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Business Valuation

There are many reasons (both business-related and personal) that a business valuation may be needed. Frequently, business valuations are necessary for:

  • Estate and Gift tax planning
  • Buy-Sell Agreements
  • Divorce
  • ESOP requirements
  • Family Limited Partnerships
  • Owner Disputes
  • Business Succession Planning

There are three main approaches which are commonly used in business valuations: income approach, asset-based approach and the market approach. Within each of these approaches, there are various techniques for determining the value of a business, which is why a professional with the appropriate background, education, and familiarity with your business, should be retained.

Wealth Preservation

At JGR, we work directly with business owners and wealthy individuals to arrive at unique solutions to preserve what you have worked so hard for. We understand your desire to pass on a successful business to the next generation, while also minimizing the impact of taxes. We can assist you in the following areas:

  • Estate Planning
  • Business Succession Planning
  • Analysis of Buy-Sell Agreements
  • Retirement Planning
  • Education Planning

We promote a "team approach" in many of the above planning areas, working together with your attorney, broker and financial advisors to develop and implement innovative solutions.


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T: (925) 944-1881 F: (925) 933-9167 E: info@jgrcpa.com

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