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A Formal Business Appraisal

  • Must meet IRS guidelines
    • Regulation section 25.2512-3(a)

  • Valuation expert must be a “qualified appraiser”
    • Section 170(f)(11)(E)(i)
      • received designation from recognized appraiser organization
      • regularly performs appraisals for compensation
      • meets other requirements as prescribed by the Secretary of The Treasury

  • Report must meet all guidelines (80 – 120 pages)
    • Must include all approaches to value
    • Must include review of economy
    • Must include history of company
    • Must include risk assessment

  • Client must be prepared to assist valuation expert in detailed and in-depth data gathering.

Qualified Business Appraisers typically charge $15,000 and up

When You Need It:

  • Valuations involving gifts or estates

  • Partner & Shareholder disputes

  • Divorces

  • Any time there is a possibility a dispute will go to court


Valuation Assessment

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Abbreviated Appraisal

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Let’s Collaborate:

At Creedy & Company, we’re more than just a consultant – I am your dedicated partner in driving business success.

With a deep understanding of your industry and unique needs, we collaborate with you to develop innovative strategies that enhance growth and achieve measurable results.

By combining my expertise with your vision, I can ensure that every step I take is aligned with your long-term goals. Let’s collaborate to unlock new opportunities and achieve success, together.


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