Ownership Transitions

Transitioning ownership is an important step for every business owner.  From transferring to the next generation to selling to management or a third party, valuation is a critical component of tax and financial planning.  Steen Valuation Group has the experience and expertise to provide a valuation that is well-supported for a successful transition.

Gift and Estate Valuations: Gift and estate valuations are essential when transferring business ownership to the next generation. By determining the fair market value, the owner can make informed decisions that help safeguard their legacy for generations to come. Our valuations provide an objective assessment of the business value to ensure tax compliance and equitable distribution among heirs or beneficiaries, reducing the potential for disputes and conflicts.

Buy-Sell Agreements: Buy-sell agreements are instrumental in maintaining business continuity during ownership transitions. We can assist in determining a fair price for the shares being transferred and help the owner’s legal team structure the agreement to meet the needs of all parties involved.

Internal Equity Repurchase: When current owners want to repurchase equity from departing shareholders, our valuation services ensure that the transaction is based on fair and transparent valuations. We help ensure that internal equity repurchases are conducted in a manner that benefits both the exiting and remaining shareholders, fostering trust and fairness.

Employee Equity Grants:  Equity grants are an essential part of compensation packages for employees and founders. Accurate valuations are needed to determine the fair market value of these grants, ensuring that employees and stakeholders are fairly compensated.  We provide well documented and supported valuations for a wide range of equity types, including stock options, RSUs, and more.

Related Party Sales: Related party sales must be conducted with fairness and transparency. Our independent valuation services guarantee unbiased assessments that stand up to scrutiny.