Unique Services to Businesses and Individuals

Business Valuations

Brooks Lodden, P.C. has been one of the pioneers in providing independent valuation services to the Iowa business community and beyond. Valuation services are typically provided for closely-held businesses for some of the following reasons:

• Forecasts and Projections
• Attestations and Agreed-Upon Procedures
• Audits

Tax Purposes:

• Estate tax planning
• Gifting of stock (or partnership interests)
• Employee stock ownership programs (“ESOPs”)
• Buy-sell agreements
• Life insurance planning
• Purchase price allocation
• Determine reasonable compensation in IRS disputes

Litigation Purposes:

• Divorce
• Damage assessment or economic loss assessment
• Minority shareholder disputes
• Bankruptcy and insolvency analysis
• Partnership dissolution
• Litigation support and expert testimony

Mergers, Acquisitions, and Reorganization Purposes:

• Purchase or sale of business interest
• Going public
• Spin-offs
• Stock issuance
• Transaction analysis

To discuss possible services that our business valuation experts can offer you and your organization or to find out more information regarding these services e-mail tal@brookslodden.com.