Equilest

JUNE 10, 2023

Importance of Valuing a Tax Preparation Business Valuing a tax preparation business is crucial for several reasons. It helps owners determine the fair market value of their business, which is essential when considering a sale, merger, or acquisition.

Business Valuation 40

Business Valuation Fair Market Value Marketability Technology 40

Value Scope

JANUARY 13, 2021

The Standard of Value. Fair market value,” is mostly used for tax purposes, but it is really the primary and most customary Standard in the USA. Fair Value” is the US GAAP application standard. Private capital firms use “Investment Value,” and a large part of this will usually involve exit assumptions.

Fair Market Value 130

Fair Market Value Discounted Cash Flow Treasury Marketability 130

Equilest

MARCH 19, 2023

However, with the advancement of technology, business valuation software has become a viable alternative for businesses of all sizes. Business valuation software is a tool that enables businesses to calculate the value of their assets, liabilities, and equity using a range of valuation methods.

Business Valuation 40

Business Valuation Equity Marketability Fair Market Value 40

Value Scope

JANUARY 13, 2021

The Standard of Value “Fair market value,” is mostly used for tax purposes, but it is really the primary and most customary Standard in the USA. Fair Value” is the US GAAP application standard. Private capital firms use “Investment Value,” and a large part of this will usually involve exit assumptions.

Fair Market Value 100

Fair Market Value Discounted Cash Flow Treasury Marketability 100

Appraiser Newsroom

JULY 9, 2023

Marina advises clients on valuation of complex securities for tax, financial reporting and risk management, including fixed income, commodity, and equity derivatives, contingent assets/liabilities, earnouts, and intellectual property. Josh Schaeffer, Ph.D , is Managing Director at Equity Methods.

Intangible Assets 40

Intangible Assets Business Valuation Appraisal Finance 40

Valutico

SEPTEMBER 22, 2023

This approach is commonly used in the valuation of private companies or companies without readily available market prices. For Example: Comparing “Company XYZ” in the technology industry with peers like Apple, Microsoft, Alphabet, Amazon, and Facebook. It represents the total market value of the company’s equity.

Intangible Assets 52

Intangible Assets Discounted Cash Flow Book Value EBITDA 52

Valutico

MAY 6, 2024

Special considerations for valuing M&A deals include synergies, regulatory issues, economic conditions, tax implications, technology/IP valuation, financing structure, buyer type, and purchase price allocation. For more insights, do have a look at our article on market multiple based valuation.

Discounted Cash Flow 52

Discounted Cash Flow Precedent Transaction Analysis Weighted Average Cost of Capital Comparable Company Analysis 52

Valutico

AUGUST 23, 2023

It considers the company’s cost of equity, cost of debt, and capital structure. c) Calculating Present Value: The projected cash flows are then discounted to their present value using the discount rate. The present values of all projected cash flows are summed to determine the company’s intrinsic value.

Discounted Cash Flow 52

Discounted Cash Flow Comparable Company Analysis EBITDA Enterprise Value 52

Valutico

AUGUST 10, 2023

It considers the company’s cost of equity, cost of debt, and capital structure. c) Calculating Present Value: The projected cash flows are then discounted to their present value using the discount rate. The present values of all projected cash flows are summed to determine the company’s intrinsic value.

Discounted Cash Flow 52

Discounted Cash Flow Comparable Company Analysis EBITDA Enterprise Value 52

Equilest

AUGUST 6, 2023

Key Financial Ratios: Ratios such as Price-Earnings Ratio (P/E), Price-to-Book Ratio (P/B), and Debt-to-Equity Ratio provide valuable insights into the company's performance and market position. Liquidation Value: This method assesses the value of the company's assets if they were to be sold off in a liquidation scenario.

Discounted Cash Flow 40

Discounted Cash Flow Business Valuation Precedent Transaction Analysis Comparable Company Analysis 40

Equidam

FEBRUARY 6, 2024

Equidam partner WE.VESTR is a digital platform designed to streamline equity management for startups and scale-ups, providing tools for managing cap tables, ESOPs, and investor relations in one integrated environment. It aims to simplify the complexities of equity distribution, making it accessible and efficient for founders and their teams.

Equity 62

Equity Start-ups Fair Market Value Marketability 62