Valuation

Why would you value your business?

  • 10,000 Baby boomers turn 65 each day, they need an exit strategy
  • You may someday retire sell or leave your business
  • You might die or become disabled
  • You have key employees or partners whom your trying to more efficient, productive or otherwise profitable
  • Creditors, predators or soon-to-be ex-spouses may someday want a piece of your business

Partnership Buy/Sell

If you have a business partner, you most certainly should have a buy/sell agreement in place.  We provide a fair and independent business valuation for your partnership buy/sell agreement and help you avoid any ugliness down the road due to a shareholder death or disability, or voluntary or involuntary termination of a shareholder.

If you have a business partner, you most certainly should have a buy/sell agreement in place.  We provide a fair and independent business valuation for your partnership buy/sell agreement and help you avoid any ugliness down the road due to a shareholder death or disability, or voluntary or involuntary termination of a shareholder.

Estate Planning

10,000 Baby boomers turn 65 each day, they need an exit strategy, we can help with this. Hiring an advisor who is highly competent in the area of estate planning valuations of closely held businesses is important.  We utilize best practices for discounts for lack of marketability and discounts for lack of control. 

10,000 Baby boomers turn 65 each day, they need an exit strategy, we can help with this. Hiring an advisor who is highly competent in the area of estate planning valuations of closely held businesses is important.  We utilize best practices for discounts for lack of marketability and discounts for lack of control.

Fairness Opinions

We provide fairness opinions and valuations and provide a professional independent analysis of complex transactions.  We use our expertise in analyzing companies and transaction utilizing a broad range of valuation methodologies.

We provide fairness opinions and valuations and provide a professional independent analysis of complex transactions.  We use our expertise in analyzing companies and transaction utilizing a broad range of valuation methodologies.

409A Valuation

We understand the unique challenges private companies face in complying with tax and financial reporting requirements.

We understand the unique challenges private companies face in complying with tax and financial reporting requirements.

Litigation Support Services

The divorce rate in America is about 50%. Meaning that half of all marriages will end in divorce. They are most often times very difficult and stressful. The burden of preparing the necessary financial information to the process only adds worry.

The divorce rate in America is about 50%. Meaning that half of all marriages will end in divorce.  PacWest Accounting has extensive knowledge in providing divorce litigation support services.  Our services include:

  • Compiling financial data for attorney or accountant
  • Categorize annual living expenses
  • Cash Available Reports
  • Marital Standard of Living Reports
  • Community/Separate Property Balance Sheets
  • Asset Tracing
  • Separate Property Analysis
  • Credits and Reimbursements