BUSINESS VALUATIONS

Suzanne M. Trimble CPA, CVA, is a full-service valuation firm.  We appraise businesses, controlling and non-controlling business interests, and intangible business assets i.e. goodwill.

Our clients and their other professional advisors use our valuation services in a wide variety of contexts, including:

            Estate planning and valuation – controlling interest and non-controlling interest in sole proprietorships, partnerships & LLCs, and corporations. Also valuations are prepared for post-mortem purposes for prior ownership settlement and/or for IRS valuation purposes for the deceased estate;

            Mergers, Acquisitions, and Divestitures – valuations for determining offering prices and meeting lenders’ requirements; fairness opinions; solvency opinions; allocation of acquisition price for financial and tax reporting purposes; due diligence investigations;

            Corporate Strategic Planning – identification of productive and non-productive assets; establishment and/or refinement of company goals; and development & implementation of plans to achieve goals;

            Internal Revenue Service Support – preliminary consulting on value issues when IRS has contested cases regarding previous valuations;

            Litigation Support – preliminary consulting on values; fully documented appraisals; and experience in expert testimony, both pre-trial and at trial.

            Divorce Valuations - controlling interest and non-controlling interest valuations

 for divorce settlement;

            Gift Tax Valuations – valuations for controlling interest and non-controlling interest for gifting of shares of stock ownership according to protocol from IRS Revenue Rulings.

We tailor our engagements to meet each client’s needs.  Engagements can range from preliminary valuations (short reports), to more detailed, fully documented written reports.

We have over 12 years experience in the valuation field.  All of our staff members have specialized continuing education in business valuations every year.