Business valuation services can maximize your wealth.
Since 1989, Valuation Professionals has provided expert business valuation services and advice on a confidential basis for business owners and their professional advisors in accordance with current professional standards.

They are dedicated to providing you with the highest quality valuations for estate and gift tax planning, ESOPs, mergers and acquisitions, succession planning, and litigation support services.

Their primary objective is to maximize entrepreneurial and family theyalth for their clients by offering quality business valuation services.

They assist business owners, investors, CPAs, attorneys, and financial planning consultants to document value in the following areas:

• Estate and Gift Tax Planning Valuations
• Employee Stock Ownership Plans (ESOPs)
• Mergers and Acquisitions and
  Transaction - Related Business Valuation Needs
• Litigation Support Services
•  

A theyll-documented business valuation, also known as a business appraisal, by qualified professionals is more critical than ever in helping your business achieve your financial objectives. Their professional knowledge and thorough research allows their reports to withstand intense third-party scrutiny. Their clients are confident that they have considered all material factors in rendering their conclusion.

Business Valuations
Employee Stock Ownership Plans (ESOP)

Employee ownership has become a popular means of compensating and motivating employees. Selling company stock to employees through an employee stock ownership plan (ESOP) can also offer unique opportunities for both succession and estate and gift tax planning, thereby providing the closely held business a vehicle for continued growth and success. Furthermore, an employee ownership plan can be utilized to create shareholder liquidity.

An ESOP invests primarily in the stock of the employer company. ESOPs are “qualified” (i.e., tax-qualified) in that in return for meeting certain regulations designed to protect the interests of plan participants, ESOP sponsors (business owners) receive various tax benefits. ESOPs are “defined contribution plans” in which the employer makes yearly contributions that accumulate to produce a benefit that is not defined in advance.

Businesses can increase employee loyalty with an ESOP that works for your company. Their professional team offers confidential valuations and fairness opinions for business owners and their professional advisors establishing an ESOP.
 

Mergers and Acquisitions

The staff at Valuation Professionals have more than thirty years in financial management and business valuation services to effectively advise businesses on potential transactions: bank financing, company mergers and acquisitions, and financial restructuring. They advise closely held companies and partnerships throughout California, Nevada, Arizona, Utah, Washington, Oregon, and Hawaii to identify the important steps and elements of transactions they are considering or engaging in. Their experience and standards make Valuation Professionals the choice for: Purchase or sale of closely held businesses or sale of business interests   Advising corporate board of directors on pending or contemplated transactions, including business mergers, company acquisitions or sale of divisions or subsidiaries   Planning of management buyouts   Bank financing   Financial restructuring and re-capitalization   Consulting concerning reasonableness of offers to purchase Their primary objective is to assist their clients in achieving their long-term business and personal goals. Whether you want to merge with another company, purchase a business, or sell a business, you need to know its value. Many factors are involved in this determination, which need to be addressed in order for you to maximize your investment. Selling or buying a business is a complicated process that involves many difficult decisions and coordination with other professionals such as brokers, attorneys, and bankers. It is important to have a thorough valuation of the business before beginning. Mergers and acquisitions often open up new business opportunities that increase the value of the company and bring exciting new changes as theyll. Although business mergers and company acquisitions are similar, as they are both a combining of two companies, they are not the same thing. Business mergers are a mutually desired combining of two companies. The new, larger company has a large increase in its value and everyone benefits. In company acquisitions, one company takes over another. It is not necessarily a mutual negotiation where everyone wins. Although the outcome for the new company is the same, the method of combining the companies is not. A formal valuation of the business for both the buyer and seller is a vital component for any proposed transaction. It is important to realize that valuation is not an exact science, and pure valuation issues typically will not drive the terms and pricing of the transaction.

Litigation Support Service

Business valuations can assist in settling disputes or damage claims. Valuation Professionals supports you professionally during the process of litigation with their consulting services and years of experience. Combining proven methodology with strategy and common sense, they provide insightful litigation support that can withstand third-party scrutiny. They’ve been serving CPAs, attorneys and closely held business owners in Southern California for more than 15 years and offer their valuation services for a variety of litigation purposes: Minority shareholder disputes Partnership disputes Divorce Business damages Mediation Binding arbitration Litigation support for trial counsel in preparing to depose and cross-examine valuation experts   As litigation consultants they can provide critical information that assists attorneys in resolving their clients’ business disputes. Valuation Professionals offers a full range of financial consulting and expert witness services relative to commercial and financial litigation. With credentials and expertise in accounting financial analysis, valuation and investment banking, Valuation Professionals can add valuable insight to all stages of a dispute by: Identifying Key Issues: They assist in identifying issues related to your client’s damages, and collecting relevant information.   Assessment of Economic Damages: They assist counsel in discovery request and calculate damages that are both supportable and credible.   Pre-Trial Preparation: Analyzing opposing experts’ work and developing testimony and strategy and preparing exhibits that convey technical facts in an easily understandable fashion.   Analysis of Opposing Experts’ Reports: They assist counsel in developing questions for rebuttal and analyzing the experts’ theory and arguments.   Expert Witness Testimony: Valuation Professionals has extensive experience testifying in depositions, mediation, arbitration, and ctheirt trials. Their reports are frequently instrumental in settlement of disputes prior to a lengthy trial. They provide credible testimony on valuation issues, valuation principles, and valuation conclusions.

Contact the company
Valuation Professionals, Inc.
400 Community Drive, Ste. 107
Avon Lake, Ohio 44012
Phone: 440 315-0721
Email us at valpro@roadrunner.com
Valuation Professionals is pleased to prepare
a written proposal for your business valuation needs.