Wednesday, October 9, 2013

The Valuation Challenge 2014 Guidelines

Here are the guidelines for valuing the 2014 Valuation Challenge Case, ABC Engineering:

Governing Standard:  Revenue Ruling 59-60

Purpose:  Employee Stock Ownership Plan and Trust valuation for administrative purposes and stock transactions

Standard of Value:  Fair Market Value

Premise of Value:  Value as a going concern

Client Name:  Trustees of the Employee Stock Ownership Plan

Business Name:  ABC Engineering, Inc.

Type of Entity:  S Corporation

State of Incorporation:  Washington, USA

Principal Business Location:  Somewhere, USA

Business Interest Valued:  20%

Valuation Date:  December 31, 2012

Report Date:  May 9, 2014

Appraiser Name:  School of Business Team

Appraiser Firm:  University

Characteristics of Ownership:  Non-controlling (minority)

Minority Discount:  Include

Marketability Discount:  Include


1 comment:

  1. Many homeowners know the current value of their homes and even their cars but, do you know the value of your business? If you are like 75 percent of American business owners, you probably don't, and that could lead to poor decision making and even loss of value or money for you and your family.
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