ESOP: An Exit Opportunity for Professional Service Firms

VRC performs fairness opinions in connection with newly forming ESOPs and annual ESOP valuations.

Techniques for Valuing Carried Interest

In receiving value only if a threshold is met, carried interests have an asymmetric payoff similar to a stock option.

ESOP Fables: Reviewing The Myths and Facts About Employee Stock Ownership Plans

In reality, many businesses are a perfect fit for ESOPs.

Valuation Requirements for Charitable Contributions

The IRS requires donors and donee organizations to supply certain information to prove a taxpayer’s right to deduct charitable contributions.

Estate of Tanenblatt Raises Valuation Issues

A recently decided Tax Court decision further underscores the need to obtain an objective valuation and to have a valuation expert substantiate the valuation.

Estate Court Cases Highlight Importance of Valuation

The best defense against an underpayment penalty is an independent valuation from a certified appraiser.

Know the Value of Your Business

Business owners should constantly monitor their valuations to take advantage of opportunities.

Closely Held Company Valuations for Tax Purposes

Larry Van Kirk discusses the valuation requirements for assets that are gifted.

Three Approaches to Valuing a Privately-Held Company

The potential for rising taxes due to huge U.S. government budgetary deficits are prompting many owners of privately held companies to consider their options.

What’s the Value of My Business or Asset? It Depends…

…many factors of a business must be considered when answering the question “what is the value of my closely held business.”