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Business Valuations: Common Methods and Scenarios, Choosing an Expert

Buy-Sell Agreements, 409A, Section 1202 Valuations, Divorce, Shareholder Disputes, Trust and Estate Valuations

Recording of a 110-minute CPE webinar with Q&A

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Conducted on Wednesday, June 28, 2023

Recorded event now available

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This webinar will take a comprehensive look at business valuations for companies and their advisers. Our panel of business valuation analysts will explain the various business valuation designations, how business valuations are utilized, and which valuation method is best in specific scenarios.

Description

Business valuations serve a multitude of purposes. Valuing a business, its assets, and intangibles could be required for the sale of a business, gift or estate tax valuation purposes, 409A valuations for stock options, or other reasons. The first step in valuing a business is employing the best professional. There is an abundance of business valuation expert designations. Among these are a Certified Business Appraiser (CBA), Accredited in Business Valuation (ABV), Accredited Senior Appraiser (ASA), and Certified Valuation Analyst (CVA). Choosing the best fit for a business' current needs can be daunting.

The process itself entails choosing the proper valuation method. Market capitalization, times revenue method, earnings multiplier, liquidation value, and discounted cash flow are a few standard methods. The method chosen significantly impacts the overall valuation of the company.

The purpose of the business valuation, and whether a higher or lower valuation is preferred, affects the business valuation process. Buy-sell agreements, divorce, and shareholder disputes often require the valuation of a business, as does a corporation's need to memorialize its stock value to ensure the business does not exceed the Section 1202 thresholds to qualify for capital gains exclusion.

Listen as our panel of business valuation experts explains the business valuation process for owners and advisers to small businesses.

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Outline

  1. Business valuations: introduction
  2. Choosing an expert
  3. Uses
  4. Standard valuation methods
  5. Examples

Benefits

The panel will cover these and other key issues:

  • Examples of how the method chosen impacts the valuation of the company
  • How business valuations are utilized for 409A valuations
  • Whether a certain business valuation credential is preferable in specific situations
  • Does a particular valuation method generally generate a higher valuation?

Faculty

McIntyre, Brian
Brian McIntyre, CVA
Partner
Withum Smith+Brown

Mr. McIntyre is a Partner and Market Leader of Corporate Valuation and SBA Loan Valuations in the Princeton office of...  |  Read More

Rodriguez, Benjamin
Benjamin Rodriguez
Senior Manager, Valuation Services
Withum Smith+Brown

Mr. Rodriguez is an experienced Valuation Consultant with a demonstrated history of working across a multitude of...  |  Read More

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