VRC performs fairness opinions in connection with newly forming ESOPs and annual ESOP valuations.
In receiving value only if a threshold is met, carried interests have an asymmetric payoff similar to a stock option.
In reality, many businesses are a perfect fit for ESOPs.
The IRS requires donors and donee organizations to supply certain information to prove a taxpayer’s right to deduct charitable contributions.
A recently decided Tax Court decision further underscores the need to obtain an objective valuation and to have a valuation expert substantiate the valuation.
The best defense against an underpayment penalty is an independent valuation from a certified appraiser.
Business owners should constantly monitor their valuations to take advantage of opportunities.
Larry Van Kirk discusses the valuation requirements for assets that are gifted.
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.
…many factors of a business must be considered when answering the question “what is the value of my closely held business.”