Step Four is the Valuation Analysis
The Valuation Analysis will result in a Conclusion of Value as defined by the National Association of Certified Valuation Analysts. It is conducted according to procedures as defined by IRS RR 59-60. This rule generally describes how to conduct a valuation for tax purposes and is very thorough. It is the standard in the profession for complete and thorough valuations.
If you are filing a tax return that requires a business valuation for gift, estate or other purposes, it will need to follow the requirements of IRS Ruling 59-60. It is also highly advisable to get a 59-60 valuation for litigation. This level of valuation is most likely to withstand a challenge to the Conclusion of Value.
Our 59-60 level valuations can be utilized for many purposes, including:
• Estate and Gift Tax Returns
• Stock Option Plans
• Charitable Contributions of Stock
• Fairness Opinions
• Litigation Support
• Mergers and Acquisitions
• Buy/Sell Agreements
• Acquisitions & Divestitures
• Other – the 59-60 methodology is a complete and thorough business valuation.
The Valuation Analysis report is comprehensive. It includes an examination of the economic and industry trends that affect your company, in-depth financial analysis and comparisons, detailed valuation calculations and other items.
The price is based on the complexity of the business entity involved and the particular requirements of the valuation. Additional fees may be necessary to support the valuation report depending on circumstances.
You will find our RR 59-60 valuation lower priced than those of our competitors. Some of the work performed for a Market Compass or Valuation Review may be usable in a Step Four Valuation Analysis. If you have an earlier valuation with us, you will likely get the lowest possible price on a high quality Valuation Analysis.
