Business Valuation and Appraisal

Northern California

 

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Build Value

Overview - Build

Raising Equity

Employee Incentives

Buy-Sell Agreements

Partnering

Acquisition

Preserve Value

Overview - Preserve

Family Business

Divorce

Partnership Dissolution

Stock Repurchase

Civil Litigation

Convert Value

Overview - Convert

Exit Strategy

Management Succession

Estate Planning

Company Sale

About Us

Steven D. Popell

Bryce Forney, CPA/CVA

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Families Collaborative

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Key Manager Incentives

Increase Company Value

BV Collaborative Divorce

Go Strategic

Nuetral BV for Results

Selecting a BV expert

Collaborative Divorce BV

Reasonable compensation

Investment Value

Double Dipping -Sole Prop

Consider collaborative

BV in Divorce


Raising Equity

To persuade an individual or institution to invest in your company at a favorable price per share, you must provide credible projections of future financial performance.  Central to the credibility of your projections is the quality of your underlying assumptions.  Read more.


Employee Incentives


While retaining key employees is usually easier in a bad economy, it is by no means a given.  The incentive of equity ownership can play an important role in both employee retention and best efforts.  Read more.


Buy-Sell Agreement


Every business entity with more than one owner – whether corporation, partnership, LLC or something else – must have a practical and well thought out buy-sell agreement.  To neglect this important safeguard is to court unnecessary and preventable jeopardy to the business.  Read more.


Partnering

Most partnerships fail!  To enhance that your partnership does not become such a statistic and, more importantly, that it does not suffer a catastrophic failure, the partners must create and identify value that they bring and in which they can confidently invest.  Read more.


Acquisition

When you are building equity through acquisition, valuation is critical to your entire negotiating strategy.  While buying another company at a “bargain” price is appealing, it is important to recognize just what constitutes a bargain.  Central to this recognition is the distinction between a financial acquisition and a strategic one.   Read more.


Contact us:
BryceForney@Gmail.com or 925-323-2892 
SPopell@ExitTrak.com or 650-843-0323

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