Carney, Alexander, Marold & Co., L.L.P.

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Business Valuation

In the normal course of business, the actual fair market value of an ownership interest in a closely-held company is frequently needed.

This need for a company value can arise for a number of reasons:

The possible purchase or sale of a closely-held business, either in total or in part

For estate tax purposes following the death of an owner

For use in succession planning during the life of the owner

Divorce

In litigation matters

To determine the value of a closely-held business for gift planning

The types of closely-held businesses which can be affected include:

Corporations controlled by an individual or small group of owners

Partnerships

Sole Proprietorships

Carney, Alexander, Marold & Co., L.L.P. provides valuation services for closely-held businesses. John J. Burns, CPA/ABV/CFF, and David J. Rogers, CPA/ABV, partners in the firm, have performed valuations for many years. They are uniquely qualified to assist in this area. Mr. Burns and Mr. Rogers have attained the Accredited in Business Valuation (ABV) designation from the American Institute of Certified Public Accountants. The ABV designation is awarded to CPAs who have active involvement in the valuation area and pass an 8-hour examination on valuation principles and methodology.