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If you own a business, want
to protect your wealth, or
determine how much an asset
is worth, you will, at some
point, need the services of a
valuation professional. Wilcoxon Consulting provides
business valuation services
and reports to business
owners, CEOs, attorneys,
CPA’s, and financial
planning professionals for
the following purposes:
-
Estate and Gift Taxes
-
Charitable Contributions
-
Mergers and Acquisitions
-
Litigation and
Shareholder Disputes
-
Marital Dissolution
(Divorce)
-
Shareholder Buy/Sell
Agreements for
Succession Planning
-
Capital Raising
-
Employee Stock Ownership
Plans (ESOPs)
Our
reports are prepared in
accordance with the Uniform
Standards of Professional
Appraisal Practice (USPAP),
as promulgated by The
Appraisal Foundation and the
Code of Professional Conduct
and Statements on Standards
for Consulting Services
promulgated by the American
Institute of Certified
Public Accountants (AICPA).
Business valuation is a
complex process, requiring
broad knowledge of
accounting, finance,
economics and business,
expert application of
recognized valuation
methodologies and adherence
to strict professional
standards.
At
Wilcoxon Consulting, we will first seek
to understand the Client's
needs and that of his
advisors (attorneys) and
recommend an appropriate
valuation solution. If a
valuation report is
required, there are several
levels of assurance,
depending on the client's
need.
An Appraisal Report
(also known as a full
opinion) is most appropriate
for large gifts of
fractional interests, estate
valuations, ESOPs, sale of a
business, and matters
regarding litigation. An
independent appraisal is
fully supported with market
based studies and empirical
evidence of value.
A Restricted Use
Appraisal Report
contains all of the required
elements of an appraisal
report, but is more limited
in scope. The scope
limitations are those
elements of appraisal that
are not particularly
relevant to the business
under appraisal.
Limited Opinion of
Value:
This appraisal is a
valuation estimate based on
all valuation methods
appropriate to the business.
Under the scope limitations,
it may not contain
information on the national
and regional economies,
industry analyses, and
comparative financial
information.
Calculation of
Value:
This is a business valuation
report that does not contain
an opinion of value. It is
also known as a consultative
report and is an excellent
planning tool. It is a
limited report that is based
on the economics of the
subject and may provide
value ranges.
Whatever its purpose, a
business valuation is a
widely used discipline that
can play a key role in
achieving your financial
goals and objectives.
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