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.
Strategic Solutions
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
Joseph R. Coluzzi, CPA, our Managing Principal,
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.
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.
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Transactions Solutions
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 R. Coluzzi, CPA, our Managing Principal,
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.
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.
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Tax Solutions
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
Joseph R. Coluzzi, CPA, our Managing Principal,
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.
Jeffrey Winkleman, CPA, MT heads our Tax Advisory
Services Group and can be reached at jwinkleman@marg.com.
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Litigation Solutions
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 Minotiry 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.
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Bankruptcy Solutions
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.
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Other Solutions
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 R. Coluzzi, CPA, our Managing Principal,
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.
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.
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