We Value Your Business ™
Valuation Related Tax Court Cases Keep the IRS Honest
Before we delve into tax court cases to keep in your hip pocket prior to or
after an IRS challenge or Notice of Deficiency arrives, here are some things to
think about when discussing a valuation report with a client: How much is the
interest holder impaired? Compared to whom? For how long? What is the basis for
these conclusions?
Beginning with the fundamentals, investors acquire or sell based upon total
return. Total return is how much an investment will increase in value
(growth or capital appreciation/gain) and/or how much income it pays (dividend
yield/distribution).
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From Our Managing Partner
As a company co-founder and business professor, I believe the simple definition of an entrepreneur is a person who realizes dreams through hard work, nerve and results. Those who take a long view of success are personally invested in making good decisions, from operational matters to succession planning.
"Business owners face unrelenting operational, market, strategic, financial, legal and tax challenges. In dispute resolution they expect to win; in estate/gift planning or transactions, they're looking for a "bulletproof" work product and prompt service. They want more time and less anxiety…life/work balance…and they need to surround themselves with professional advisors to help them achieve that.
Our valuation and advisory experts provide "been there, done that" credibility. We're not timid. We're accessible from initial inquiries to assignment completion. We're prepared. We're gifted facilitators with the ability to persuade and quickly react with composure. These attributes save clients time and money, and offer peace of mind.
We fulfill our service commitment when our clients can achieve their goals. What’s yours?