Corporate Valuation

March 1, 2019

How to Value a Business & Situations That Give Rise to a Valuation

Karolina Calhoun, CPA/ABV/CFF, Vice President, presented "How to Value a Business & Situations That Give Rise to a Valuation" at the Tennessee Society of CPAs West Tennessee Chapter monthly meeting in Jackson, TN.

The valuation of a business can be a complex process, requiring accredited business valuation and forensic accounting professionals. This session will take a deep dive into the process and methodologies used in a valuation. Also covered will be the situations that give rise to valuation services such as estate/tax planning, ESOP annual valuation, M&A transactions, GAAP/ financial reporting, family law marital dissolution, buy-sell disputes, and corporate litigation.

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September 2026 | The Hidden Control Problem in a Wandry Gift
Value Matters® September 2026

The Hidden Control Problem in a Wandry Gift | When the Value Determines the Percentage, and the Percentage Changes the Value

A Wandry formula can help a donor transfer a specified dollar value of closely held stock while leaving the final ownership percentage to be determined through valuation. But when that percentage crosses a control or governance threshold, the rights and marketability of the resulting interest may change, and so may its value.
August 2026 | Charitable Gifting Before the Exit
Value Matters® August 2026

Charitable Gifting Before the Exit | Timing, Valuation, and Planning Pitfalls

For advisors to high-net-worth business owners, charitable gifts of appreciated business interests can offer significant tax advantages. They can also be among the more technically demanding charitable planning strategies.
WEBINAR: Buy-Sell Agreements: Designing Valuation Processes
WEBINAR REPLAY: Buy-Sell Agreements: Designing Valuation Processes
The program examines the purpose of buy-sell agreements, key valuation provisions, formula-based and appraisal-based pricing methods, and alternative appraiser structures. It also addresses practical considerations for implementing and updating the valuation process, including timing, costs, funding terms, and appraiser continuity.

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