Schema Partners provides Valuations and Financial Support for Buyers and Sellers and those contemplating a change in ownership.
We bring over 20 years of real M&A experience to small and medium-sized companies in need of a certified valuation. We also can assist with the buying or selling process itself, managing due diligence, analysis and negotiations.
For Business Owners, Chief Executives, Lawyers, and Investors.
Prepare Today for a Change in Ownership Tomorrow:
• 66% of business owners have no plan to transition their company, though 75% are 51 or older.
• 70% of owners say getting full value for their business to fund retirement is their number 1 goal, though only 18% have obtained a valuation in the last two years.
- Exit Planning Institute, 2020Fair + Defensible
Quick + Economical
Valuations:
There are a number of situation where a business needs a certified valuation presented by an independent valuator for legal purposes and for filings with the SEC and IRS. Valuations are also helpful for owners looking down the road to a sale or a distribution to family members in the coming years. We cover them all:
- Estate and Gift Tax
- Partner Admissions and Retirements
- Buy-sell Agreement and their Measurements
- Insolvency Analysis
- Assessments of Strategic Options (such as Succession Planning, Transaction Planning, Debt and Equity Alternatives)
- Restricted Stock and Stock Options Election
- Section 409 (a) Elections
- Goodwill Impairment
- Intellectual Property
- Employee Stock and Equity Awards
- Earn-outs on Business Sales
- Estate and Gift Tax
- Partner Admissions and Retirements
- Buy-sell Agreement and their Measurements
- Insolvency Analysis
- Assessments of Strategic Options (such as Succession Planning, Transaction Planning, Debt and Equity Alternatives)
- Restricted Stock and Stock Options Election
- Section 409 (a) Elections
- Goodwill Impairment
- Intellectual Property
- Employee Stock and Equity Awards
- Earn-outs on Business Sales