Robert Hulet, CBA, CVA

How a Business Valuation Can Maximize Your Sale Price When you’re preparing to sell a business—whether it’s a small family company, a thriving startup, or an established enterprise—one of the most powerful tools you can use to maximize your sale price  is a professional business valuation . Business valuations provide sellers with accurate, data-driven insights into what their company is truly worth. More importantly, they help you position your business strategically in the market to attract...

Valuing your business is one of the most important steps when preparing for a sale, merger, investment, or strategic decision. Yet, many business owners unknowingly make critical mistakes that lead to inaccurate valuations — either overvaluing or undervaluing their companies. In this article, I will cover the seven most common business valuation mistakes , explaining why they happen, and share practical strategies to avoid them so you can confidently determine your company’s true worth. 1....

[Note: This is not legal advice . If you require legal advice, seek legal counsel.] When it comes to transferring business ownership—whether as part of a succession plan, a gift, or an estate settlement—the question isn’t just “What is the business worth?”  but “What is the business worth for tax or estate planning purposes?”  In this article I will explore why “valuing a business for tax or estate planning purposes”  is so critical, how valuations differ in this context, the common methods...