BEAR Business Valuation
BEAR does business valuation right
We value entire businesses and shares of businesses for many purposes:
- Purchase or sale of an entire business
- Purchase or sale of a fractional interest in a business
- Gifts and estates—About half our work has been for IRS reporting purposes
- Asset holding company transfers—Family limited partnerships, real estate holding companies, etc.
- IRC 409A valuations—Setting stock price for granting options
- C to S conversion
- Litigation regarding the value of a business or interest
- ESOPs (employee stock ownership plans)
- Purchase price allocation for ASC 805 financial reporting
- Estate and exit planning
- Early stage company investment
We value businesses in all industries, and have extensive experience and expertise in:
- Computer Software and Systems
- Construction
- Medical Technology
- Electronics Design and Manufacturing
- Industrial, Commercial, and Computer Equipment
- Advertising and Graphic Design
- Wholesale and Distribution
- Automobile and Truck Dealerships
- Restaurants
- Food Processing
- Medical and Dental Clinics and Practices
- Management Consulting and Accounting
- Agricultural Operations
We value all forms of business ownership:
- C and S Corporation Common and Preferred Stock
- Limited (LP) and General Partnership (GP) units
- Limited Liability Company (LLC) units
- Voting and Non-Voting Interests
- Notes and Convertible Notes
- Options and Warrants
- Sole proprietorships
- Phantom Stock
- Stock Appreciation Rights (SARs)
