WS will help position you to maximize your succession.
Services
The WS team's knowledge and experience in business valuations, financial planning, retirement and more helps businesses position themselves for maximum value and profit.
Our clients benefit from personalized, quality service that puts client needs foremost.
Business valuations are complex — requiring thorough investigation, extensive research, and careful analysis of data. Insightful and professional judgment is also necessary, which is gained through years of experience. Our specialists are objective, proven analysts bringing both credibility and impartiality when determining a company’s value.
Estate & Gift Tax
We have significant experience in the preparation of business valuations for estate tax and gift tax purposes. Whether you need a valuation to justify estate tax values or are looking to gift closely-held business ownership interests to the next generation, we have a clear understanding of the rules and regulations in this area.
We work with our clients’ attorneys, accountants, financial advisors and estate planning professionals to provide well-reasoned, defensible valuations in this area of practice.
Marital Dissolution
Often times a couple’s most significant asset is a closely-held business interest. In a marital dissolution case, a couple’s assets and liabilities are evaluated to objectively determine the business’s value to the marital estate. We can help assist all parties in fairly dividing the marital estate.
Acquisitons, Sales and Mergers
Valuations in this area often arise when a party is either selling their business or acquiring a business, or less frequently, merging two businesses. A seller may wonder, “what is a fair asking price?” A buyer may wonder “what is a reasonable offer?” We can assist either side in a transaction to determine a reasonable price and assist with negotiating the transaction to obtain the most favorable terms.
Buy-Sell Agreements
A buy-sell agreement provides a mechanism for a business to transfer ownership amongst new or existing shareholders under agreed-upon terms. An outdated or poorly drafted buy-sell agreement can bring unintended consequences.
WSS provides annual update valuations required per the terms of the buy-sell agreement. We also perform buy-sell agreement reviews to assist business owners in making sure that the portion of the agreement regarding valuation is worded clearly, and the intentions of the parties are not misstated.
Corporate Planning and Financing
A business’ financial statements present information based on historical amounts. The true value of the business could be materially different. Occasionally, the Small Business Administration (SBA) or other lenders will require a formal business valuation for financing purposes.
Stockholder Disputes
Stockholder disputes can range from breakups of companies due to owner disagreements to stockholder dissent relating to acquisitions, sales or mergers. Many disputes arise because minority shareholders have felt that the action of the majority had a negative impact on them.
Economic Damages
Various types of damages litigation require a business valuation to be performed. This is generally the case when a material change to the business occurs due to a particular event. The determination of the amount of compensation due the damaged party is based on the difference in the valuation of the business just prior to the event and the valuation of the business at some point in time after the event.
Establishing its value is critical to ensure good decision making.
WS will guide you every step of the way to ensure your financial success.
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