Valuation Services
Marion prepares valuation
reports for the owners of closely held businesses.
The more common reasons that business valuations
are required are as follows:
- Support for Buy/Sell
Agreements' valuation provisions among
multiple shareholders or partners.
- Assistance in arriving at an asking
price when the decision has been made to sell
or divest the company.
- Documentation for the value of assets
contributed to Family Limited Partnerships or
gifts of partnership interests.
- Utilization as a tool in Estate
Planning so that a more accurate assessment can
be made of an estate's current or future value.
- Documentation of values for facilitating
a gifting program to heirs.
In addition, Marion provides valuation
reports for accounts receivable management companies,
which are prepared by an accredited
business valuation expert (CPA-ABV, Accredited in Business Valuation) specializing in the accounts
receivable management industry. The planned-giving
services referred to earlier are also a part of the
accounts receivable valuation services.
Management Consulting Services
Marion's management consulting services
include profit-improvement services, valuation planning
and monitoring, and benchmarking initiatives. Currently
these consulting services are focused on companies
in the accounts receivable management industry. Marion
understands the critical drivers of value creation
prevalent in this industry. Marion can best serve
its clients if valuation consulting takes place over
several years prior to a targeted exit strategy.
During this period, the shareholders and Marion Principals
can build mutual trust and consistency in working
toward a common goal.
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