Valuation Services

How much is your business worth? It’s a critical question, especially if you are contemplating a sale, transitioning ownership of a family business, or gifting shares of your business to the next generation.

Bailey & Utley has the know-how to give you the answer.

We use a team approach to valuations—combining the resources of our industry, financial and tax professionals to provide you a valuation that will withstand scrutiny. Based on our experience, the following are the top ten reasons why you may want to consider a business valuation:

  • Minimize estate taxes by providing specialized business valuations regarding discount valuation in a Family Limited Partnership (FLP)and Family Limited Liability Companies (FLLC)
  • Make an S-Corp election from a C-Corp to determine potential built-in gain
  • Reach an equitable property settlement in a divorce that properly divides the closely-held business between husband and wife
  • Spin-off part of the business for cash flow, regulatory, or operational purposes
  • Buy out dissident minority shareholders
  • Make tax deductible charitable contributions of the closely-held corporation’s stock
  • Restructure the capital makeup of the company in a tax-free reorganization
  • Succession Planning
  • To obtain financing using the closely-held business as collateral
  • Thinking about selling or merging your business

Bailey & Utley, CPAs

Address:
303 West Joaquin Avenue
Suite #280
San Leandro, California 94577
Phone:
510-614-1895
Fax:

510-614-1899

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Questions? Email us now using our contact form.
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