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Updated by Bill Roeser on Apr 12, 2025
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Bill Roeser Bill Roeser
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Valleyvaluations

If you wish to sell your business, either now or in the future, Valley Valuations can guide and counsel you through the process, providing unique professional services that will lead to a successful close while maximizing the value and liquidity event to meet your expectations.

A Lack of Confidentiality Can Destroy your Business Transaction

When it comes to business transactions, confidentiality is vital to a smooth transaction. Every business broker knows this and takes the necessary steps to ensure that all conversations between buyers and sellers remain confidential. However, oftentimes, buyers and sellers don’t realize just how important confidentiality is for a successful business transaction.

Buy-Sell Agreements: Defining Valuation of Business

A buy-sell agreement spells out a business partner(s)’ exit from their company by requiring the remaining owners to purchase the departing partner(s)’ shares. An important component in any agreement is determining which valuation method will be used to determine a fair buyout price.

Planning for the Future: Strategies for Business Owners’ Continued Success

As an entrepreneur, you poured your heart and soul into building your company. Now that it’s thriving, how do you ensure success continues beyond your tenure? How do you ensure success if you want to take two weeks off? Or maybe that month-long vacation you promised your spouse you would take? In this article, we’ll discuss the importance of knowledge sharing.

Retiring from Your Business? Now What?

You’ve worked hard, you’ve achieved success, and now it’s time for you to retire. But what comes next? For many business owners, the challenge of finding a purpose and identity after retirement can be daunting. It doesn’t have to be. In this blog post, we will explore how to make the transition from business owner to retiree as seamless and fulfilling as possible. Let’s dive in!

Understanding the Built-in-Gains Tax (BIG Tax)

The Built-in-Gains Tax (BIG Tax) is an important concept to grasp when it comes to asset sales by companies that have converted from C-corp status to S-corp status. When an S-Corporation sells appreciated assets, such as real estate or depreciated equipment, or goodwill, the BIG tax can come into play.

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Value Matters is our monthly Email newsletter for company owners and professional advisors.

Value Matters is our monthly Email newsletter for company owners and professional advisors.

Each issue contains one practical exit strategy insight and one concise article on a timely business valuation, sales, merger or acquisition topic. We endeavor to provide actionable ideas that inform and move you forward.
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#ValueMatters #professionaladvisors #businessvaluations #mergerandacquisition #exitplanningstrategy #exitplanningstrategies #newsletters #newslettersignup

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𝐍𝐞𝐞𝐝 𝐟𝐨𝐫 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧

𝐍𝐞𝐞𝐝 𝐟𝐨𝐫 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧
  • 𝐸𝑠𝑡𝑎𝑏𝑙𝑖𝑠ℎ𝑒𝑠 𝑦𝑜𝑢𝑟 𝑠𝑡𝑎𝑟𝑡𝑖𝑛𝑔 𝑙𝑖𝑛𝑒 𝑎𝑛𝑑 𝑑𝑖𝑠𝑡𝑎𝑛𝑐𝑒 𝑡𝑜 𝑡ℎ𝑒 𝑓𝑖𝑛𝑖𝑠ℎ.
  • 𝑇𝑒𝑠𝑡𝑠 𝑦𝑜𝑢𝑟 𝐸𝑥𝑖𝑡 𝑂𝑏𝑗𝑒𝑐𝑡𝑖𝑣𝑒𝑠.
  • 𝑃𝑟𝑜𝑣𝑖𝑑𝑒𝑠 𝑖𝑚𝑝𝑜𝑟𝑡𝑎𝑛𝑡 𝑡𝑎𝑥 𝑖𝑛𝑓𝑜𝑟𝑚𝑎𝑡𝑖𝑜𝑛.
  • 𝐺𝑖𝑣𝑒𝑠 𝑦𝑜𝑢 𝑎 𝑐𝑟𝑖𝑡𝑖𝑐𝑎𝑙 𝑙𝑖𝑡𝑚𝑢𝑠 𝑡𝑒𝑠𝑡.
  • 𝑃𝑟𝑜𝑣𝑖𝑑𝑒𝑠 𝑜𝑤𝑛𝑒𝑟𝑠 (𝑎𝑛𝑑 𝑒𝑚𝑝𝑙𝑜𝑦𝑒𝑒𝑠) 𝑎𝑛 𝑜𝑏𝑗𝑒𝑐𝑡𝑖𝑣𝑒 𝑏𝑎𝑠𝑖𝑠 𝑓𝑜𝑟 𝑖𝑛𝑐𝑒𝑛𝑡𝑖𝑣𝑒 𝑝𝑙𝑎𝑛𝑠. enter link description here #businessvalue #BusinessGrowth #BusinessValuation #EnterpriseValue #companyvaluation
Contact our CPA/CVA/CFP/CGMA in Fresno & Central Valley, CA

Valley Valuations represents clients through the entire process of selling a business.
𝐍𝐨 𝐂𝐡𝐚𝐫𝐠𝐞 𝐈𝐧𝐢𝐭𝐢𝐚𝐥 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧
Contact us for free consultation

Valley Valuations represents clients through the entire process of selling a business

𝐍𝐨 𝐂𝐡𝐚𝐫𝐠𝐞 𝐈𝐧𝐢𝐭𝐢𝐚𝐥 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧

𝘞𝘦 𝘸𝘪𝘭𝘭 𝘥𝘪𝘴𝘤𝘶𝘴𝘴 𝘵𝘩𝘦 𝘧𝘰𝘭𝘭𝘰𝘸𝘪𝘯𝘨 𝘢𝘴 𝘢 𝘳𝘦𝘴𝘶𝘭𝘵 𝘰𝘧 𝘺𝘰𝘶𝘳 𝘪𝘯𝘪𝘵𝘪𝘢𝘭 𝘯𝘰 𝘤𝘩𝘢𝘳𝘨𝘦 𝘤𝘰𝘯𝘴𝘶𝘭𝘵𝘢𝘵𝘪𝘰𝘯:

  • The M&A process – what are the steps and established processes
  • A realistic assessment of selling your business
  • The Market Landscape – Buyer or Seller Market
  • The Valuation Process – Academic Valuation vs M&A Valuation
  • Analyzing and valuing your business – What’s involved.
  • Other professionals that you may need.