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Terryl Peterson CFO

Terryl Peterson CFO Services

Header Right

  • Email
  • LinkedIn
  • Home
  • About Terryl
  • Email Signup
  • Services
    • Business Valuation
    • Strategic Plan Development and Implementation
    • Business Plan Development
    • Exit Strategy Development and Planning
    • Fractional CFO Services
    • Budgeting and Forecasting
    • Business Owner Coaching & Education
  • Articles
  • Contact

Business Valuation


There are many reasons for a privately owned business to have a business valuation.  At some points they are required by another party – like the Internal Revenue Service.  At other times it is for the benefit of the business owner or owners

  • As a tool for planning a business acquisition or sale
  • As a tool for long term planning, including exit strategy planning
  • To comply with an Operating Agreement or a Buy-Sell Agreement to complete an internal ownership transfer
  • When offering stock options as compensation for employees, a privately held business is required to have a valuation to comply with Section 409a of the Internal Revenue Code at least every 12 months or with every new funding round
  • To value the business interest of a deceased taxpayer on the estate tax return


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Contact Me

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Contact Information

Terryl Peterson
(970)-759-3876
terryl@terrylpetersoncfo.com

Highlights

  • Business Valuation
  • Strategic Planning
  • Cash Flow Planning
  • Planning & Forecasting
  • Fractional CFO
  • CFO Services
  • Profit Maximization
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