Prioritizing client education to empower decision makers throughout their transaction

Late last year Congress passed the final version of the Tax Cuts and Jobs Act of 2017. Although the plan does not alter ESOP legislation, there are some indirect effects on ESOPs.  Some of the changes will impact the valuations of ESOP-owned companies.

Death, taxes – even divorce – are some of the more sobering circumstances that underscore the need for an independent valuation. Even when the motivation is more upbeat – such as a qualified buyer with a serious offer – the existence of an independent appraisal can provide the parties with a sense of reliability.

From inception to exit, there are many events within the business lifecycle that require you to have an understanding of the value of your business.

When: April 28, 2017

You have determined you need a business valuation, and now you would like to know what to expect during the process.

PCE, a leading investment banking, valuation, ESOP and advisory services firm for middle-market companies, has been named a finalist in the Valuation Firm of the Year category for the 15^th Annual M&A Advisory Awards.

RUN, DON’T WALK. Go see your estate planner NOW!

Understanding the value of your business can be a complex topic involving both quantitative financial analysis and qualitative examination.  

By definition, business valuations require assumptions to be made.  The trick is to consider all elements of the business and market conditions to carry the assumptions to a reasonable conclusion.

As valuation experts, we are also called upon to be advisors.  We could simply perform a valuation using the standard of value dictated by the client or attorney; that would certainly fulfill our role as an expert.  However, in most cases, our clients are better served when we act as advisors as well.