Business
Valuation
The National Association of Certified Valuation
Analysts (NACVA) trains and certifies professionals
to perform business valuations as both a service
to the consulting community and the users
of their services. Ms. Kasmir has been certified
as a Certified Valuation Analyst (CVA) by
NACVA after undergoing thorough training and
rigorous testing. Users of valuation services
performed by a CVA can have greater confidence
that the service they receive is professional
in quality, adheres to industry standards
of practice, and meets a level of expertise
the Association deems credible and worthy
on its certified members.
Business valuations are necessary because
ownership interests in privately held companies
often represent a significant portion of an
individual’s estate and/or portfolio. The
value, or worth, of an interest in a privately
held company, as opposed to stock in a publicly
traded company, is usually unknown because
there is no active market to sell or trade
that interest from which to determine or approximate
a value. Value determinations for privately
held businesses are needed under the following
circumstances:
::
Calculation of estate tax 
::
Purchase, Sale, or Merger of a Business
::
Actions in Eminent Domain
::
Buy/Sell Agreements
::
Charitable Contributions
::
Business Disruption Damages
::
Determination of Business Damages in Litigation
::
Dissenting Shareholder Actions
::
Family Limited Partnerships
::
Gifting programs and Gift tax
::
Life Insurance
::
Partner disputes
::
Succession/Exit Planning
::
Venture capital and Other Forms of Financing
Business valuations can also be used as a
management tool, since a prime objective of
every business enterprise, no matter what
the size, is to improve and maximize value
to the shareholders. A properly prepared business
valuation provides management with insightful
information that helps identify company strengths
and weaknesses that affect value, allowing
management to more effectively focus its attention
on matters that really count. A properly prepared
business valuation also serves as a measurement
tool that helps owners evaluate overall progress
towards goals and management effectiveness.
Business valuation through a CVA requires
a careful analysis of the many aspects and
facets of a business enterprise utilizing
knowledge acquired through training in all
aspects of business fundamentals, including
finance and valuation applications, and draws
upon a skill set acquired through a range
of experiences both working with and valuing
business enterprises.
Additional information on the valuation services
offered and the valuation process can be found
in the brochure “Certified
Valuation Analyst; A Valued Consultant Who
Knows Value”.
For further information on Business Valuation
Services, please contact Ms. Kasmir, President,
at 407-767-7223, EXT 300, or email Gail@FLAConsultants.com.
|
Orlando, Florida 32806 
