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Business Valuations & Litigation Support

Articles & Newsletters               Valuation Credentials:

                                                          William Mason

                                                          Chris Hays

Valuing a business requires a broad scope of technical and business experience.  We apply sound appraisal techniques and a thorough understanding of corporate finance and today’s tax laws to give a valuation tailored to your business and situation as well as providing litigation support whenever necessary.

Our valuation team is headed by William Mason II, CPA/ABV, ASA and Chris Hayes, CPA/ABV, ASA, CVA.  Our team is the largest, most experienced business valuation and litigation support team in Oregon outside of the Portland area.  Having two Accredited Senior Appraisers (ASA) on our team as well as being Certified Valuation Analysts (CVA), Certified Public Accountants (CPA), and Accredited in Business Valuation (ABV) by the American Institute of CPAs gives us a unique depth and breadth of experience in business valuation concepts. 

Our litigation support experience includes analysis and preparation of damage calculations, supporting documentation, and counter argument preparation.  We also have provided expert witness testimony in both state and Federal District Courts. 

We have experience in valuing all business entity types (Corporations, general and limited partnerships, LLCs, and proprietorships) operating in most industries in the following situations.

• Acquisition or Sale – Determine a fair transaction price from either perspective. 

• Buy/Sell Agreements – Ensure the agreement reflects the current value.

• Divorce - Determine the value of an interest in a closely-held business.
• Employee Benefits – Value employer securities in an Employee Stock Option Plan (ESOP).
• Exit Strategy – Develop goals to increase future value and transfer ownership.
• Gift & Estate Tax Planning - Minimize the bite taxes take from your estate.
• Financing – Satisfy potential lenders or venture capitalists.

• Additional Situations – Bankruptcy, eminent domain, compensatory damage cases, and partnership/shareholder disputes. 

We can provide services in connection with performing valuations for SFAS 141, 142, and 144 to address business combinations, purchase price allocations, intangible asset impairment, and goodwill.

Types of Reports

Our valuation team provides various types of reports, each with increasing detail.  We work with clients to determine the report most appropriate for the situation.

A Summary Valuation report provides detail that owners with buy-sell agreements or courts often require.  A Comprehensive Valuation report is a very detailed analysis and opinion of the business’ value as required for ESOPs, estate tax, or gift tax.  A limited narrative report also can be provided.  Our analysis, regardless of the level of report, is always comprehensive. 

A Management Tool
A business valuation can help you develop a new management perspective.  Value is much more than revenue and profit.  A business could be very profitable but not be as valuable as it has the potential to be.

Some of the drivers of your business’ value include capital structure, management depth, and elements of transferability.  Are you managing these areas as effectively as possible? 

When you understand what drives the value of your business, you are better able to focus your efforts to increase its future worth.  Our team can help you define what you can do today to increase value down the road.  You’ll be surprised by how much a good business valuation can tell you!

To speak to a valuation expert, please contact your local office or use our information request form.