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409A Business Valuations

  • by William McNarland, CFA
  • March 6, 2025March 6, 2025

409A Business Valuations determine the fair market value of a private company’s common stock for tax purposes, particularly for issuing stock options. They matter because they help startups comply with Internal Revenue Code (IRC) Section… 409A Business Valuations

Divorce Business Valuations

  • by William McNarland, CFA
  • March 6, 2025March 6, 2025

Divorce Business Valuations determine the worth of a company or partnership interest when spouses decide to end their marriage. They matter because courts often treat business holdings as marital assets, and an accurate valuation can… Divorce Business Valuations

Merger Business Valuations

  • by William McNarland, CFA
  • March 6, 2025March 6, 2025

Merger Business Valuations involve determining the fair market value of one or more companies that plan to merge. They matter because a credible valuation not only ensures that each party receives equitable treatment, but it… Merger Business Valuations

Shareholder Buyout Valuations

  • by William McNarland, CFA
  • March 6, 2025March 6, 2025

Shareholder Buyout Valuations involve determining the fair market value of a company’s shares when one or more shareholders choose to exit or when conflicts prompt a buyout. They matter because an impartial valuation can prevent… Shareholder Buyout Valuations

Shareholder Disputes Valuations

  • by William McNarland, CFA
  • March 6, 2025March 6, 2025

Shareholder Disputes Valuations involve determining a company’s fair market value when conflicts arise among its shareholders. These conflicts might stem from disagreements over strategic direction, compensation issues, or the exit of a key stakeholder. Accurate… Shareholder Disputes Valuations

Estate Planning Valuations

  • by William McNarland, CFA
  • March 6, 2025March 6, 2025

Estate Planning Valuations are the formal assessments of a business or asset’s worth, conducted to facilitate the transfer of wealth and to ensure accurate tax reporting upon an owner’s death or during lifetime gifting. These… Estate Planning Valuations

Financing Business Valuations

  • by William McNarland, CFA
  • March 6, 2025March 6, 2025

Financing Business Valuations involve determining a company’s worth for the purpose of securing capital through loans, private equity, or other funding methods. They matter because lenders and investors rely on these valuations to decide whether… Financing Business Valuations

IRS Business Valuations

  • by William McNarland, CFA
  • March 6, 2025March 6, 2025

IRS Business Valuations refer to the process of determining the fair market value of a business for tax-related purposes, such as estate planning, gifting, or compliance with the Internal Revenue Service. They matter because the… IRS Business Valuations

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