Valuations as a Share Holder
Stockholder Actions represent many different situations. For example, a minority shareholder in a company may bring action against the majority shareholder. The board of directors may have voted to buy his or her interest in the company at a price that he or she does not feel represents the true value of the shares. In a situation such as this, the minority shareholder may hire us to value the interest of that one person, conducting an independent appraisal for his or her interest in the action.
Another common time for litigation is divorce. In many instances the husband may own the business and the wife, under common law, will be entitled to half the value of that business. In this situation we would be engaged, either by the estate or by an attorney representing one of the parties, to tell the court what the business is worth.
Estate/ Tax Valuation or Gifting a Business to Related Party
Business estate valuations may be requested for a number of different matters related to estate planning. The owner of the estate may want to know the value of his or her assets and business today, as well as what they may be worth in the future. Other uses for estate valuations include planning for a Will or when looking towards retirement.