Listen to Podcast Listen as Mary Vandenack, host of the Vandenack Weaver Legal Visionaries Podcast, talks with Evan Levine and Nainesh Shah from Complete Advisors, about the specific challenges associated with valuing unique entities. Together they shed light on key factors to consider, preferred valuation methods, and insights into handling valuation intricacies for start-ups and early-stage companies. Free Consultation We'd be happy to discuss your business financial needs and goals. Simply fill out the form, and we'll be in touch. First name Last name Email Address Phone Number I w ..read more

A valuation report from a “qualified appraiser” is required by the Internal Revenue Service (IRS) in various situations, including in some donations of property, certain estate tax filings and gift tax returns as well as other transactions between related parties. Even where a qualified valuation is not required under applicable tax law, it is highly recommended to obtain one in order to limit unnecessary exposure to audits and deficiency proceedings. To read more about  “The Importance of Qualified Appraisals in Tax, Legal, and Financial Matters” featured in the July 2023 e ..read more

On Demand. Complete Advisors’ video course, Business Valuation Essentials for CPA’s, is available on-demand through Learn Formula.   LEARN FORMULA Free Consultation We'd be happy to discuss your business financial needs and goals. Simply fill out the form, and we'll be in touch. First name Last name Email Address Phone Number I'm interested in... I'm interested in... Business Services Personal Services Business & Personal Services Send The post Learn Formula: Business Valuation Essentials for CPA’s appeared first on Complete AdvisorsIntegrated business and personal fina ..read more

Consumer Based Corporate Valuation “The true purpose of business is to create and keep customers.” – Peter Drucker EXECUTIVE SUMMARY: Accounting for customers and the value that they create is an untapped resource for investors and business managers. Understanding the value of your customers is an important financial metric not to be overlooked, especially considering the recent growth of subscription-based businesses. Customer-Based Corporate Valuation (CBCV) is a valuation approach that uses customer information such as retention and acquisition rates to predict financial data, and thu ..read more

Listen to Evan and Nainesh on the Vandenack Weaver Podcast Mary Vandenack, founder and managing partner at Vandenack Weaver, talks to Evan Levine and Nainesh Shah, partners at Complete Advisors LLC, about Earn Out Agreements and why COVID brought more attention to them. Listen in to learn the definition of an Earn Out Agreement, if they are uniform or specific, what type of payoff structures are available and the difference between diversifiable and non-diversifiable risk. If you want to know how to evaluate an Earn Out or if you should even use one, tune in to learn from these experts ..read more

An Introduction To Earnout Structures   While earnout structures have always been viable, the negative impact of Covid-19 has exasperated the “price gap” between optimistic sellers and pessimistic buyers, creating even greater relevance for the earnout structure. An earnout agreement – or sometimes called contingent consideration- is a classic “Win-Win” arrangement. The seller receives what they perceive as fair value only after the buyer meets specific metrics and milestones. The earnout is especially powerful when the business’ future success requires the continued expertise of the ..read more

WHAT IS THE NACVA?   There are voluminous applications for a professional business valuation. Reasons to formally appraise a company include – but aren’t limited to: Gift tax planning, Exit Strategy Planning, M&A, Litigation Support, Buy-sell Agreements & more. With looming transfer tax changes and baby boomer business owners moving into retirement or semi-retirement, the need to have a business valued professionally will only accelerate. The National Association of Certified Valuators and Analysts (AKA NACVA) is a group of business professionals that provide valuation and li ..read more

THE BUSINESS SALE WITH AN EARNOUT Many businesses have been negatively impacted by the pandemic, magnifying the risk of using a “fixed price” for the sale of a company. The gap between what a buyer is willing to pay and what a seller is willing to accept might be more pronounced than ever today. And when a buyer and seller can’t agree on the value of a business. An “earnout formula” is often a practical solution. While it’s always been a viable arrangement, an earnout agreement might be more relevant than ever today. To read about “The Business Sale with an Earnout” featured in the June ed ..read more

MAKING MUSIC – MORE THAN A LEGACY OF SONG – A LESSON IN THE VALUATION OF THE INTELLECTUAL PROPERTY RIGHTS OF PRINCE AND OTHER ARTISTS Evan Levine and Nainesh Shah provide members with commentary that examines the valuation of Prince and other artists. Evan Levine is a Chartered Financial Consultant with over 30 years experience. He has given dozens of educational seminars on retirement and estate planning. His articles have appeared in the CPA Journal, The National Public Accountant, and Advisor Today. Nainesh Shah is a Chartered Financial Analyst with over 25 years experience. He is a me ..read more

Listen to Evan and Nainesh on the Accounting Today Podcast Determining the value of a CPA firm or other business is as much art as science, according to Nainesh Shah and Evan Levine of Complete Advisors LLC. Originally published on AccountingToday.com Free Consultation We'd be happy to discuss your business financial needs and goals. Simply fill out the form, and we'll be in touch. First name Last name Email Address Phone Number I want I want Business Services Personal Services Business and Personal Services Please describe the services you are seeking Submit The post The Curre ..read more