Managing Partner Carl L. Sheeler, PhD, Allison Appraisals & Assessments
Allison Appraisals & Assessments
Business Valuation and Advisory Services Since 1954
Allison applies a team approach in identifying and creating value. Recently, they responded to a business owner who needed his $25M manufacturing company to improve its bottom line and stock price, and was worried about the tax implications of gaining liquidity and transferring part of his 65% ownership interest (shares) to his family.
Allison recommended the creation and funding of a buy-sell agreement with his partners through the purchase of insurance. After careful review and implementing several of Allison’s recommendations, company earnings almost tripled and the company value grew accordingly. The owner established an Employee Stock Ownership Plan to reward and preserve loyal staff with the added benefit of providing a comfortable cash nest egg. He also created “NewCO” through outside equity funding and was able to gift his shares without incurring taxes with the assistance of his legal and financial advisor and our valuation team. Whether, for legal, tax or transfer purposes it often starts with knowing what your business is worth.
For more information, contact Managing Partner Carl L. Sheeler, PhD, at carl@allisonappraisals.com or visit them on the Web at: www.allisonappraisals.com.
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