Business Valuation

Guidance for business valuation – for purchase and sale

What is the value of your Corporation or Partnership interests? How do you create a shareholder agreement? How do you gift closely held stock interests? What is the value of your assets for federal estate tax purposes? What is the value in a litigation situation?

Such business valuation questions are confounding, even to the most savvy business owner. Plus, you may need business valuation for a variety of situations, such as purchase or sale of the business, estate planning, death of a partner, business disputes, commercial litigation, or divorce.

Whatever the situation, our clients rely on Steven Kreisman’s expertise in business valuation. A Certified Valuation Analyst (CVA), Steven has had a strong interest in this specialized field throughout his career.

Backed by decades of experience in business valuation, The Kreisman Group provides the following services:

  • Estate and gift tax valuations, emphasizing appropriate method selection, appropriate capitalization/discount rate development, and lack of control and marketability discounts
  • Gifting of closely held stock and partnerships interests
  • Family limited partnerships and limited liability company valuation needs, including entities holding real estate, marketable securities or closely held common stock
  • Buy-sell and shareholder agreements
  • Purchase or sale of closely held business or business interests
  • Divorce valuations, emphasizing key Colorado court decisions
  • Purchase and sale valuations

Get the expertise to support your unique financial needs.
Click to contact us.