Business Valuations

While valuing a business is a customary part of the mergers and acquisitions process, there are other reasons for having a business valuation performed. These reasons include: appraisals for gifting stock to family members, estate planning and estate tax filing, stock option plans, buy/sell agreements, minority stockholder disputes, divorces and business interruption/damage assessment.

FMI's Investment Banking group performs formal and informal valuations for each of these purposes. Formal valuations are long-form reports that are usually required for IRS-related appraisals (gift and estate taxes) or where there is a likelihood that the report will be used in a legal setting (divorces, stockholder disputes, damage cases, etc.). Informal valuations, usually presented in the form of an opinion letter, are prepared for all other purposes.

FMI's valuations conform to standards of the valuation profession and comply with the guidelines for business valuations set forth by the Internal Revenue Service, including Revenue Ruling 59-60. However, FMI's uniqueness and ultimate credibility in its valuation services are based on its construction industry specialization and extensive experience in buying and selling construction companies.

For more information about FMI's Acquisition Business Valuation services, please contact Will Hill at 303.398.7237 or Chris Daum at 919.785.9264.