We offer a wide variety of business valuation services such as valuations for estate tax/gift tax planning, purchase price allocations, ESOPs and others. Please contact us for your free consultation so we can discuss if we are the right fit for you and your situation.
HVA is careful to prepare a thorough, thoughtful analysis evidenced by a well-documented narrative report as the best means to withstand the scrutiny of the Internal Revenue Service or other regulatory agencies.
HVA consults with business owners and their advisors to structure customized purchase price provisions for buy/sell purposes. Depending on the needs of the particular client, the buy/sell purchase price can be determined using either an independent appraisal or a formula. Often, an independent appraisal is performed at the outset to establish the initial value and identify the company's specific "value drivers". A formula can then be implemented to track expected future changes in value as a function of changes in the company's value drivers.
HVA has worked on a number of purchaser price allocations. Recent accounting changes regarding the treatment of acquired intangible assets require in-depth understanding of certain accounting rules and related valuation applications. Our team members along with their CPA provide our clients with understanding and interpretation of these accounting rules.
HVA has a number of ESOP clients. We strive to provide fair and reasonal independent opinons to value in the complex and changing environment of Employee Stock Ownership Plans. We work closely with our clients to understand their needs in providing their annual valuation updates.
We can provide advice and consulting services to the business owner on a multitude of levels and services. Please contact us and we'll work together to strive to solve or recommend solutions.