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It is critical to know the value of your company when planning your estate; transferring ownership of your business to succeeding generations; considering a sale, merger or acquisition; or recapitalization of the company. Lougen, Valenti, Bookbinder & Weintraub, LLP (LVBW) can assist you in determining a fair market value for your business.

Business Valuation Services

Our valuation services provide a sophisticated, accurate and defensible valuation of your business.  Our firm is especially knowledgeable in providing business valuation services to a wide range of small and medium size companies.  Our team of valuation professionals is experienced and familiar with the complex laws, regulations, case histories and court interpretations that influence business and legal analyses today.  Our business valuation services are designed to withstand the challenge associated with Internal Revenue Service regulations, estate or inheritance issues or civil litigation.

LBVW will provide you with the documented values you need to meet requirements imposed by a wide range of professional, financial and governmental organizations.  Our unique approach gives clients confidence that our valuation services are accurate and fully supportable.  Our services cover a wide rage including:

• Estate and Gift Tax Planning – Accurate business valuations are crucial in developing sophisticated estate and gift planning techniques, including business succession planning.  Our valuation approach enables us to defend our conclusions in front of the Internal Revenue Service and other third parties.
• Buy-Sell Agreements Between Owners – An independent valuation by LVBW can support a buy-sell agreement that will help co-owners transfer an ownership interest in a corporation or partnership.
• Business Purchase, Sale or Merger – In any of these transactions, valuations can be more market driven than those developed for other purposes.  Both buyers and sellers can utilize LVBW valuations as a basis for negotiating the targeted price.
• Civil Litigation – LVBW can provide expert valuations and testimony in depositions and in court.  Our work withstands the close scrutiny of the judicial process and protects your best interests through that process.