The key to effective resolution of estate planning, business disputes, divorce settlement negotiation, or stock transactions, is an accurate business interest valuation. Without a ready market for these interests, estimates of value can often be difficult to obtain. In the absence of guideline data, interests in closely held businesses must be valued independently.

CORE Business Advisors, Inc. is experienced in selecting the most appropriate valuation approaches based on the particular engagement. We consider the value of the assets, liabilities, cash flows and recent private or public transactions involving similar companies.

In addition, the value of an interest in a closely held business can vary substantially based on its level of significance (controlling versus minority interest) and the degree to which its marketability is impaired (lack of a ready market versus an outright restriction on the sale or transfer). We are knowledgeable in the selection and support of discount and premiums in our determination of value.

Our valuation conclusions provide the necessary support for business owners and their advisors to make well reasoned decisions regarding the purchase or sale of interests in a closely held business.