The late Dan Carter, a true champion of cheese, once said: “Those who own the brand own the market.” With Dan’s words in mind, it is worthwhile to take a look at what a brand might be worth. It
The Timing of Life Transitions and Financial Decisions
As we navigate the complexities of life, one pressing question that often arises is when to transition into retirement. This decision is not merely about age or accumulated wealth; it involves a deep
Business Valuation in Shareholder and Partnership Disputes
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A few years ago, a young couple working in the Wisconsin cheese industry applied for a grant through the Wisconsin Department of Agriculture, Trade and Consumer Protection (DATCP). The couple was faci
Business Valuation: Key to Buying or Selling a Business
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Exit Planning and Business Valuation: A Comprehensive Guide
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You may already have a good quality team established in your company, but does the industry recognize their value? From an internal perspective, your quality team holds great value, however it’s worth
Discounted Cash Flow Analysis is a widely accepted valuation method used to estimate the value of an investment based on its future (projected) cash flows.
Detailed Financial Projections
Based on the historic financial performance, the financial, market and economic analysis, the industry analysis, and input from management, Detailed Financial Projections are prepared.
Industry Analysis
Industry Analysis – A review of the industry specific to the assignment is performed as of the date of the valuation and considered during the valuation process in accordance with IRS Revenue Ruling 59-60.
Financial, Market and Economic Analysis
Financial, Market and Economic Analysis – A review of the financial, market and economic conditions is performed as of the date of the valuation and considered during the valuation process in accordance with IRS Revenue Ruling 59-60.
Explanation of Value Conclusion
A detailed Explanation of Value Conclusion is included in the report.
Fair Market Value Calculation
Fair Market Value is defined in Revenue Ruling 59-60 as “the price at which the property would change hands between a willing buyer and a willing seller when the former is not under any compulsion to buy and the latter is not under any compulsion to sell, both parties having reasonable knowledge of relevant facts.”
Certified Report
Certified Report indicates that the valuation has been performed and its report has been prepared in conformity with the Uniform Standards of Professional Appraisal Practice (USPAP) by an accredited appraiser.
Accredited Appraiser
An Accredited Appraiser holds a professional designation from an accepted organization. Sarah Breitreiter holds a Business Certified Appraiser (BCA) designation from the International Society of Business Appraisers (ISBA).
Methods
A valuation Method is a specific way to determine value.