Corporate Valuation & Advisory Services
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Planning for Succession
Planning for Succession Prepare for the future and transition seamlessly with
succession planning
A lifetime has been spent building equity in your business. Now it is time to begin considering options for gaining maximum advantage from your life’s work. AccuVal is the SingleSourceSolution® assisting in all phases of business succession and beyond.
AccuVal Assists During All Phases
Planning
- Estimate the fair value of the business and equity positions
- Determine how business value might be impacted by a change in ownership
- Value stock or business assets annually to support gifting strategies and consider the impact on estate and gift taxes
- Determine how income and transfer taxes can be minimized
- Identify family, co-owners, managers, employees and/or competitors capable of taking the business forward
- Identify successors to fill key management positions
- Develop a plan and schedule that describes how and when senior management/owners will take a less active role in daily operations
- Determine who owns what shares in the business, structure compensation plans and delineate decision making authority
- Strategize on how to retain key employees and customers during the transition
- Identify lenders or equity participants willing to fund and/or invest in the businesses while in transition
- Provide valuation information for buy/sell agreements in conformance with Section 2703 of the IRS Tax Code
- Consider life and disability insurance as options to provide the capital needed to facilitate a smooth transition
Execution
Performance Optimization
- Optimize borrowing power with routine appraisal updates
- Satisfy annual requirements to test Goodwill (ASC 350 (Formerly SFAS 142)) and Long-Lived Asset Impairment (ASC 360 (Formerly SFAS 144))
- Accurately value stock given as compensation
- Properly expense stock options (IRC 409a)
- Maximize federal depreciation expense with a cost segregation analysis
- Generate tax savings from real and personal property appeals
- Optimize assets with buy/sell and redeployment strategies
- Generate cash by selling surplus or non-strategic assets
- Identify opportunities for performance and profit improvement
- Strategize on how to grow the business organically or through acquisition
- Overcome business challenges and internal disputes with problem solving and crisis management
Successes
Industries
