Buy-sell agreements establish how ownership interests may be transferred when an owner retires, becomes disabled, dies, withdraws or when another defined event occurs. Their valuation provisions can materially affect the amount paid and the process for resolving a disagreement.

Brookline Valuation Services, Inc. reviews buy-sell agreements from a business valuation perspective to help owners and their attorneys evaluate existing language or consider revisions. We identify valuation questions for counsel and owners to address, including the applicable standard of value, valuation date, level of value, treatment of discounts, selection of an appraiser and procedures for resolving differing opinions. We provide valuation analysis and do not provide legal advice or draft legal provisions.

Valuation Services for Owners and Counsel

• Review of valuation definitions, formulas and appraisal procedures in existing agreements
• Independent valuation of a company or ownership interest for a buyout or ownership transition
• Analysis of how control, transfer restrictions, distribution rights and other ownership terms affect value
• Coordination with legal and tax advisers to define the valuation assignment and intended use

When an agreement calls for an appraisal, the engagement is defined by its terms and the facts of the assignment. We document the valuation date, standard of value, interest being valued and assumptions so that the analysis addresses the question presented.

To discuss a buy-sell agreement review or valuation, contact Brookline Valuation Services through our contact page, call 617-308-0450 or email mshifrin@brooklinevaluation.com.