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

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


Preserving Value

      
Family Business

Only a tiny fraction of family businesses prosper into the next generation.  Most don’t even survive.  If you plan to pass on your company to one or more family members, you need much more than a by-the-numbers valuation to determine the transition stock price.  Read more.

      
Divorce

For most valuation processes, finding the range Fair Market Value is the goal.  This is not
the case in the context of divorce.  Read more.

      
Partnership Breakup

If the partners had the foresight to put in place an effective and binding buy-sell agreement, the repurchase of a partnership interest in a business should go relatively smoothly.  If not, a valuation that has the confidence of all parties can mean the difference between an amicable separation and lawsuit.  Read more.

      
Repurchasing Stock

As with the Partnership Breakup, an effective and enforceable buy-sell agreement is the best protection from the process of repurchasing stock from becoming ugly.  If there is no such agreement, you should seek expert assistance.  Read more.

      
Civil Litigation

Besides constituting an often very expensive and time-consuming distraction from daily operations, civil litigation can threaten the very existence of a small company.  Read more.
Contact us:
BryceForney@Gmail.com or 925-323-2892 
SPopell@ExitTrak.com or 650-843-0323

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