Valuing a closely held business as a marital asset.
In a high-asset dissolution the business is usually the largest item on the schedule and the hardest to pin down. One spouse runs it and knows what it earns; the other has the tax returns, which were written to minimise income. Both numbers are wrong.
Why a broker. Our comparables are businesses we have sold, not database averages. When opposing counsel asks what a Peninsula restaurant actually trades for, the answer comes from closed transactions.
An opinion of value for the stated purpose. Not an appraisal, an audit, or tax or legal advice. Where a certified appraisal is required, we will say so and refer it out.
Conflicts checked before any engagement. Initial conversations are without charge.
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