Business Valuation and Appraisal

Northern California

 

Home

Testimonials

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

Publications

Latest Post

Families Collaborative

Team Collaborative

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


Partnering

A genuinely helpful valuation for purposes of establishing a partnership subsumes an in-depth interview with each prospective partners to determine the following:

1. Personal and financial goals

2. Expected role in the company, including if this role will change over time

3. Most critical expected obstacles to success

4. Expected time line to stability and prosperity

5. Personal financial wherewithal

6. Professional skills and experience to create value

7. Expectations of the other partner(s) regarding #4 and #5 above

Your valuation experts must be able to evaluate the realism of these respective expectations, assist the partners to reach consensus, and craft a valuation that supports that consensus.  To assess the fit between our skills and experience and your valuation needs, please click on About Us.


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

Website powered by Network Solutions®