All products are updated continually to reflect recent tax legislation, and all annual indices and limits published by the IRS and other organizations.
Includes a Case Study to help you prepare your own business for sale, increase its value, and your options to get paid.
To help you prepare a complete company profile, a vital tool for financing, valuing, and selling a business, and to identify new opportunities for growth and improved profitability. Includes a comprehensive Case Study of an actual business.
Five methods to identify, value, and protect your company’s intangible assets and intellectual property. Includes two Case Studies.
Purchasing all or part of another business demands careful analysis. This Report provides a detailed acquisition guideline, and a Case Study to illustrate what kinds of things can go wrong and the consequences when they do.
Over 100 questions to ask, 14 mistakes to avoid, and all the areas to analyze when evaluating another business you are thinking of buying or investing in, or when positioning your own business for growth, financing, or potential sale.
How to prepare your business for sale, including 9 ways to value the business, 4 ways to get paid, and 14 ways to increase its selling price. Includes a Case Study on how to adjust a company’s financial statements to increase its value and selling price.
How to ensure that any investment today makes economic sense for the future. Includes two Case Studies as a buyer and as a seller: What is the desired return? And what should the net cash inflow be to obtain that return?
Detailed answers to questions about transferring or selling a business, with the impact on estate planning, business continuation, ownership, retirement, insurance, tax implications, and much more.
Selling or Buying a Business? Why You Must Adjust the Financial Statements to Know Its Real Value
#34: Your Business: How the IRS Values a Family Business for Heirs, Successors, Gifts, and Estate Taxes
To help you establish the value of a family business for your family, heirs, successors, or the IRS. Includes a Case Study, review of goodwill, use of discounts, and 8 valuation methods with a final weighted value.
Detailed instructions to help you value the equity in a family business, with a Case Study of an actual business from start-up. Includes the concepts, initial capitalization, and value calculations. Also includes present value tables and discussion of present value analysis.