Business Valuation Case Studies

Business Valuation Case Study: Reorganization of Family Business

Challenge

A second generation family business was experiencing strife between the key members of management. As a result, the board of directors was recommending a reorganization of the company into two entities. The property division needed to be of equal value and also include complimentary assets for operations.

Solution

The Perkins valuation team worked through many scenarios assembling assets into packages to evaluate their operating effectiveness together, as well as tax basis, after-tax values, and assumptions regarding timing of sales and cash flows.