Business Valuation
Stanton Valuation Advisors, LLC provides a wide range of business valuation and financial advisory services nationwide. We offer only Fixed Fee engagements, so you aren’t surprised by any unanticipated costs.
Gift & Estate Taxes
We provide gift and estate tax valuation reports that are detailed and defensible. Our analysis includes in-depth application of supportable discounts for lack of marketability and control when needed. We understand the importance of applying accurate and detailed financial analysis to optimize your gift and estate planning needs. Our Gift & Estate Tax valuations reports are used for the following purposes:
- Gifting of a closely-held stock, membership, and partnership interests
- Estate Tax & Planning For Your Business
- Gifting of Family Limited Partnerships Interests
Mergers & Acquisitions
If you are contemplating a merger, acquiring another business, or the target of an acquisition, our services can help you with your valuation needs. It’s hard to know what price to pay (or sell) if you don’t know the value. We can provide a detailed valuation report or advisory services for any transaction. Areas we can help include:
- Valuation of the target company
- Advise on purchase offers or forming a value to make an offer
- In-depth valuation analysis and advice for owners preparing their company for sale
- Transaction support such as due diligence, research, and analysis for pending or contemplated transactions
- Also for Spin-Offs, Split-Ups, and recapitalization's
Shareholder or Management Buyout
Shareholder or management transitions can be tricky depending on a company’s buy-sell agreement or balancing the needs of a retiring owner with the sale to a trusted and respected manager(s). We can provide an objective valuation for the basis of any transaction. We provide valuations and advisory services for the following
- Buy-Sell Agreement Valuations
- Management buyouts transactions
- Leveraged buyout transactions
- General buyout due diligence, research, and analysis
Marital Divorce
We provide owners, spouses, and their legal & tax professionals with divorce valuations to help determine the equitable property settlement in a divorce.
- Valuation of the business
- Expert testimony (hourly)
- Spousal Maintenance or other services as needed.
Succession Planning
Generally an owners’ business is their largest personal asset. We provide valuations for succession planning, allowing owners to successfully work with their attorney and accountants to optimize the transfer of their ownership interest. We offer the following:
- Business valuations
- Benchmarking analysis to better understand how your business compares to its competitors
- General advisory services
Other Services
Business valuations and financial advisory services can provide insights to owners, investors, and managers. We provide a wide range of unique services as listed below:
- Business recapitalizations
- Strategic Planning
- Valuations for sales of stock to an ESOP
- Annual ESOP appraisals
- Valuations for Life Insurance needs
