As the range of needs for valuing businesses continues to widen, our team provides multi-faceted, in-depth analysis to help identify and analyze the factors that drive the value of your company or one in which you have an interest.
We provide this service for estate planning and compliance, mergers and acquisitions, buy-sell agreements, shareholder disputes, purchase price allocation, divorce matters, family limited partnerships, ESOPs and impairment issues. There are so many factors that contribute to the perceived value of a business. Our experts can help you with this critical analysis so you can make decisions confidently.
JVTR offers a wide range of litigation support services. Our team provides confidential advice and support for attorneys and their clients in many legal situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions and bankruptcies.
Our role in litigation has included:
- Expert witness testimony in connection with accounting and tax issues impacting a matter before courts.
- Divorce-related matters including: property settlements, alimony, QDROs, child support, calculation of tax basis for transferred property and forensic accounting.
- Business valuation for purposes of divorce settlements, estate and gift tax, buyouts and more.
- Lost revenues as a result of fire, flood or other circumstances.
- Tax ramification of a loss in compensation.
Entity Selection and Restructuring
Choosing the right type of structure for your entity is vital step in setting up an organization. It is a critical factor for minimizing the overall tax liability for the owners and/or business.
A business has flexibility in how to be taxed at the federal level, including a C Corporation, S Corporation, disregarded entity or partnership. As each option has advantages and disadvantages, our team can advise the best fit for your specific situation after understanding the current and future goals of the business.
There are also multiple options to consider at the state level, as each state taxes business income differently. Our team will factor in the current states in which you operate and the company’s future plans in our overall entity recommendation.
Additionally, there may be situations where the future plans of the business or transition of shareholders require an examination of the current entity structure and if an alternative would be a better fit. The professionals at JVTR can guide you through this process and communicate clearly the advantages and disadvantages to each option.
Regardless of whether it is before starting your business, contemplating expansion or transitioning the entity to a new owner; we’ll put our years of expertise to work and advise the best overall tax outcome.
Mergers, Acquisitions and Sales
Business transactions and transitions are complicated, whether you’re buying, selling or considering a potential merger. Jansen Valk Thompson Reahm provides the professional expertise to help you successfully structure and negotiate the transaction.
Considering the sale, merger or significant growth of your business can be an emotional undertaking, and we can help you through the process with an evenhanded approach. Our team will carefully analyze and perform due diligence to determine a fair asking price, pinpoint the most favorable tax structures and evaluate financial and cash flow impact. With advice from our experienced professionals, you can make the right decisions for your business and achieve optimum success.
Employee Benefits, Pension and Profit-Sharing Plans
Choosing and administering benefit plans for your employees is often a complex process. We can help you develop, implement and administer your benefit, retirement and profit-sharing plans with an eye toward rewarding your employees and reaching your company’s financial and business goals. Additionally, our team will help maximize tax advantages in implementing these plans. As your business grows, you and your employees will be rewarded for the hard work that contributed to the success of your business.