Frequently Asked Questions
Helpful information to guide your valuation process.
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Business owners seek valuations for many reasons, including strategic planning, succession planning, ownership transitions, buy-sell agreements, executive compensation, estate planning, and potential business sales. Every business is unique, and the appropriate valuation approach depends on your objectives and circumstances.
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NorthSpring provides valuation services for a variety of planning, tax, ownership, and transaction-related matters, including estate planning, gift tax reporting, buy-sell agreements, ownership transfers, succession planning, and other business valuation needs.
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Most engagements require historical financial statements, tax returns, ownership information, governing documents, customer data, and other background information about the business. A detailed, customized information request will be provided to assist with gathering the necessary company inputs.
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Business valuation considers a combination of financial performance, industry conditions, company-specific factors, ownership characteristics, and market data. The appropriate methodologies are selected based on the facts and circumstances of each engagement. An opinion of value is supported by industry-recognized approaches and methods.
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With direct access to Martha throughout the engagement, advisors can expect a thoughtful approach, experienced, professional judgment, and responsiveness.
If you have more questions and are interested in learning more detail behind what to expect in a typical valuation process, complete the form below.
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