PacWest Valuation

Why would you value your business?

  • 10,000 Baby boomers turn 65 each day, they need an exit strategy
  • You may someday retire sell or leave your business
  • You might die or become disabled
  • You have key employees or partners whom your trying to more efficient, productive or otherwise profitable
  • Creditors, predators or soon-to-be ex-spouses may someday want a piece of your business

Services

Litigation Support Services

The divorce rate in America is about 50%. Meaning that half of all marriages will end in divorce. They are most often times very difficult and stressful. The burden of preparing the necessary financial information to the process only adds worry.

The divorce rate in America is about 50%. Meaning that half of all marriages will end in divorce. They are most often times very difficult and stressful. The burden of preparing the necessary financial information to the process only adds worry.

The preparation for proper settlement will always involve financial scrutiny and analysis in order to fairly divide assets to both parties, which is why you need the help of a professional who is experienced in providing these such services.

PacWest Accounting has extensive knowledge in providing divorce litigation support services.  Our services include:

  • Compiling financial data for attorney or accountant
  • Categorize annual living expenses
  • Cash Available Reports
  • Marital Standard of Living Reports
  • Community/Separate Property Balance Sheets
  • Asset Tracing
  • Separate Property Analysis
  • Credits and Reimbursements

 

Partnership Buy/Sell

If you have a business partner, you most certainly should have a buy/sell agreement in place.  We provide a fair and independent business valuation for your partnership buy/sell agreement and help you avoid any ugliness down the road due to a shareholder death or disability, or voluntary or involuntary termination of a shareholder.

If you have a business partner, you most certainly should have a buy/sell agreement in place.  We provide a fair and independent business valuation for your partnership buy/sell agreement and help you avoid any ugliness down the road due to a shareholder death or disability, or voluntary or involuntary termination of a shareholder.

Estate Planning

10,000 Baby boomers turn 65 each day, they need an exit strategy, we can help with this. Hiring an advisor who is highly competent in the area of estate planning valuations of closely held businesses is important.  We utilize best practices for discounts for lack of marketability and discounts for lack of control. 

10,000 Baby boomers turn 65 each day, they need an exit strategy, we can help with this. Hiring an advisor who is highly competent in the area of estate planning valuations of closely held businesses is important.  We utilize best practices for discounts for lack of marketability and discounts for lack of control. 

Fairness Opinions

We provide fairness opinions and valuations and provide a professional independent analysis of complex transactions.  We use our expertise in analyzing companies and transaction utilizing a broad range of valuation methodologies.

We provide fairness opinions and valuations and provide a professional independent analysis of complex transactions.  We use our expertise in analyzing companies and transaction utilizing a broad range of valuation methodologies. By conducting thorough research we provide a detailed presentations for clients which substantiate the opinions and/or valuations

409A Valuation

We understand the unique challenges private companies face in complying with tax and financial reporting requirements.

We understand the unique challenges private companies face in complying with tax and financial reporting requirements. Private companies are required by the IRS (Section 409A) to show that their common stock options are issued at fair market value, and therefore must conduct a formal valuation opinion at least once every 12 months to avoid potential tax penalties. We are committed to quality and provide our clients with a well-documented, auditable valuation report that can be used for both tax and financial reporting purposes. Our understanding of a client's business and its position in the industry, as well as strict adherence to industry-standard valuation and allocation techniques, enables clients to rest assured that their third-party valuation opinion is audit-defensible.

Our Team

Kimberly Tavares, CVA
Chief Executive Officer

With more than 15 years of experience providing accounting and business advisory services, Kimberly is a trusted advisor to entrepreneurs and established business owners in the health and nutrition, automotive, law and medical practices. She works side-by-side with her clients to strengthen their financial position by reducing costs and better managing their working capital...

Brandon Kordower
Director

Brandon is an accountant who is hired as an outsourced CFO for businesses to build or stabilize their financial foundation as well as provide the advice and services so a company can maintain its financial health. In his role as CFO, Brandon is responsible for day-to-day financial operations, general ledger evaluation, inventory management, budgeting and forecasting, burn rate analysis, break-even analysis...

Samih Tabora
Controller

Samih is a controller for businesses who expect to receive the best accounting product that can be delivered. With extensive hands-on experience with a diverse range of businesses such as restaurants, automotive, medical practices and construction to name a few, his background also includes preparing and reviewing tax returns, which provides an intimate knowledge of the flow between bookkeepers and tax preparers, thereby ensuring all necessary deductions are captured...

 

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