
A formal business valuation is the best report card that a private business owner can get. Business valuations
involve assessing risk, identifying value drivers, and performing analyses of historical and projected financial
and operational performance, competitive advantages, comparisons to industry benchmarks, and much more.
LAURA S. LEOPARDI, CPA, PLLC performs business valuations in connection with the following:
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Mergers and Acquisitions |
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Buy/Sell Agreements |
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Shareholder Transactions (buyins/buyouts) |
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Strategic and Succession Planning |
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Employee Stock Option and Ownership Plans |
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Family Limited Partnerships |
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Estate, Probate, and Gift Property Transfers |
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S Corporation Elections and Other Tax Issues |
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Key Person Life Insurance |
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Divorce |
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Intangible Assets, including Goodwill, Copyrights,
Patents, Trademarks, Trade Names, and Domain Names |
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Damage Calculations |
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Lost Profits, Lost Wages, and
Lost Earnings Analysis |
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Business Interruption Costs |
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Expert Witness Testimony |
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Rebuttal Reports |
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Cursory Reviews of Reports Prepared By Others |
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Preparation of Interrogatories and Deposition and
Cross-Examination Questions |
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Tracing, Identifying, Quantifying, and Analyzing Sources and Uses of Funds |
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Identifying, Quantifying, and Analyzing Shareholder and Partnership Inequities |
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Business Intermediary Services |
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Exit Strategy Consultations |
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Business Process Improvement Studies |
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Profitability Enhancement Studies |
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Financial Professional Staffing Searches |
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