Case Study: Successful Partnership Buyout Through Creative Transaction Structuring

Client Profile Industry: Digital educational resources provider Company Size: Approximately $1 million in annual revenue Years in Business: 13 years Geographic Location: Pacific Northwest Ownership Structure: S Corporation Valuation Purpose: Partner transaction and buyout The Challenge Sun Business Valuations was engaged to perform a business valuation for a partnership buyout in what initially appeared to…

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Case Study: Navigating Complex Charitable Donation Valuation for High-Stakes Tax Compliance

Client Profile Industry: Real Estate Investment Asset Size: $25 million Geographic Location: New York City area Ownership Structure: Investment entity created for lending purposes Valuation Purpose: Charitable donation tax reporting and Form 8283 compliance   The Challenge Sun Business Valuations was engaged for a highly specialized and complex valuation that most firms would decline to…

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