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Buy-Sell
Agreements and Shareholder & Partnership Buyouts & Disputes
Last time I mentioned we’ve
identified 9 different scenarios where your clients may WANT
or NEED a business valuation. Today I want to briefly
touch on two of them.
The first
is Buy-Sell Agreements.
Many business buy/sell
agreements require a business valuation so that the buyers or
sellers ownership will be transferred at fair market value.
Agreements between partners or shareholders should be based
upon an independent business appraisal rather than a rule of
thumb formula because formulas may yield an unrealistic value.
The second
scenario is Shareholder and Partnership Buyouts and Disputes.
If your client as a partner
or shareholder in a business decides to leave the partnership
or offer an equity position to someone else, then a proper
third-party business valuation can assist in a quicker, fair
and amicable transaction.
In the original email I’ve
attached a flyer in a PDF format that overviews the
9
different scenarios where your clients may WANT or NEED a
business valuation.
You’re welcome to print,
personalize and distribute this flyer to your business clients
so if and when they find themselves in one of these
situations, they’ll contact you to perform the business
valuation they need.
Next time I’ll talk about
2
more of the different scenarios you’ll run into with clients
where they may want or need a business valuation.
If you want to listen to
this information in audio,
just click on the link and it will
take you back to the audio postcard. Congratulations
again for joining our Business Valuation network. This is Troy
Patton and I’ll talk with you soon.
How To
Start Your Business Valuation Process:
Our process consists of
only a few steps to start a valuation for your client:
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You contact us to find
our how much to charge for the valuation. Let us know the
industry, why the valuation is needed, and the size of the
company.
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We will prepare and send an
engagement letter to your client from our firm which they
will sign and send back to us with payment in advance.
This takes the risk and conflict of interest out of your hands
and off your E&O
Insurance. (This is how 98% of our valuations are
prepared. The others we prepare are for firms who want their
name on the valuation.)
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Complete the input forms
for the valuation (we will provide them to you) and then you email them
back to us.
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We will complete the
valuation and email a copy of it to you for review before
we issue the report to the client.
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You get paid. It's that simple.
Patton Business Valuations
becomes your outsourced partner for business valuations
where we prepare the valuation, deliver it to you to present
to your client (or deliver it directly to your client if you
prefer) and you make nearly $800 to $1,200 for a few
hours of work.
Our standard pricing is
just $2400 for a Divorce valuation, $3000 for
Buy/Sell and $3600 for an Estate valuation. For
any other type, just email me at
tpatton@pattonvaluations.com or call me toll-free at
800-800-1776.
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To get started on a valuation
right now call me at
800-800-1776, I'm at extension 52 and if I'm not in
just leave me a message. |
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Troy C. Patton, CPA |
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PRIVACY POLICY -
Patton Business Valuations respects you and your
Client's privacy and
will not give, rent, sell or lend your Client's contact
information, business valuation information, email address or
other contact information to any outside 3rd party,
group or company. |
Call our offices at 800-800-1776 if you have any questions or if you have another client in need
of a Business Valuation.
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