by Royer Advisors | Dec 11, 2024 | Business Plans, Financial Planning, Valuations
When selling a business, did you know there are some buyers who would be willing to pay a premium above the fair market value of the business on a controlling basis? These are strategic (or synergistic) buyers, and might include competitors looking to build market...
by Royer Advisors | Dec 11, 2024 | Divorce Litigation, Valuations
Berg v. Young, 2015 Fla. App., LEXIS 13077 (Sept. 2, 2015) In a Florida divorce case, the trial court heard copious expert testimony on the value of the husband’s interest in a car dealership. The dispute turned on the validity and interpretation of the parties’...
by Royer Advisors | Dec 11, 2024 | Business Plans, Financial Planning, Valuations
Business valuation experts who testify in court are often asked, “Did you follow appraisal standards in performing your engagement?” The next question is likely to be: “Which ones?” There are a number of different standards that cover business...
by Royer Advisors | Dec 11, 2024 | Divorce Litigation, Valuations
Determining the value of the business interest to include in the marital estate can be one of the most time-consuming and contentious issues when a business owner is getting a divorce. Rather than hire separate experts to argue it out in court, many spouses opt to...
by Royer Advisors | Dec 11, 2024 | Business Plans, Court Rulings, Valuations
In re Mercury Cos., 2015 Bank. LEXIS 3443 (Oct. 9, 2015) (In re Mercury II) After filing for Chapter 11 bankruptcy, the plaintiff claimed the sale of certain subsidiaries to the defendant entities was an avoidable fraudulent transfer. The Bankruptcy Court considered...
by Royer Advisors | Dec 11, 2024 | Business Plans, Financial Planning, IRS Regulation, Tax Planning, Tax Preparation, Valuations
One of the best times to pause and review your financial planning strategy is Fall. A lot can happen in a year. You may need to revise your long-term financial plans if your personal life, market conditions or tax laws have changed. Here are some retirement and estate...
