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Business Valuations

Huberty & Associates, S.C. provides business valuation services under NACVA standards. Business valuations are performed because ownership interests in privately held companies often represent a significant portion of one’s portfolio.  The value, or worth, of an interest in a privately held company, as opposed to stock in a public company, is usually unknown because there is no active market to sell or trade that interest from which to ascertain or approximate a value.  Value determinations are most commonly needed to/for:

    • Calculate estate tax upon death,
    • Split up family assets in a divorce,
    • Negotiate a value in a purchase, sale, or merger of a business,
    • Actions in eminent domain,
    • Buy/sell agreements,
    • Charitable contributions,
    • Damages for disruption of business,
    • Family limited partnerships,
    • Gifting programs,
    • Succession/exit planning

 

It is important to select a valuation profession with the education, training, and experience that he or she has the knowledge and level of competency in valuing business enterprises.  Of the utmost importance is a professional’s affiliation with a recognized valuation organization such as the NACVA (National Association of Certified Valuation Analysts).  Certified members are required to adhere to industry standards in performing valuation services and communicating their conclusions of value
   

 

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Huberty & Associates, S.C.
E-mail: huberty@hubertyandassociates.com

145 South Marr Street
Fond du Lac, WI 54935
(920) 923-8400

125 East Jackson Street
Ripon, WI 54971
(920) 748-7741
435 East Mill Street
Plymouth, WI 53073
(920) 892-2423
84 North Bridge
Markesan, WI 53946
(920) 398-3551

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