Pacific Business Valuation’s professionals have collectively valued hundreds of privately-held businesses and business ownership interests. With that experience, they possess the knowledge and expertise to provide valuation services for a variety of purposes.
Reasons for Valuation
- Business transition planning
- Gift and estate tax appraisals
- Buy/sell agreements
- Strategic planning
- Mediation and litigation
- Partner/shareholder disputes
- Divorce
- Employee Stock Ownership Plans (ESOPs)
- Merger & acquistion
- Due diligence
- Financing
Sample Engagements
Business Transition Planning – Valued family construction businesses for exit planning purposes to assist with the transfer of ownership from father to son.
Divorce – Valued dental offices for divorce purposes; Testified in family court regarding opinion of value; Assisted with the preparation of written closing arguments.
Gift & Estate Tax Appraisals – Valued real estate and investment holding entities for gift and estate tax purposes; Determined discounts for lack of control and lack of marketability using widely accepted methods, studies and databases.
Merger & Acquisition – Estimated value of various physician practices to assist with due diligence process.
The Valuation Process
