Terry Smith is accredited by the Institute of Business Appraisers as a Certified Business Appraiser (CBA).   The Institute of Business Appraisers is the oldest professional society devoted solely to the appraisal of closely-held businesses.   The CBA is recognized as a qualified source for business valuations by the Small Business Administration.   Appraisals are conducted and reports issued pursuant to the Code of Ethics and Business Appraisal Standards of the Institute of Business Appraisers.

Common uses of Business Valuations include:

Ø      Establishing Fair Market Value for the sale of a business

Ø      Provide a lender with Fair Market Value information on a business loan, including meeting the requirements of SOP-10(5) of the SBA

Ø      Plans for a merger, acquisition of stock offering

Ø      Develop an estate plan

Ø      Transfer of a business into a trust or create a succession plan

Ø      Determine the value of assets and liabilities for a divorce settlement

Ø      Determine investment value to validate the existence of a qualifying business for an “E” nonimmigrant visa

Ø      Set up an Employee Stock Ownership Plan (ESOP) and annual Fair Market Valuations to meet plan requirements

Call Terry Smith at (915) 472-1125 for services and fees.