
- Establishing a price for transactions under shareholder or buy/sell agreements
- Establishing a price for a merger, acquisition, or sale
- Developing a plan for ownership transition and/or management buyouts
- Establishing share prices for employee stock ownership plans
- Determining the fair-market value for gift and estate tax issues
- Preparing for an initial public offering
- Supporting litigation efforts, such as partnership dissolutions, disputes, and marital divorce
- Other corporate purposes, such as division spin-offs or divestitures
- Single-discipline engineering firms
- Firms with less than 25 employees
- Firms founded in the past 16 years
- Firms based in the South Central United States
- Firms with moderate growth rates
- Firms that performed the valuation for the purposes of a sale/merger
- Firms that employed a consultant or accountant to perform the valuation, which was conducted via an appraisal in 2014
- Firms that project at net service revenues; profits; and expenses before interest, taxes, depreciation, and amortization for the next fiscal year
- Firms that project a growing backlog in the next fiscal year
- Firms with a controlling interest
This article is from issue 1139 of The Zweig Letter. Click here for to get a free trial.
For more information about valuation consulting, email jkiser@zweiggroup.com or check out an excerpt from the 2016 Valuation Survey.