Valuing Small Businesses for Estate Purposes

On May 4, 2014, Roger Winsby, President, Axiom Valuation Solutions  attended the California Probate Referee Convention in San Diego, California. Roger gave a presentation entitled “Valuing Small Businesses for Estate Purposes – Small Does Not Mean Simple”, where he discussed issues such as the importance of facts and circumstances in valuing small businesses and the use of financial models and empirical data to support assumptions and adjustments.

The presentation also included case studies of operating businesses, asset holding entities, and case studies by industry — including construction companies, the machine tool industry, and personal services industries.

Click here for a copy of the presentation.

Mr. Vladimir Hulpach, CVA, Named Managing Director of Axiom Valuation Solutions Arizona

Axiom Valuation Solutions Arizona is an affiliate of Axiom Valuation Solutions, a leading business and financial security valuation firm serving clients across North America, Europe, Latin America, and Asia. As Managing Director, Mr. Hulpach will be responsible for engagements that run the gamut from valuing private firms for various purposes, including estate planning and acquisitions, to valuing various types of intangible assets including patents and trade names.

Mr. Hulpach received master degrees in Economics and International Trade from the University of Economics in Prague, and he has recently been awarded the prestigious Certified Valuation Analyst (CVA) designation from the National Association of Certified Valuators and Analysts.

Vlad Hulpach, CVA

Vlad Hulpach, CVA

“We are very fortunate to have a person of Vladimir’s talents and capabilities joining the Axiom family,” states Dr. Stanley Jay Feldman, Chairman of Axiom Valuation Solutions. “Axiom has been a leader in providing fixed price, cost-effective, high quality valuation services nationwide. Vladimir will be able to provide Axiom’s valuation services and financing connections to business owners in the Valley, while also contributing his local knowledge, contacts, and expertise to these engagements. This combination of local and national knowledge, connections, cost-effectiveness, and expertise will deliver solutions to Arizona companies that have simply not been available in this market.”
Since 2001, Axiom has provided a comprehensive range of valuation services to thousands of business owners of private companies, private equity and venture capital financed companies, and public companies. In 2013, two long-time Axiom clients, Chimerix and Oxford Immunotec, had successful IPOs. Axiom played a critical role for both companies in developing the valuation analyses used in the SEC filings.

“I am looking forward to working with Axiom that has an in-depth understanding of what it takes for private firms to expand, has access to capital sources needed to finance private firm growth, and is recognized by the BIG 4 and various regulatory agencies as a highly qualified valuation firm. Working together, we will deliver enormous value for our clients,” states Mr. Hulpach.

Hear Roger Winsby’s 1 minute “What is your value story” for owners thinking about selling their business in the next few years on Exit Coach Radio!

In this 1 minute highlight, Roger Winsby, President, Axiom Valuation Solutions,  discusses the importance of positioning your business for sale based on the Buyer’s needs and perspective.

The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show – the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning. To find other content on this Topic or by this Guest – See the “INDEX” Tab … We add new content daily!

Listen on iTunes: http://iTunes.ExitCoachRadio.com
(please leave an iTunes review – it really helps us spread the word!)

What is Your Value Story? – Roger Winsby

Axiom Valuation’s Roger Winsby interviewed by Bill Black on Exit Coach Radio on Your Business Value and How to Improve It

Roger Winsby, President, Axiom Valuation Solutions,  discusses the methods of valuation that can be used and ideas and strategies to help business owners enhance and increase their values. The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show – the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.

To listen, click here:

http://exitcoach.podbean.com/2014/03/08/20m-roger-winsby/

Roger Winsby, President and Co-founder

Roger Winsby

Axiom Valuation Moderates Session at BEPC on Maximizing After-tax Proceeds of the Sale of a Closely Held Business

Roger Winsby, President and co-founder of Axiom Valuation Solutions, filled in for Dr. Stan Feldman at the Boston Estate Planning Council (BEPC) February Member Round Table Breakfast on February 4, 2014.

Program Title:  Maximizing the after-tax Proceeds of the Sale of a Closely-held Business

Program Description:    One of the many  myths of selling a closely-held business is that the best sales price also yields the most after-tax proceeds. This seminar will address why this may not always be the case, how to structure a transaction to ensure that all of the seller’s objectives are met including maximizing  the after-tax proceeds  of the sale and minimizing  what we  term deferred liability- the risk of the seller not getting what was negotiated.   Benefits to attendees include:

1.      Learning how identifying and quantifying personal goodwill offers a way to maximize the after-tax proceeds of a sale.

2.      Learning what the conditions need to be to minimize IRS pushback from using a personal goodwill strategy.

3.      Learning why identifying and valuing the intangible assets, excluding goodwill, of a business results in a business owners receiving higher sales multiples

4.      Learning that deal terms often have hidden costs that far outweigh their tax benefits.

        Link to Presentation PDF:          2013.02.04. Maximizing After-tax Proceeds of Sale