What I Do
Valuing family businesses for sales, gifts, and estate settlement is my specialty. Transitioning the family business is often a once-in-a-lifetime event. Many of my clients are stressed when they reach out and it’s okay if you are too. I’ve done this before (testimonials here). You may have questions about:
- How to keep the business in your family
- How to handle offers to buy the business
- How to find out if the business will support retirement
- How to gift the business to family members
- How to comply with the IRS
- How to minimize estate taxes
- How to administer the business after death
- How to improve profitability
- How to lower risk
- How to increase growth
You may also be dealing with family conflict, physical or mental decline, and grief. I’ve worked with clients who faced these issues. I’m here to listen, answer your questions, think through solutions, and value your family business if needed. Reach out to me here:
Call me 217-649-8794
Send me an email
What the Finished Product Looks Like
You can review one of my sample reports here.
You can subscribe to my blog with weekly advice here and review all my blog posts here.
My Expertise and Credentials
Highlights:
- CPA since 1999
- CVA (Certified Valuation Analyst) since 2008
- NACVA Instructor of the Year 2024
- NACVA Standards Board Chair 2021-2022
- Testifying experience
You can review my detailed experience, training, and publications on my curriculum vitae here.
Do I Provide Other Services?
Yes. I also assist attorneys with business valuations in divorce, litigation, and shareholder disputes. My Attorneys Only page is here.
Fees
Fees are generally billed by project with estimates prepared upfront unless it is undefined. Billing begins after we determine the scope of your project and agree to work together.
Ready to Talk?
Call me 217-649-8794
Send me an email
If you’re not ready, that’s okay. Sign up for my blog and connect with me on LinkedIn, Facebook, Twitter, YouTube and Instagram now so you can start building value until you’re ready to talk.
Thanks,
Josh
“Once-in-a-lifetime events demand an expert.”
Josh Horn, CPA, CVA
217-649-8794
[email protected]
hornvaluation.com