News and Case Studies

The Business Plan — Creating a Business Blueprint for 2013

The outlook for business growth in 2013 depends mainly on one’s point of view, but at least this appears certain:  The success of a business, or lack thereof, can often be traced back to the business plan. What’s more, the absence of a business plan, or one that is skimpy or thrown together in a rush, can be damaging.

Look at an annual business plan as a detailed blueprint for the upcoming…

Selling a Business for Top Dollar All Starts with AWARENESS of the Planning Process!

Business owners need to recognize that operating a business on a day-to-day basis is not the same thing as preparing it for sale.  There are many steps necessary in the planning process and it all starts with the AWARENESS of that fact.  It is in the best interests of a business owner to get professional advice early – from a business broker, mergers & acquisitions advisor, exit planning…

Why Should a Business Have an Annual Valuation Program?

The most commonly cited benefits of an annual business valuation policy include the following:

Provides Accountability and Performance—An annual business valuation of a closely held firm enables the shareholders to see the value that is being consistently created or destroyed by the management of the firm in its execution of the corporate strategic plan.

Fulfills Reporting or Complianc…

How to Make Your Company Irresistible to Potential Buyers

The Hierarchy of Recurring Revenue

One of the biggest factors in determining the value of your company is the extent to which an acquirer can see where your sales will come from in the future. If you’re in a business that starts from scratch each month, the value of your company will be lower than if you can demonstrate the source or sources of your future revenue.  A recurring revenue stream…

8 Questions You’ll Be Asked When Selling Your Business

One of the most intimidating aspects of selling your business can be facing the barrage of questions during the various management presentations you’ll be doing for potential acquirers. Be prepared to be grilled on all facets of your operations.  Of course every meeting will be different, but here are some questions you can expect to be asked when you’re in the hot…

Does Your Business Have Curb Appeal?

Let’s say you’re in the market for buying a house and you go to view one that looks appealing in the ad. How does it look on the inside? The outside? What about the location? What is your general impression?

Like your house, your business projects an image to potential buyers. When they come to see your business for the first time, your “curb appeal” can attract a buyer to your…

7 Things To Do Before Signing a Letter of Intent

You may be years away from selling your business, but it’s never too early to understand what the process involves.

If you have ever promised your child a treat in return for good behavior, you know all about negotiating leverage. When selling an attractive business, you also have leverage—but only up to the point where you sign a letter of intent (LOI), which almost always includes a “no…

The Sellability Score

Are you thinking about selling your business, but you’re not really sure where to start? Do you have an exit strategy in place?

Selling a business is not as easy as selling a house. With a house you know what you’re selling – 3 bedrooms, 2 bathrooms, with a great view, in a popular location. There are probably several similar homes in the local neighborhood that you can look at for…

The C-word and 6 Others to Avoid at Work

The majority of businesses in America today started out as service companies.

If you want to own a web design firm, you don’t need a lot of money, just a technical knack. Enterprising professionals who know how to get the media’s attention can start their own pubic relations firms without much more than a mobile phone. No capital required.

But if you want to build a valuable company – on…

Court Case – Wandry vs Comissioner of IRS

Joanne M. Wandry and Albert D. Wandry vs. Commissioner of IRS, T.C. Memo 2012-88, Filed March 26, 2012.

The Facts:

Albert and Joanne Wandry formed the Wandry Family Limited Partnership (“Wandry LP”) in 1998, contributing cash and marketable securities to the partnership.  The Wandry’s spoke to their tax attorney regarding the gift tax consequences of making transfers of limited…

Copyright ©2017 Nationwide Valuations.