More than just numbers.

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1 More than just numbers.

2 Part art. Part science. All peace of mind. ValuQuest provides services for the valuation of complete businesses and business segments, as well as the interests of business owners and management, and their advisors. Business owners spend years building and investing in their organizations, and there can be many reasons why, at some point, the need arises to obtain a valuation. ValuQuest delivers a valuable management tool that can shape the future of a company, and can be used for the establishment of buy/sell agreements and employee stock option plans; estate and gift planning; determining the adequacy of life insurance; business succession planning; purchase and sale price negotiations; purchase price allocations; and much more. Why ValuQuest? Unlike many other business valuation firms, the ValuQuest team is composed of business valuation experts who are CPAs, not CPAs who do business valuations. That s an important difference, because valuations are our sole focus, and our accountant DNA gives us unique perspectives that create more insight and more opportunity to deliver a business valuation that s based on a 360 degree view of your business more than just numbers! Our valuation professionals are widely respected and hold highly regarded designations, including: Accredited Senior Appraiser (ASA) Accredited in Business Valuation (ABV) Certified Public Accountant (CPA) Certified Valuation Analyst (CVA) Accredited in Business Appraisal Review (ABAR) Certified Forensic Financial Analyst (CFFA) Certified Business Appraiser (CBA) These designations, among others, represent the highest standards in the valuation and accounting industries. It is this specialized training and our extensive experience that enable ValuQuest professionals to fulfill the valuation requirements associated with any appraisal assignment.

3 Transition Planning During the next 20 years, trillions of dollars in business ownership will transition. Owners will need planned, controlled strategies to both exit their businesses and pass the torch. These are two very distinct events. We know how important it is to a business owner to smoothly transition his/her ownership, preserve the legacy of their business, and at the same time take care of their company, family and employees. That s why our ValuQuest team works closely with the owner, offering step-by-step support that is needed throughout the transition process. Even the most successful business owners need to address critical issues when it comes to transitioning businesses to their children, partners, or new owners. ValuQuest can: Minimize the time required for this complex task Allow you to stay focused on your business Make sure it is ready for an efficient/smooth transfer in the future Present you with a variety of options that are designed with your goals in mind Coach you in how the process will or can evolve Meet with the family, the management team, or both, providing explanation, education, and guidance today, and for years to come Brotherly Settlement The ValuQuest team assisted a family in dividing family assets equitably between three brothers with various talents and business involvement. Ultimately preserving the business and the family. We will help you develop and execute a plan that: Properly values your company so you don t leave hard-earned wealth on the table Minimizes taxes Maintains control over the process by being proactive, rather than reactive Enables you to control how and when you leave Ensures that you achieve your business and personal goals Has strategic options from which to choose in order to reduce uncertainty for your family and employees Fair Value With increasingly complex fair value reporting standards and heightened scrutiny from auditors and regulatory bodies, in-depth knowledge in the fair value arena is imperative in order to satisfy the requirements of a growing number of interested parties. Gone are the days when a single standard of value such as fair market value put valuation professionals on a level playing field. Today, the need for valuation experts who specialize in fair value for financial reporting purposes has created an additional playing field that requires specialized expertise the type of expertise provided by the valuation professionals at ValuQuest. Our services for fair value financial reporting include: Fair value valuations Goodwill impairment testing Purchase price allocations Long-lived asset impairment testing Additional Resources ValuQuest is an affiliate of The Bonadio Group - a group of accounting, tax, business advisory, and personal financial services companies offering a full complement of financial and business consulting services. The Group includes Bonadio & Co., LLP, a nationally ranked Top 100 CPA firm. As an affiliate, ValuQuest has access to nationally recognized experts in: Business Planning and Consulting Exit Planning Personal Financial Planning Fraud and Forensics Purchase Price Allocation/Fair Value Valuations ValuQuest provided valuation consulting services and purchase price allocations in accordance with Accounting Standards Code (ACS) 820 and 805 for international paper manufacturing concerns, as well as a family of multi-regional home healthcare service providers.

4 Litigation Unfortunately, in today s world, litigation has become a cost of doing business. ValuQuest consultants and testifying experts understand the complexity of personal and business disputes, and the importance of position support. Understanding valuation issues is key to winning/resolving litigation matters. In that respect, we provide guidance to: Lawyers Judges Arbitrators Mediators Our litigation support services include: Shareholder disputes Lost profits Business damages Marital dissolutions Family law accounting services Estate disputes Contract breaches Company divestitures Demergers Shareholder Dispute ValuQuest assisted in valuations and expert testimony for both horse boarding and breeding operations where the actions of one shareholder caused the failure of the business. Obtained a judgement of $20M.

5 How ValuQuest business valuation reports are used Our Clients We work with individuals and small-mediumlarge privately held companies. Industries we ve served include: Construction Manufacturing Medical and healthcare Legal Hospitality Non-profit Real estate Movie/TV production Mining Retail Technology/electronics Energy Adequacy of life insurance Buy/Sell agreements Corporate restructuring Determining Sub-chapter S elections and built-in gains Divorce negotiations and settlements Management stock plans Estate planning Federal and state tax planning Financing Financial/business damage Gift planning Mediation and arbitration Mergers and acquisitions Purchases Sales price allocations Segregation of goodwill from other intangible assets and interim testing for impairment Succession planning Litigation support

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