Business Valuation

Business Valuation Services

MBK has the knowledge and experience to help you plan and optimize the value of your business, as well as perform business valuations, financial forensics and other related advisory services.

For What It’s Worth

At MBK, we serve individuals, privately-held businesses, not-for-profit organizations, and family-owned businesses. Determining the worth of your business is a necessary step in a number of significant events over the course of your business’s life cycle. Meyers Brothers Kalicka, P.C. has certified valuation analysts who are members of the National Association of Certified Valuation Analysts (NACVA).

Ready to get started?

Call us at (413) 536-8510

Business Valuation Accounting Services

Business valuations are often indicated when you are considering:

Mergers and acquisitions

Gift tax issues

Buy/Sell agreements

Estate tax issues

Stockholder disputes

Divorce Proceedings

In these circumstances, having the trained, objective, and credentialed experience of a certified public accountant with the certified valuation analyst designation can be beneficial from a number of perspectives. These individuals are most qualified to work with you and understand your unique circumstances and objectives and establish the most credible process for a certified business valuation.

Work With Our

Experienced Accounting Team

Submit any inquiry or request for proposal (RFP) below.

Business Valuation Insights

Bad Debt Deductions

By Sarah Rose Stack • 15 Apr, 2024

The tax code allows an individual to claim a deduction for business debts that have become worthless. But qualifying for the deduction may be more complicated than one would think. In a recent case, the IRS denied more than $17 million in bad debt deductions on the grounds that the advances in question represented equity rather than debt, hitting the taxpayer with millions of dollars in taxes and penalties. This article recounts the U.S. Tax Court case Allen v. Commissioner. Allen v. Commissioner (T.C. Memo 2023-86).

Deducting Business Travel Expenses: A Refresher

By Sarah Rose Stack • 01 Apr, 2024

During the COVID-19 pandemic, business travel nearly came to a halt. Today, it’s on the rebound, as “Zoom-fatigued” executives craving face-to-face interaction hit the road again. With more people getting out of their offices, now is a good time for a refresher on the tax deductibility of business travel expenses. This article explores what’s considered one’s tax home and what expenses are deductible. A sidebar explains the deductibility rules when a business trip is mixed with pleasure.

Making Distinctions May Create Tax Savings for Owners of Rental Real Estate

By Sarah Rose Stack • 01 Apr, 2024

The 20% qualified business income (QBI) deduction is available for income from an eligible trade or business, but it isn’t available if that same property is classified as an investment. This article points out that it’s worth considering whether an owned rental property meets the definition of a trade or business under IRS requirements. It also explains that determining whether rental real estate activities qualify for the QBI deduction is a complicated undertaking and is likely to require the services of a tax professional.