VALUATION
Are you looking for a professional, reliable, and easily understandable business valuation?
Here at Cogence Group we help determine the value of an ownership interest in closely held businesses and real estate holding companies. With over 30 years of experience performing business valuations for our clients, we are highly experienced in producing valuations for litigation, succession planning, estate and gift tax return filing, marital dissolution, internal planning, and purchase or sale of a business. We also offer consulting for buy-sell agreements.
Let us help you!
Take a look at our 2023 Business Valuations Year in Review to see the types of engagements we were involved in last year.
“Jay served as a catalyst and ‘difference maker’ in taking our ownership transition ideas and designing a workable plan that led to success using his extensive experience and analysis. We were impressed with his professionalism, timeliness and results.”
Valuations in Litigation
Our valuations are professional, high-quality, and follow the business valuation standards agreed upon by the appraisal community to be presented reliably before a trier-of-fact. We hold the top business valuation credentials in the country.
Succession Planning
As a closely held business owner, you have most of your wealth in your business. If you’re looking to unlock the value of your business such as selling or passing it on, we are here to help ease the transition.
estate and gift tax
With over 30 years experience in the gift and estate tax arena, we know how important it is to properly measure fair market value at the time of the gift or death.
In regard to real estate holding companies, we have lots of experience valuing single-asset LLCs and complex multi-tiered entity structures. With our expert knowledge, we put together a credible, IRS compliant valuation for you or your client. Let’s help you take the complexities out of the equation.
“Cogence Group reports have ALWAYS been completed within the timeline promised. After working with them numerous times, they are efficient, accurate, and very knowledgeable”
Marital Dissolution
When a divorce includes a closely held business (including personal and professional goodwill) or a real estate holding company, we have the experience to value them. If the marital estate includes stock options, pensions, other forms of deferred compensation, employment contracts, or non-compete agreements we have the experience to help with those as well.
Internal Planning
Sometimes you just want to know what your business is worth. You may not be contemplating an immediate sale, but you know that a sale could be in the not-so-distant future. That is where we come in. Without going through a more expensive formal valuation we can carry out a more abbreviated calculation of value assignment to give the peace of mind you are looking for as you plan your next move.
Purchase or Sale of a Business
When you know it is time to sell or buy a business you need a small team of highly experienced professionals on your side. We have both the accounting expertise as CPAs, but also a wealth of business valuation experience from assisting both buyers and sellers put together a real deal. Count on experience you can trust.
Buy-Sell Agreements
With the rise of disputes over buy-sell agreement terms, it’s essential to have a valuation section that is clear and unambiguous. We are here to consult as you draft or amend your buy-sell agreement. If you don't understand the nuances of your buy-sell agreement, we can walk you through it.
“I enthusiastically recommend Jay and the Cogence Group, and hope that they are always on our side!”