Business Valuation

When determining the value of your business, taking into account your tangible assets and liabilities is only part of the equation. We offer an in-depth review and analysis of your business, which includes factors such as your operating structure, present capacity and future prospects.

We have a highly skilled team of professionals at SKC. In addition to CPA credentials, we have ABV (Accredited in Business Valuation) and CVA  (Certified Valuation Analyst) designations.  We are also members of the National Association of Certified Valuators and Analysts (NACVA) and the Association of Certified Fraud Examiners (ACFE). It is rare to have this credential combination—and extremely rare for a firm of our size.

 

Estate and Gift Planning

Our team is in touch with the pulse of our clients’ businesses, anticipating their needs now and in the future so they can plan ahead. As members of the Estate Planning Council of Northern New Jersey, we are constantly advising our clients on their changing needs. We are proactive, so we ask you—we don’t wait for you to ask us. Following your personalized estate plan would give you more privacy and control over where your assets would go.

Buy-Sell Agreements

Because our partners and professional staff are so involved and proactive in every aspect of our clients’ businesses, we know immediately if they need a buy-sell agreement or to revise their current buy-sell agreement. We will help you through the process by working closely with your attorneys and other financial advisors.

If a buy-sell agreement is necessary, then a business valuation needs to be prepared—and we are right there to do that. It is part of our comprehensive service model. This is especially important when there is a shareholder dispute or a dissolution. Everything we do is inclusive of all aspects of your business, so we are able to walk you through every decision.

Succession Planning

We can help you ensure your business’ stability over the long-term by establishing a succession plan that fits your organization’s specific needs.

When you retire, will you be selling or gifting your business? If the business will be sold, we must determine the value and provide a detailed business valuation.  If you are giving your business to the next generation, we need to provide a value on the shares of the company. 

Our strategy is to discuss things well in advance, as there are many important decisions and tax implications with the sale of a business. We then put a complete plan in place so when the time comes, you are in a position to receive the highest value for your business.