The Business Valuation Group of Dent, Baker & Company specializes in business valuations and fairness opinions for closely held companies, professional practices, and partnership interests.
Our primary objective is to maximize entrepreneurial and family wealth for our clients by offering quality business valuation services.
Business valuations are performed on a confidential basis for business owners and their professional advisors in accordance with current professional valuation standards.
Estate & Gift Tax, Other Tax Related Business Valuations Planning
- Estate taxes
- Gifting of closely held stock and partnership interests
- Family limited partnerships and limited liability companies holding real estate, marketable securities or closely held common stock
- Buy/sell agreements
- Conversion of C-Corporation to Subchapter-S Corporation status (computation of built-in gain)
- Re-capitalization to include a new class of preferred stock or creation of voting and non-voting stock for gifting purposes
Merger, Acquisition and Transaction-Related Business Valuation Needs
- Purchase or sale of closely held businesses or business interests
- Advise corporate board of directors on pending or contemplated transactions, including mergers or sale of divisions or subsidiaries
- Management buyouts
- Bank financing
- Financial restructuring and re-capitalization
- Consulting concerning reasonableness of offers to purchase
Employee Stock Ownership Plans (ESOPs)
- Employee stock ownership plan valuation prior to the establishment of the ESOP
- Fairness letters
- Ongoing annual valuation for the Plan Trustee
Litigation Related Business Valuation Needs
- Minority shareholder disputes
- Partnership disputes
- Divorce
- Business damages
- Bankruptcy
- Mediation and/or binding arbitration
- Litigation support and assistance provided to trial counsel in preparing to depose and cross-examine valuation experts
Other Business Valuation Needs
- Shareholder value enhancement planning
- Critiques of other valuations, including strengths and weaknesses
- Valuation of key employee stock options and phantom stock to retain valuable executives
Your contacts at Dent, Baker & Company:
James L. Hart, CPA/ABV, CBA
jhart@dentbaker.com