Bratton, McMorrow & Associates LLP

Valuations for Other Purposes

Owner Agreements

Every business with multiple owners should have an agreement (buy-sell agreement) that defines what happens when one of the owners dies, becomes disabled, departs the business, or if the owners want to part ways because they do not see eye-to-eye on how the business should be run. BMA can help define the valuation terms of such agreements and review the valuation every few years to make adjustments for any changes that may occur in the business.

Purchase or Sale of a Business

The purchase or sale of a business can be one of the most important financial events of a person’s life. A buyer does not want to pay too much for a business and a seller does not want to undervalue their business. BMA can assist buyers and sellers determine the value of his or her business.

Shareholder/Partner Buy-Out

Sometimes an owner leaves the business, either voluntarily, or otherwise. The remaining owners may be forced to buy that owner’s interest. This process can be upsetting and damaging for the business. BMA can assist by helping the parties understand the valuation process and show them how to reach a fair value, this avoiding argument or costly litigation. BMA can then prepare a valuation report that shows the value of the business.