Business Valuations

Whether you are selling a business, buying a business, or have a need to know what your business is worth for any other reason, an objective, professionally-prepared business valuation is essential to meeting your goals. At O'Keeffe & O'Malley, Inc., we are not only experienced and credentialed in business valuations, we are involved in the market of selling business and know what they are selling for in most industries. Hire a business appraiser that also sells businesses and you will better informed!

At O'Keeffe & O'Malley, Inc. we use a comprehensive approach to valuing businesses and business interests. We perform an in-depth analysis of your business and apply recognized valuation techniques and relevant market data to prepare an accurate and defensible business valuation report. Our market experience, combined with our deep understanding of valuation theory and recognized valuation methods will give you an accurate and supportable valuation.

We provide a full range of business valuation services to meet your needs including:

Merger and acquisition and transaction-related business valuation needs:

  • Purchase or sale of closely held business or business interests
  • Allocation of the purchase price among the assets acquired
  • Employee stock ownership plans (ESOP's)
  • Management buyouts
  • Leveraged buyout transactions
  • Bank financing
  • Valuation for spin-offs

Estate/gift tax business valuation needs:

  • Estate tax returns
  • Gifting of closely held stock and partnership/LLC interests
  • Family limited partnership and limited liability company valuation
  • Creation of non-voting stock in S-corporations for gifting purposes
  • Stock options held by estates
  • Blockage issues related to publicly traded shares held by estates or for gift or estate planning
  • Preferred stock recapitalizations
  • Restricted public stock held by estates

Tax related business valuation needs:

  • Charitable contributions of closely-held stock
  • Compensation in the form of stock or options
  • Conversion of C-corporation to subchapter-S corporation status

Disputes and litigation-related business valuation needs:

  • Divorce
  • Court appointed valuations in disputes
  • Minority shareholder disputes
  • Economic damage determinations
  • Review of business valuation reports prepared by opposing expert

Other business valuation needs:

  • Valuation of stock options
  • Valuation for phantom stock plans
  • Valuation of complex capital structures of debt, equity and preferred stock
  • Shareholder value enhancement planning
  • Buy-sell and shareholder agreements
  • Business valuation for life insurance planning and funding

Why O'Keeffe & O'Malley, Inc.
When it comes to business valuation services, not all firms are alike. At O'Keeffe & O'Malley, Inc., we have the experience, certifications and the understanding of the current market for selling a business to provide an accurate determination of the value of your business. We will provide the level of service you require, ranging from informal calculations to a comprehensive appraisal report. Always hire a business appraiser that knows the market. If you would like to learn what the value of your company is for tax purposes, litigations purposes, transaction purposes or other planning purposes call us. We will be happy to answer any questions you may have.