Kathy Schulte CVA

 Cindy Kelly CPA, CVA

BUSINESS VALUATIONS & CONSULTING

 
 
 
 
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Understanding The Value of Your Business

Business valuation is a process and a set of procedures used to estimate the economic value of an owner's interest in a business. Valuation is used by financial market participants to determine the price they are willing to pay or receive to affect a sale of a business.

A valuation is a scientific approach to establish a value for an entire or partial interest in a closely held business or professional practice, taking into account both quantitative and qualitative, tangible and intangible factors associated with the specific business being valued.  This means that you can establish a starting point for negotiations if you are considering buying, selling or merging your business along with a multitude of other uses.

The same valuation tools are often used by valuation professionals to resolve disputes related to estate and gift taxation, divorce litigation, allocate business purchase price among business assets, establish a formula for estimating the value of partners' ownership interest for buy-sell agreements, and many other business and legal purposes such as in shareholders’ deadlock, divorce litigation and estate contest.

Before valuing a company, the valuator must know and understand the purpose of the valuation. There are four major reasons for valuing a business; tax, litigation, transaction and regulatory.

 

Learn more about who we are and how we can help!

 

Contact Us -

Kathy Schulte | CvA

  • (406)-360-5258
  • kschulte@ksbusinessvals.com

Cindy Kelly | CPA, CVA

  • (406)-370-0888

  • ckelly@ksbusinessvals.com

ADDRESS:

3700 South Russel, Suites 112B & 117 Missoula, MT 59801

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Areas of Practice

Mergers & Acquisitions

Employee Stock Ownership Plans (ESOP)

Solvency and Insolvency Options

Sales and Divestures

Expert Testimony & Litigation Support

Banks - Loan Applications

Buy-Sell Agreements

Estate Planning, Gift Taxes & Charitable Contributions

Damage or Economic Loss Cases

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Let's Chat

Use the form below to tell us about your inquiry, and we’ll call you back to schedule an appointment. Please be as detailed as possible. Include what industry you need service for along with any specific requests. You may also email or call us to make an appointment. Our general response time is one business day.

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