Bill Roeser

@billroeser
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Iโ€™m the founder and principal of Valley Valuations, located in Fresno and serving Californiaโ€™s Central Valley.
Valley Valuationshttps://www.valleyvaluations.com
Bloghttps://www.valleyvaluations.com/blog
Facebookhttps://www.facebook.com/ValleyValuation/
Linkedinhttps://www.linkedin.com/company/valleyvaluations/
The emotional dimension of stepping away from your business should not be overlooked. Leaving behind something so familiar can bring a genuine sense of loss, along with uncertainty about what lies ahead. To navigate this transition with confidence, take time to reflect on the milestones youโ€™ve reached and the impact youโ€™ve made throughout your career.
๐…๐ซ๐จ๐ฆ ๐Ž๐ฐ๐ง๐ž๐ซ ๐ญ๐จ ๐‘๐ž๐ญ๐ข๐ซ๐ž๐ž: ๐–๐ก๐š๐ญโ€™๐ฌ ๐˜๐จ๐ฎ๐ซ ๐๐ž๐ฑ๐ญ ๐’๐ญ๐ž๐ฉ? https://www.valleyvaluations.com/retiring-from-business/
#businessownership #businessownerretire #businessownerretitrement

Retirement is finally within reachโ€”but thereโ€™s a lingering concern: letting go doesnโ€™t feel easy. This hesitation is completely natural. After all, youโ€™ve poured years of effort, dedication, and passion into building your business, and no one understands it better than you do.

Ensuring a Smooth Handover of Duties : https://tinyurl.com/3mkk796p

#transferduties #transferofduties #retiremnt #businessownerretirement #retirmentplanning

The Built-In Gains Tax (#BIGTax) is an important consideration for companies that have transitioned from C-corporation to S-corporation status, particularly when selling business assets. If an S-corporation disposes of appreciated assetsโ€”such as real estate, fully or partially depreciated equipment, or goodwillโ€”the BIG Tax may apply.

An Overview of the Built-In Gains Tax (BIG Tax): https://www.valleyvaluations.com/built-in-gains-tax/

#builtingainstax #Ccorporation #scorporation

Disputes between co-owners are more than interpersonal challenges โ€” they represent a material business risk. Unresolved conflict can disrupt operations, damage enterprise value, & in extreme cases, force a dissolution or distressed sale of the company.
In this article, we outline two practical strategies that small & mid-sized business owners can implement to protect their company from partnership disputes & preserve long-term stability.

Preventing Partnership Breakdown: https://tinyurl.com/353euz3z

As an #entrepreneur, you have invested significant time, energy, and personal commitment into building your company. Now that it is performing well, the critical question becomes: how do you sustain that success beyond your direct involvement? How do you maintain operational stability if you step away for two weeksโ€”or even take the month-long vacation you have long postponed? This article examines the strategic importance of knowledge transfer.

https://tinyurl.com/3x2s63v4

๐˜พ๐™ง๐™ค๐™จ๐™จ-๐™‹๐™ช๐™ง๐™˜๐™๐™–๐™จ๐™š ๐˜ผ๐™œ๐™ง๐™š๐™š๐™ข๐™š๐™ฃ๐™ฉ๐™จ ๐™–๐™ฃ๐™™ ๐™€๐™ฃ๐™ฉ๐™ž๐™ฉ๐™ฎ-๐™‹๐™ช๐™ง๐™˜๐™๐™–๐™จ๐™š ๐˜ผ๐™œ๐™ง๐™š๐™š๐™ข๐™š๐™ฃ๐™ฉ๐™จ:
Buy-sell agreements generally fall into two categories: cross-purchase agreements & entity-purchase agreements. Under a cross-purchase agreement, the remaining owners acquire the ownership interest of a departing or deceased partner. In contrast, an entity-purchase agreement requires the business itself to redeem the interest of the selling owner. These agreements commonly incorporate life insurance policies
More: https://tinyurl.com/dscfmf8x
As a business owner, it is natural to question the need for professional fees that may appear non-essential. However, engaging a certified valuation professional can safeguard you from potential IRS scrutiny while helping you protect and maximize the value of the business you have built over a lifetime. The following six reasons illustrate why obtaining an independent #businessvaluation is a prudent and value-enhancing decision.
๐—ฆ๐—ถ๐˜… ๐—ฅ๐—ฒ๐—ฎ๐˜€๐—ผ๐—ป๐˜€ ๐—ณ๐—ผ๐—ฟ ๐—ฎ ๐—•๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—ฉ๐—ฎ๐—น๐˜‚๐—ฎ๐˜๐—ถ๐—ผ๐—ป: https://tinyurl.com/k3kcxwwn
#cva
EV represents the total economic value of a business and provides investors with a more comprehensive view than market capitalization alone. EV is calculated by starting with the companyโ€™s market capitalizationโ€”determined by multiplying the current share price by the number of outstanding sharesโ€”and then adding all interest-bearing liabilities, including short- and long-term debt, bonds, and other financial obligations such as unfunded pension liabilities.
Read more: https://tinyurl.com/bdh3rent

Purpose of Business Valuation:
1. Clarifies your starting position and how far you are from your end goals.

2. Evaluates whether your exit objectives are realistic and achievable.

3. Provides essential insights for tax planning and implications.

4. Serves as a crucial benchmark for assessing your businessโ€™s readiness.

5. Offers owners (and employees) an objective foundation for designing incentive and compensation plans.

https://www.valleyvaluations.com/valuation-services/valuation-objectives/

https://tinyurl.com/yx3tu32t

#BusinessValuation

We create a customized marketing campaign that highlights the strengths and value of your business, generating interest and engagement. As part of this process, we prepare a detailed โ€œDeal Bookโ€ or โ€œSelling Memorandumโ€ that provides a comprehensive overview of your operations, performance, and financials. This document serves as a key tool in presenting your business to serious buyers and driving meaningful conversations.
View more: https://tinyurl.com/bdze5992

#businesssales #BusinessSellingTips