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Business Valuation Appraisal Guides & Insights
Expert guidance on business valuation valuation — what drives value, when you need a USPAP-compliant appraisal, and how the process works.
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California Business Personal Property Tax: What San Francisco Owners Must Report on Form 571-L
San Francisco businesses must file Form 571-L every year to report furniture, equipment, and fixtures for business personal property tax, and missing the April 1 deadline triggers a mandatory 10% penalty. This guide covers what to report, key deadlines, the $4,000 low-value exemption, and how an independent appraisal supports an assessment appeal.
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SDE vs EBITDA in Business Valuation: Which Metric Fits Your San Francisco Company?
SDE and EBITDA measure a business's earnings differently, and using the wrong one in a valuation can shift the concluded value by tens of thousands of dollars. This guide explains which measure fits owner-operated San Francisco businesses versus professionally managed ones, and why the choice changes the multiple a buyer will pay.
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IRS Qualified Business Valuation and Estate Tax Rules for San Francisco Owners
California has no state estate tax, but a closely held San Francisco business can still push an estate over the federal exemption line. Here is when Form 706 requires an IRS-qualified business valuation and what that appraisal must contain.
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Business Valuation in a California Divorce: How Community Property Splits a San Francisco Business
Business valuation in a California divorce turns on when the business grew, not just what it's worth today. This guide explains the community property rules, the date-of-separation pivot, and how Pereira and Van Camp apportion growth between spouses.
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