Business valuation is important for business acquisition, or sale, a divorce, shareholder dispute or for gift and estate tax planning.

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“Focus on Business Valuation” by Chuck Mullen, CPA, CMA, MTax, CGMA | ChairmanChuck Mullen head shot

We are delighted you have taken the time to learn more about how we can help you and your business. For 74 years, Apple Growth Partners has, through controlled growth, added a robust breadth of services to our service offering. Each quarter, I will highlight one of these services in order to illustrate more about our people and value proposition.

Today, I focus on our Business Valuation and Litigation Support Services, led by Cleveland principal Jason Bogniard. No accounting firm can brand itself a consulting firm without first having a strong business valuation team. This helps us understand what drives the value of a business. For nearly three decades, AGP has continued to build its valuation offering by recruiting some of the brightest and renowned experts in the field.

Why Business Valuation is Important

Individuals and businesses need valuation expertise for a multitude of reasons. The question “What’s the business worth?” can be asked for a variety of needs and purposes, whether it be for a potential business acquisition, or sale, a divorce, shareholder dispute or for gift and estate tax planning. Sometimes, the question is asked for purposes of developing a key employee compensation program. Other times, it could be an important part of an individual’s or company’s succession plan.

Business valuation is important for business acquisition, or sale, a divorce, shareholder dispute or for gift and estate tax planning.

ESOP as a Retirement Plan

Have you thought about selling your company to the employees someday? An Employee Stock Ownership Plan (ESOP) can be an excellent tool to facilitate such an endeavor. Our ESOP team brings with it some of the industry’s most knowledgeable valuators and consultants, nationally, in the ESOP arena, so much so that Apple Growth Partners prides itself on providing services to over 70 ESOP clients annually.

Litigation Support Services

Many times our valuation team is asked to provide expert fair market value and economic damage opinions in filed or threatened corporate litigation situations. AGP’s litigation advisory services offers business valuation, financial analysis, forensic accounting, investigative services, and tax skills to resolve complex business and personal litigation matters through negotiations, trial preparation and direct testimony. Our team has been accepted as independent experts in numerous county, state and federal court venues.

Our valuation team works closely with our tax and assurance professionals to ensure that each client receives the advice they need in each unique situation. Davin Gustafson, JD, has been known nationally in the ESOP arena for decades. Robert Nemeth, CPA/ABV, CVA, CDFA, CFE brings focused experience in the area of valuation for litigation consulting, as well as for forensic accounting purposes. Our group’s leader, Jason Bogniard, MBA, ASA, CVA, EA, in addition to leading the team, specializes his practice in litigation consulting and business succession advisory services.

Any time you ask yourself, “what is the worth of a company?”, or any related question, please pick up the phone and give us a call. Our team will be very happy to work with you. For more information, contact Jason Bogniard directly at 330-315-7843 or jbogniard@applegrowth.com.

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