law, and expert testimony experience to our tax-related valuation engagements. We are regularly retained to assist major law firms and accounting firms with their tax-related valuation matters. We have valued hundreds of closely held and publicly traded entities, including C corporations, S corporations, limited liability companies, partnerships and other entities or interests for U.S. and foreign tax purposes. We offer tax-related valuations services related to:
- Estate, gift and trust tax planning and compliance
- Charitable contribution planning
- Deferred compensation analyses, such as stock options, warrants and other equity-based instruments
- M&A transactions-personal goodwill measurement and allocations of proceeds
- S conversion analyses
- Negotiations/deal management
- Cost segmentation
- Detailed financial modeling & feasibility analyses
- Capital structure advice
- Strategic alternatives development
With over fifty years of combined valuation and business advisory experience, we bring an extensive knowledge of business acumen and perspective to every engagement. Our team has presented on tax and valuation topics to national and regional professional groups and practitioners, such as the National Association of Certified Valuators and Analysts (NACVA), the American Institute of Certified Public Accountants (AICPA), the American Society of Appraisers (ASA), the Georgia Society of Certified Public Accountants (GSCPA), the Atlanta Bar Association and many others. In addition, we have extensive experience in presenting and supporting our analyses to the SEC, the IRS and other U.S. and foreign governmental agencies. Finally, we understand the need for such independent, tax-related analyses to be cost effective.