Experienced business valuation analyst and expert witness with a public accounting background. Establish value for an entire or partial interest in a closely held business or professional practices. Our valuator considers both quantitative and qualitative tangible and intangible factors associated with the specific business. Most small business owners are too busy to give much thought as to how they will exit their business.
There is generally a buy/sell agreement that was drafted when the business was formed. We provide consulting on a variety of business matters such as bonus compensation calculations, projections for specific projects, corporate governance structure, family business issues to name a few. A CPA and business valuation expert can provide valuable services to attorneys and businesses involved in litigation.
The CPA brings business, accounting and tax knowledge that the attorney may be lacking. My article, "Valuing Small Private Companies for ESOP Transactions: A Practical Guide, " was published in the September/October issue of the The Value Examiner.
There is generally a buy/sell agreement that was drafted when the business was formed. We provide consulting on a variety of business matters such as bonus compensation calculations, projections for specific projects, corporate governance structure, family business issues to name a few. A CPA and business valuation expert can provide valuable services to attorneys and businesses involved in litigation.
The CPA brings business, accounting and tax knowledge that the attorney may be lacking. My article, "Valuing Small Private Companies for ESOP Transactions: A Practical Guide, " was published in the September/October issue of the The Value Examiner.
Services
Judy O'Dell is President of O'Dell Valuation Consulting LLC CPA.
She has over 40 years of public accounting experience starting with a local firm in Iowa, moving to the Philadelphia office of a national firm and then to several local firms, serving as managing director of Beucler Kelly & Irwin in Wayne, PA for 13 years.
During her career she provided audit, accounting and tax services to private closely held and family businesses.
In 2000 she obtained the Certified Valuation Analyst (CVA) designation.
She has over 40 years of public accounting experience starting with a local firm in Iowa, moving to the Philadelphia office of a national firm and then to several local firms, serving as managing director of Beucler Kelly & Irwin in Wayne, PA for 13 years.
During her career she provided audit, accounting and tax services to private closely held and family businesses.
In 2000 she obtained the Certified Valuation Analyst (CVA) designation.
Assisting a manufacturing company to derive a calculation for the value of the business to be used in a buy/sell agreement.
Also working with the company's insurance agent to determine the proper amount of life insurance to fund the buy/sell agreement.
Valuing a service company and structuring a formula for a younger minority shareholder to buy a more stock from the majority shareholder.
Valuing a service company so that a son and key employee could buy in over time.
Working with the owner to prepare projections to make sure that the company could afford the proposed plan.
Also working with the company's insurance agent to determine the proper amount of life insurance to fund the buy/sell agreement.
Valuing a service company and structuring a formula for a younger minority shareholder to buy a more stock from the majority shareholder.
Valuing a service company so that a son and key employee could buy in over time.
Working with the owner to prepare projections to make sure that the company could afford the proposed plan.
In hiring someone to perform a business valuation, a business should look for someone with a recognized credential.
NACVA confers the Certified Valuation Analyst (CVA) designations.
To earn this designation, one must hold a valid CPA license or meet other experience and educational requirements, compete a 5 day training course and pass a 4 hour proctored exam and a 60 hour comprehensive take home exam which includes a case study and report.
To maintain the certification the CVA must complete 36 hours of continuing education in business valuation topics every three years and participate in NACVA's quality enhancement program.
NACVA confers the Certified Valuation Analyst (CVA) designations.
To earn this designation, one must hold a valid CPA license or meet other experience and educational requirements, compete a 5 day training course and pass a 4 hour proctored exam and a 60 hour comprehensive take home exam which includes a case study and report.
To maintain the certification the CVA must complete 36 hours of continuing education in business valuation topics every three years and participate in NACVA's quality enhancement program.
O'Dell Valuation Consulting, LLC provides consulting on a variety of business matters such as bonus compensation calculations, projections for specific projects, corporate governance structure, family business issues to name a few.
Judith H. O'Dell uses her experience as managing shareholder of a successful accounting practice, CFO of a family hotel and restaurant business and over 40 years experience dealing with closely held and family businesses in helping clients to solve business problems.
Judith H. O'Dell uses her experience as managing shareholder of a successful accounting practice, CFO of a family hotel and restaurant business and over 40 years experience dealing with closely held and family businesses in helping clients to solve business problems.
Most small business owners are too busy to give much thought as to how they will exit their business.
There may even be life insurance in place to fund the buy/sell in the event of the death of one of the owners.
Good business practices dictate an "annual checkup" on various business matters like corporate minutes, shareholder meetings, planning sessions and other corporate matters.
As a practical matter, this rarely happens in closely held businesses.
When engaged to assist with succession planning we first develop an understanding of the issues and problems review the various corporate documents.
There may even be life insurance in place to fund the buy/sell in the event of the death of one of the owners.
Good business practices dictate an "annual checkup" on various business matters like corporate minutes, shareholder meetings, planning sessions and other corporate matters.
As a practical matter, this rarely happens in closely held businesses.
When engaged to assist with succession planning we first develop an understanding of the issues and problems review the various corporate documents.
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