Services
Chaney Valuation Advisors prepares independent, unbiased business and professional practice valuations for a variety of reasons including:
Estate/gift tax and other tax related business valuation needs:
- estate tax related business valuation needs
- gifting of closely held stock and partnership/LLC interests
- family limited partnership and limited liability company valuation needs, including entities holding real estate, marketable securities or closely held common stock
- buy-sell and shareholder agreements
- business valuation for life insurance planning and funding
- creation of non-voting stock in S-corporations for gifting purposes
- stock options held by estates
- restricted public stock held by estates
- conversion of C-corporation to subchapter-S corporation status
- preferred stock recapitalizations
- valuation of intangible assets for purchase price allocation
Disputes and litigation-related business valuation needs:
- divorce (equitable distribution)- businesses and professional practices
- court appointed valuations in disputes
- minority shareholder disputes and litigation
- business damage assessment and determination
- critiques of business valuation reports prepared by others
- litigation consulting services provided to trial counsel in preparing to depose and cross-examine valuation experts
- bankruptcy
- reasonable officer compensation determination in disputes with the Internal Revenue Service
- mediation
- binding arbitration
Merger and acquisition and transaction-related business valuation needs:
- employee stock ownership plans (ESOP’s)
- purchase or sale of closely held business or business interests
- management buyouts
- leveraged buyout transactions
- bank financing
- financial restructuring and recapitalization
- valuation of subsidiaries/divisions for spin-off/sale
Other business valuation needs:
- valuation of stock options
- valuation of restricted stock
- valuation for phantom stock plans
- valuation of non-standard company classes of debt, equity and preferred stock
- valuation of notes, bonds and distressed securities for taxation, debt forgiveness, debt for equity swaps, and other purposes
- shareholder value enhancement planning