Understanding the Jargon

Not completely sure what the various valuation terms are? We'll explain them to you and how they fit into your valuation engagement.

Take a look at the Glossary at this website.

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Recent Cases

Build Wealth Your Way

Zweifler Financial Research CEO, Walter Zweifler, leads a Webinar on 'Investing in Traditional & Non Traditional Assets Using Directed Retirement Plans (IRAs/401Ks)'. Talking points include:

  • How to Appraise a Closely Held Business
  • Interviewing the Manger
  • The Valuation
  • The Ownership Structure
  • How to Appraise the Appraiser

View The Webinar

Succession of Ownership

A management consulting firm retained our services in connection with the succession planning of its principal owners. Zweifler Financial Research prepared an analysis and valuation of the business and consulted with the key personnel to assure the timely disposition of the ownership interests to the corporate treasury. A small building supply distributor required guidance in acquiring the ownership interest from a majority owner who is in her 90's. This client asked Zweifler Financial Research to present a Fair Market Value opinion for the total enterprise and a detailed analysis of the required working capital compared to the reported levels

Valuation & Estate Planning

Zweifler Financial Research appraised a Microsoft Gold Certified Partner firm and its Canadian affiliate. This Company's staff includes 6 individuals designated as 'Microsoft Most Valuable Professionals'. Based on its array of services and skilled personnel, the Company considers itself a key partner in the marketing, architecture design, proofs of concept, training, mentoring and technical writing of software which appears in The Microsoft Developer Network ('MSDN'). The valuation was prepared for the two owners as a part of estate planning.

Lost Profits and Franchise

A nationally recognized animal preservation agency was dispossessed of its operating franchise and assets based in a major metropolitan area. Zweifler Financial Research was retained to arrive at an opinion of lost profits. The engagement required coordination of many intangible asset values, together with values arrived at for real estate and machinery equipment and the formulation of Discounted Cash Flow Models.

Valuing a 'Value Added'

Zweifler Financial Research was retained to value a 'Value-added Reseller' ('VAR') of wireless fidelity software. The buyer was based in Connecticut and the target has its operating facilities in Irvine California. An Employee Stock Ownership Plan ('ESOP') was an integral part of the acquisition transaction which involved tax free roll over of shares and stock option grants to key personnel.

Valuing the 'Profits Interest'

Zweifler Financial Research valued the 'Profits Interest' granted by four service companies, each of whom is affiliated with a separate medical malpractice insurance exchange. The valuations are required in connection with financial reporting. Continuing grants of Profits Interest require annual review of the condition and performance of each malpractice insurance exchange and each administrative company.