Business Valuations and Succession Planning

As a core competency, Roeser Accountancy provides business valuation services in the greater Fresno and Central Valley, including stock, partnership, and LLC valuations for a variety of transactions, financial reporting and tax purposes.  Roeser Accountancy has the requisite experience and credentials in business valuation to provide formal reporting for tax filings and for negotiation purposes in the event of a business sale or purchase.



Based on our extensive experience advising owners of middle market businesses, Roeser Accountancy has developed a process that analyzes drivers that significantly impact a company's ultimate value.  Buyers review these factors when evaluating acquisition targets.  After assessing our client's current status, we weigh each value driver in terms of its impact on valuation and its importance in helping our client achieve ultimate goals and objectives.

Building Strategy:

1. Clarify and prioritize the business owner's goals and objectives

2. Determine the company's value

3. Analyze the value and risk drivers

4. Develop a blueprint to capitalize on strengths and shore-up weaknesses

5. Review metrics, adjust action plan and reassess likelihood of attaining stated goals



§ Strategic development

§ Business plan preparation

§ Financial modeling and forecasting

§ Road show preparation

§ Buy-side due diligence

§ Document review and assistance in letter of intent, definitive agreement preparation

§ Post-merger integration

§ Part-time "C" level executive staffing

§ Assistance with post-merger integration

Business Valuations in Fresno


Tax Valuations

§  Estate and Gift Valuations Section - 409A Valuations

§  S Corporation Election Conversion from C Corporation

§  Built-in-Gains Tax Calculations - The "BIG Tax" including Goodwill Determinations


Transaction Advisory

§  Fairness Opinions

§  Valuation Due Diligence for buyers and sellers

§  Business Modeling and Forecasting

§  Exit Planning Services for business owners planning to sale or transfer business


Financial Reporting

§  Purchase Price Allocations

§  Goodwill Impairment Testing 

§  Analysis of Long-Lived Assets 

§  Stock Option Expense 


Litigation Support

§  Dissenting/Oppressed Shareholders

§  Buy/Sell Agreements and Dispute Resolution

§ Family Shareholder buy-out consulting



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