Is now the right time to sell your company? Are you involved in litigation? Do you want to better manage your business?
Let GRW Appraisal Services help you with answers. We offer valuation, litigation support, and business advisory services for a variety of reasons. We can help you by providing a value opinion, expert services, and other consulting that may be appropriate for your situation.
Appraisal Solutions
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Business Interest Sales and Purchases
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We provide valuations to help business owners determine an appropriate selling price range. We also perform value assessments and rates of return analyses to help buyers review investment opportunities.
We perform business valuations for litigated and collaborative divorce purposes. We can allocate value for separate property ownership interests such as personal goodwill, if applicable. We also provide account tracings, marital property balance sheets portioned between community and separate property interests, expert witness testimony, and other divorce related consulting services.Read more…
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Collaborative Law Financial Professional
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We provide financial expert services in cases involved in the collaborative process. We can perform document discovery procedures, business valuation, account tracing, marital balance sheet development or otherwise to help the parties.
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Litigation Support and Expert Testimony
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We provide litigation support services in disputes involving business valuations, lost profits, bank account balance allocations, and more. We provide trial testimony, depositions, and participate in settlement negotiations to resolve shareholder disputes.
We perform valuations involving operating and real estate or investment holding companies for estate planning purposes. We also perform valuations on behalf of a decedent’s estate for the purpose of reporting stock value to the Internal Revenue Service. Read more…
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Stock Option Grants
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We offer appraisals of ownership interests offered through employee stock options to assist businesses in complying with Internal Revenue Code (“IRC”) 409A reporting requirements.
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S Corporation Elections
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We provide valuations and perform built-in gain tax liability calculations for companies when making S Corporation election conversions.
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Purchase Price Allocations and Goodwill Impairment Testing
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We provide an independent determination of the fair value of intangible assets to assist companies in complying with financial accounting regulations. We allocate goodwill to certain identified intangible assets for Purchase Price Allocation reporting purposes to assist companies in complying with Accounting Standards Codification (ASC) 805. We can also analyze the fair value of Goodwill for Impairment purposes as required by ASC 360.
We provide valuations to business owners when instituting buy-sell agreements. We also review existing buy-sell agreement language to determine if the agreement will produce the expected results upon a triggering event. Read more…
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ESOP Administration
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We assist Employee Stock Ownership Plan (ESOP) clients with administrative services such as the completion of annual ESOP participant account statements, ESOP stock allocation calculations, and the annual filing of Form 5500 to comply with Internal Revenue Code regulations.
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Review
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We review appraisal reports prepared by other appraisers and provide opinions on several areas including: accuracy of mechanical calculations, determination of cash flow, election of methods applied, applicability of valuation discounts, and reasonableness of other areas of subjectivity such as the selected discount rate, etc.
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Other Services
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Information Memorandums
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Do you want to make the best presentation of your business? We write information and offering memorandums for use in helping owners market their businesses. This in-depth business snapshot is a critical tool for any business owner that wants to professionally present their business to prospective purchasers or investors.
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Business Plans
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Do you want to gain a stronger understanding of your operations? We assist owners of start-up businesses or those considering new ventures in the development of detailed business plans. We focus on spreadsheet modeling for income and expense analyses as well as financial projection development.
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Due Diligence
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Do you need a third party assessment of business operations and records? The need to understand a company’s financial statement reporting and business work-flow documentation is paramount in developing confidence in making a good business investment. We can help you gain that confidence or weed out that lemon.
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Performance Management Models
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Do you want to develop the tools to make good decisions? We work with management to assist in the development of performance management tools, such as financial dashboards, and selection of primary key performance indicators so management can quickly see and analyze business operating metrics. We try to eliminate the need for manual data entry and provide real-time data by integrating models with or building models within existing operating applications and software.
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Cash Flow Forecasts
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Do you want to know where your cash is going or how much you may need to support your business goals? We work with owners in developing a model and plan to manage your sources and uses of operating funds.
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Account Tracings
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Do you want to feel secure about the documentation of your separate property? We understand locally acceptable account tracing methodologies and can trace account activity to support separate property claims in divorce and other proceedings.
Phone: 512-574-3444
