by Royer Advisors | Dec 11, 2024 | Court Rulings, Valuations
In re Honer, 2015 Cal. App. Unpub. LEXIS 2531 (April 9, 2015) In a bitter California divorce, the valuation of two grocery stores was a sore point. The wife attacked the work of the husband’s expert because he used what he called the “marital value.” The appeals court...
by Royer Advisors | Dec 11, 2024 | Financial Planning, IRS Regulation, Tax Planning, Tax Preparation
For federal income tax purposes, an unincorporated joint venture, other contractual, or co-ownership arrangement, under which several participants conduct a business or investment activity and split the profits, is generally treated as a partnership. If the joint...
by Royer Advisors | Dec 11, 2024 | Court Rulings, Valuations
There is a common perception that financial expert witnesses are biased in favor of their clients’ financial interests. In truth, credentialed professionals must adhere to various ethical standards that require them to be independent and objective when serving...
by Royer Advisors | Dec 11, 2024 | Business Plans, Financial Planning, Valuations
Private equity funds offer a way to get a capital infusion for your Maine-based company for a period of time while maintaining a role in its operation and avoiding a sale or a merger. It’s called equity recapitalization and it typically involves selling a...
by Royer Advisors | Dec 11, 2024 | Business Plans, Valuations
Have you ever heard a business owner brag, “I was offered $X million for my business!”, or have you been lucky enough to receive an offer from another party to purchase your private business stock? It seems that such offers reveal how much an objective...
