Business Valuation

Does My Case Require An Expert Witness?

Here Are Some Clarifications About Expert Testimony:   Expert testimony is only permissible if a witness is qualified as an expert by knowledge, skill, experience, training, or education. Expert witness and expert testimony are terms used interchangeably. The expert witness must meet 4 requirements: (1) The expert witness’ scientific, technical, or other specialized knowledge will …

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What Is A Discount For Lack Of Marketability?

For business owners placing a high value on their entity, let’s discuss how marketability affects the overall value of the business. A certified valuation analyst will determine the Discount for Lack of Marketability (DLOM), if applicable to the business. DLOM also catches the attention of the IRS and other agencies hovering over the valuation analyst, …

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Capitalization Rate And Discount Rate In Business Valuations

One of the more difficult tasks individuals face in reviewing and/or deciphering a professionally prepared business valuation is understanding some of the finance jargon within a valuation report. Two terms found in a valuation report that cause much confusion are discount rate and capitalization rate. The goal of this article is to help clear up the confusion and provide an …

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Estate Planning

Business Valuations and Their Role in Estate & Succession Planning ESTATE PLANNING An estimated 90% of all businesses in the U.S. are closely held family owned businesses. Estate planning is the process of developing and coordinating the transfer of an individual’s property/assets to designated beneficiaries in a manner that will minimize or even eliminate the taxes levied by way of the U.S. Unified Gift and Estate …

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