Services
Business Valuation
Striking the right balance, subtracting the stress
We understand how stressful it is to put a price on your business, especially during tough transitions. So we give you everything we’ve got: a team chock-full of highly experienced shareholders, senior management, and accounting specialists who’ll walk through the business valuation process with you and look out for your best interests every step of the way.
Plus, we address legal issues as well as the bottom line; your attorneys will be pleasantly surprised to find we speak their language.
Featured Industries
Buying, selling, or dividing, we’re here for you.
Our integrated business valuation approach saves you time and money since we tap into substantial in-house resources for tax and audit implications, industry-specific requirements, and other expertise. Whether it’s real estate, reorganization, derivatives, or complicated legacy planning, we have the depth to handle it.
We can help you with...
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01.
Bankruptcy & reorganization
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02.
Buying or selling a business
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03.
Buy-sell agreements
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04.
Converting from C-corporation to subchapter S-corporation status
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05.
Divorce settlements
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06.
Estate & gift planning & reporting
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07.
Leveraged buyouts
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08.
Purchase price allocation
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09.
Shareholder oppression
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10.
Strategic & financial acquisitions
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11.
Strategic planning
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12.
Succession planning
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13.
Testing for goodwill impairment
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14.
Financial reporting under fair value
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15.
Forecasting & cash flow modeling
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16.
Forensic accounting
A glimpse of our business valuation experience
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01.
Undivided interests in various pieces of undeveloped land, commercial buildings, and residential rental properties for estate tax reporting
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02.
Real estate holding company with large commercial office building to assist with “estate freeze”
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03.
Multi-million-dollar maritime company for marital dissolution purposes
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04.
Over 35 wineries for estate, gift tax, succession planning, divorce, and merger and acquisition purposes
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05.
Corporate stock for shareholder oppression lawsuit
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06.
Notes receivable for charitable giving
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07.
Biological assets (vines) for fair value reporting
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08.
Manufacturing companies for merger
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09.
Class A and Class B units in holding company with 19 investments, including wholly-owned real estate, non-controlling interests in LLCs/LPs, and tiered holding companies, with total underlying property worth almost $170 million
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10.
Non-voting units in holding company with 16 properties worth over $65 million
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11.
Interest in real estate holding company with holdings of over $200 million for shareholder redemption
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12.
Manufacturer and distributor with revenues in excess of $220 million to assist with revisions to buy-sell agreement
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13.
Music rights licensing company for charitable gifting
CASE STUDY
Reorganization of Family Business
BACKGROUND
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.
CHALLENGE
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.
Business Valuation
Leadership
Our 1:7 ratio means more 1:1
Our ratio of executive team shareholders to staff is unusually low for a full-service regional firm: 1:7 or lower, depending on the service or industry practice group. It means you get the direct, involved attention of our top talent from day one. They proactively offer you strategy, feedback and ideas all along the way.
Don't Take Our Word For It
“The employees at Perkins are always ready and willing to dig in whenever needed. We have high demands and quick turnarounds and yet they always come through. It is always great to work with professional and seasoned partners.”
Anonymous
Client
“Paris was great to work with, very informative, and explained why and how she was using numbers for our valuation that made sense to a non-accounting person.”
Rob Kyne
G2Kyne LLC
Helpful Resource
Quick Reference Guide to Divorce-Related Tax Matters
This guide contains a detailed chart that summarizes many of the tax issues that arise during divorce proceedings and the challenges that may affect family law practitioners.
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