Margolis & Company is a leading provider of accurate, timely and affordable business valuations.
Valuing a business requires considerable judgment and expertise.
An independent valuation expert brings the benefits of professional
training, experience and third-party objectivity to the process.
Our help in valuing damages is based upon realistic assumptions
that properly reflect the current economic environment. We
make sure the evidence supports the assumptions and findings.
Contact a business valuation expert at (610) 784-0155.
Our valuation consultants are committed to the valuation of
closely-held companies. They have the experience, knowledge
and creativity to provide you and your clients with innovative,
accurate and timely valuation solutions. This enables us
to meet our clients’ valuation needs in the best and most
cost-effective manner possible.
Business Planning
Buy-Sell Agreements
Employee Stock Ownership Plans (ESOPs)
Purchase Offer Analysis
Recapitalization
Strategic Planning
Succession Planning
David Glusman, CPA, DABFA, Cr.FA, CFS heads our Forensic & Litigation Services Group. Click here to download David’s curriculum vitae. You can contact David at dglusman@marg.com.
Joseph S. Barbagallo, CPA, CVA, CFFA, CFD, CFS, CFI, ABV also provides business valuations, forensic accounting and litigation support services for both individuals and businesses in a wide array of industries. Click here to download Joe’s curriculum vitae. Contact Joe atjbarbagallo@marg.com.
Joseph DeSimone, CPA, CVA has developed an expertise in business valuations, has earned the designation of Certified Valuation Analyst and serves on the National Association of Certified Valuation Analysts (NACVA). Joe can be reached at jdesimone@marg.com.
Joseph R. Coluzzi, CPA provides financial
and business consulting services and has earned an excellent
reputation for his expertise in strategic planning, financial
analysis, mergers and acquisitions, and personal financial
planning. You can reach Joe at jcoluzzi@marg.com.
Whether your valuations solutions needs are based on preparing
a prospectus or an offering document from the seller’s perspective,
a merger or acquisition and related due diligence from the buyer’s
perspective, or important estate or family-owned business planning,
our professionals achieve independent and thorough valuations.
Acquisitions
Divestitures
Going Public or Private
Joint Venture Formation
Leveraged Buyouts
Management Buyouts
Mergers
Minority Buyouts / Redemptions
Sale of Business of Partial Interest
Spin-offs
Joseph DeSimone, CPA, CVA has developed an expertise in business valuations, has earned the designation of Certified Valuation Analyst and serves on the National Association of Certified Valuation Analysts (NACVA). Joe can be reached at jdesimone@marg.com.
David Glusman, CPA, DABFA, Cr.FA, CFS heads our Forensic & Litigation Services Group. Click here to download David’s curriculum vitae. You can contact David at dglusman@marg.com.
Joseph S. Barbagallo, CPA, CVA, CFFA, CFD, CFS, CFI, ABV also provides business valuations, forensic accounting and litigation support services for both individuals and businesses in a wide array of industries. Click here to download Joe’s curriculum vitae. Contact Joe atjbarbagallo@marg.com.
Joseph R. Coluzzi, CPA provides financial
and business consulting services and has earned an excellent reputation
for his expertise in strategic planning, financial analysis, mergers
and acquisitions, and personal financial planning. You can reach
Joe at jcoluzzi@marg.com.
When a business valuation is required in connection with a taxable
estate, we use our valuation skills and our estate planning skills
to plan for issues that may be raised by the Internal Revenue Service
in advance of filing the estate tax return.
We have performed numerous business valuations for estate and
gift and tax purposes with valuations ranging from $1,000,000 to
over $50,000,000.
By keeping current on the Tax Court and Appellate Court rulings
related to valuations, we are able to address many issues in advance
and increase the likelihood that the IRS will not successfully
challenge the valuation.
Charitable Contributions
Estate Planning
Family Limited Partnerships (FLPs)
Gift Tax
Insurance Tax
Minimization of Tax
Net Operating Loss Carryforwards
Passive Foreign Investment Company
Probate
Purchase Price Allocation
S Corporation Conversion
Transfer Pricing
Jeffrey Winkleman, CPA, MT heads our Tax Advisory Services Group and can be reached atjwinkleman@marg.com.
Joseph DeSimone, CPA, CVA has developed an expertise in business valuations, has earned the designation of Certified Valuation Analyst and serves on the National Association of Certified Valuation Analysts (NACVA). Joe can be reached at jdesimone@marg.com.
Joseph R. Coluzzi, CPA provides financial
and business consulting services and has earned an excellent reputation
for his expertise in strategic planning, financial analysis, mergers
and acquisitions, and personal financial planning. You can reach
Joe at jcoluzzi@marg.com.
We know from experience the records to request, questions to ask,
and documents and trends to analyze. Our experience in litigation
provides a great resource for preparing in advance for an adversarial
action regarding the estate business valuation. Our conclusion
is a value that we can present, explain and support under even
the most rigorous scrutiny – in court, with tax authorities,
or in acquisitions and other corporate negotiations.
Arbitration
Breach of Contract
Business Interruption
Compensatory Damage Cases
Condemnation Proceedings
Damage Determination
Diminished Capacity
Dissenting and Minority Stockholders
Expert Testimony
Lost Profits
Marital Dissolution
Partnership Dissolution
Shareholder Disputes
Statutory (Squeeze-out) Mergers
David H. Glusman, CPA, DABFA,
Cr.FA, CFS provides litigation support
and expert witness testimony in the area of business valuation
and is a member of The American Society of Appraisers, the Institute
of Business Appraisers, and the Association of Certified Fraud
Examiners. Contact David at dglusman@marg.com.
Joseph S. Barbagallo, CPA, CVA, CFFA, CFD,
CFS, CFI, ABV also
provides business valuations and litigation support services for
both individuals and businesses in a wide array of industries.
Contact Joe at jbarbagallo@marg.com.
When a client’s business or personal needs require a business
valuation, we will apply our experience, knowledge and technical
skills. Our valuation expertise is complemented and enhanced by
our staff of CPAs, providing quality, real-world accounting and
business advice to real companies with real problems. This helps
us to provide first class professional service not only in valuation,
but also in all your related accounting, business and tax consulting
needs.
Collateral Valuation
Fresh Start Accounting
Involuntary Liquidation
Reorganizations
David H. Glusman, CPA, DABFA,
Cr.FA, CFS provides litigation support
and expert witness testimony in the area of business valuation
and is a member of The American Society of Appraisers, the Institute
of Business Appraisers, and the Association of Certified Fraud
Examiners. Contact David at dglusman@marg.com.
Joseph S. Barbagallo, CPA, CVA, CFFA, CFD,
CFS, CFI, ABV also
provides business valuations and litigation support services for
both individuals and businesses in a wide array of industries.
Contact Joe at jbarbagallo@marg.com.
We have provided our opinion of value for many businesses in many
industries for many purposes. With almost fifty years of experience
in the area of business valuations, Margolis & Company has
earned an excellent reputation for our dedication to client service
and specialized expertise.
We adhere to the outlined procedures of The Uniform Standards
of Professional Appraisal Practice (USPAP) and The Business Valuation
Standards of the American Society of Appraisers.
Compensation
Financial Reporting
In-process R&D
Insurable Value
Loan Financing
Not-for-Profit Status
Personal Financial Planning
Trend Analysis
Joseph S. Barbagallo, CPA, CVA, CFFA, CFD,
CFS, CFI, ABV also
provides business valuations and litigation support services for
both individuals and businesses in a wide array of industries.
Contact Joe at jbarbagallo@marg.com.
David H. Glusman, CPA, DABFA, Cr.FA, CFS provides litigation support
and expert witness testimony in the area of business valuation
and is a member of The American Society of Appraisers, the Institute
of Business Appraisers, and the Association of Certified Fraud
Examiners. Contact David at dglusman@marg.com.
Joseph DeSimone, CPA, CVA has developed an expertise in business
valuations, has earned the designation of Certified Valuation Analyst
and serves on the National Association of Certified Valuation Analysts
(NACVA). Joe can be reached at jdesimone@marg.com.
Joseph R. Coluzzi, CPA provides financial and business consulting services and has earned an excellent reputation for his expertise in strategic planning, financial analysis, mergers and acquisitions, and personal financial planning. You can reach Joe at jcoluzzi@marg.com.
