Business valuation tools: Banister Financial, Charlotte, NC.

Business Valuation Specialists, Charlotte, North Carolina

Banister Financial, located in Charlotte, North Carolina, specializes in business valuations of privately-owned companies, professional practices, and other types of businesses.

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Business Valuation Tools

Interviews/Depositions, Information Needs Lists, Seminars, More

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Sample Questions for Management Interview in Business Valuation of a Company
- Business Valuation Interview Questions
Sample Questions for Depositions Involving Business Valuations
- Medical Practice
- Orthodontic Practice
Sample Information Needs Lists for a Business Valuation
Helpful in preparing a legal request for production of documents in a business valuation matter or in understanding what might be needed for a valuation for any purpose:**
**Disclaimer- These are generic, sample lists. For a particular valuation assignment we would prepare detailed information needs specific to the entity or interest being valued and which may call for the same, similar, or very different information needs depending upon the individual facts and circumstances. These lists are not intended to be applied to specific circumstances and are general resources only.
Seminars on Business Valuation Issues
- Are you Poore? or Do you want Moore? (November 2019/February 2020 Presentation to NC Family Law Section of Bar re personal versus enterprise goodwill in equitable distribution)
- Business Valuation Issues: Dealmakers and Dealbreakers in Estate, Gift and Other Tax Related Matters
- Critiquing a Business Valuation Report: A Guide for Family Law Attorneys
- Kick the Habit: The Excess Earnings Method Must Go in Business Valuations: A Guide For Family Law Attorneys
- Stock Option Valuation (Seminar for AICPA)
- Tax Issues in Business Valuations: S Corporations and LLCs Manuscript (September 2017 Presentation to NC Family Law Section of Bar)**
- Tax Issues in Business Valuations: S Corporations and LLCs Powerpoint (September 2017 Presentation to NC Family Law Section of Bar)**
- The Market Approach: Guideline Transaction Method ("Merger and Acquisition Method") (Powerpoint portion of 2011 webinar for AICPA)
- The Guideline Public Company Business Valuation Method- A Guide for Attorneys (Seminar for AICPA)
- Valuing Businesses Amidst Economic Chaos: Any Value Left? (Hint: Yes) (Seminar for 2012 AICPA/AAML National Conference)
**After this seminar, in December 2017, Congress passed the Tax Cuts and Jobs Act which reshaped the landscape of company taxation. Read "Divorce Valuation Tax Trap" on our Business Valuation Articles page which deals with a few of the many possible impacts of the Act for business valuation.
Marketability Discounts in Business Valuation- IRS Internal Documents
Please note- Just because we include the IRS Job Aid here does not mean we endorse or necessarily agree with everything in it. In fact, read our critique of this Job Aid: "The IRS Does Not Like Your Marketability Discount."
- Discount for Lack of Marketability- Job Aid for IRS Valuation Professionals (2009)

*Disclaimer: These items (information needs list, interview/deposition questions, seminars, etc. on this page) are generic and are not to be applied to a specific situation, and their inclusion on this site does not constitute the provision of professional valuation, legal, tax or other advice or services of any kind. Consult qualified, legal, tax and valuation advisors with experience in a specific matter. By downloading, reading or otherwise accessing any of the items on this page or any of the information on our website overall you agree to our Terms and Conditions of Use.

Banister Financial, Inc.

1338 Harding Place, Suite 200
Charlotte, North Carolina 28204
Phone: (704) 334-4932