Sustainable Valuations

A Valentine’s Case Study: Setting a Defensible Share Transfer Price

This Valentine’s Day, we look at parental love: a family-owned services company transferring shares from one generation to the next. The question is not lovey-dovey, but practical: How do you set a defensible transfer price that auditors and tax authorities are comfortable signing off on? Unlike a strategic M&A transaction, this requires a focused valuation […]