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Featured Article

Valuations for Businesses and Family: Is it Time to Schedule Yours?
Do you know how much your business is worth?  If you were to put it on the market today, how would you know which price is fair? If you were planning on buying your partner's share of the business, how would you remove doubts and come to a deal that benefits everyone?             If your business is in transition, it might be time to think about deploying an important tool: a business valuation. Knowing the true worth of your business can help you plan properly and make better decisions. Our team provides this service for many of our business clients. Marty Fox, Principal and CPA, leads our valuation analyst team. He holds both Accredited in Business Valuation and Certified Valuation Analyst designations and is one of only a handful of qualified business appraisers in the Modesto-Stockton area.  Marty began performing business valuations more than 15 years ago because he saw the natural connection between profitability consulting and valuations. The purpose of his consulting work is to increase profitability and lower business risks. Most business valuations operate under one core principle: The lower the risk, the higher the value; the larger the cash flow, the more valuable the business.  "Understanding what drives business value made me a much better business advisor," he says. "Ultimately, we want to build our clients' nest eggs."   Grimbleby Coleman typically handles business valuations for one of four reasons:  Reason #1: Estate & Gift These are usually suggested by an attorney to help settle estate and gift tax issues. For example, the IRS requires an appraisal if a person who owns an interest in a business dies or if the owner wants to make a transfer. The main purpose is to establish the amount of any estate or gift taxes due. A valuation can also save you a lot of taxes when transferring partial business interests. Reason #2: Succession Planning If you're a business owner who wishes to transfer part of a business to a family member or other individual, we strongly recommend a valuation to determine a fair market price. Once the price is determined, you and the receiving party can decide how to establish terms that make sense. "When it comes to family succession planning, the valuation serves as a starting point to minimize future conflicts," Marty says. Reason #3: Sale or Purchase of Business If you're looking to buy or sell a business or your interest in a business, our team can represent the buyer, the seller, or both. As consultants, we can provide a strategic review of financial statements, owners' compensation, or rents and other personal expenses that are being run through the business. We pay particular attention to buried perks and use industry benchmarks to analyze financial performance.   Reason #4: Buy-Sell Agreements A valuation is often required when a transfer of ownership is subject to a buy-sell agreement between the partners or shareholders. These agreements commonly cover transfers due to death, disability, or retirement of one of the owners. We often help advise both parties on the sale as an independent third party.  If you have any questions regarding business valuations, our team would be happy to assist.  Please contact Marty at 209-527-4220 or 

Featured News

Debbie Sanders and Lisa Mazza Will Walk for a Cause!

      Lisa Mazza and friends at the

      Nike Half Marathon last year

Lisa Mazza, CPA and Principal, and Debbie Sanders, CPA and Senior Associate, will walk with a special purpose for the Leukemia and Lymphoma Society's (LLS) Team In Training (TNT). 

Lisa will compete in the Nike Women's Half Marathon in San Francisco on Oct. 18 and Debbie will compete in the Portland Half Marathon on Oct. 4.  Not only will they walk in honor of family members and friends, they will walk in honor of our colleague, Galen Gray, CPA, who passed away on June 25 after a brief, yet valiant, battle against cancer.

Debbie Sanders and friends at last year's race!      

Lisa and Debbie would like to raise $2,100 from our GC team and friends. Watch for fundraising opportunities such as office golf and homemade breakfast burritos! The $2,100 they would like to raise is significant because it represents the 210-mile John Muir Trail between Yosemite and Mount Whitney that Galen loved so much. Galen was an avid hiker, so Lisa and Debbie will use a map of the trail to show their fundraising progress.  

Click here for Lisa's fundraising page and here for Debbie's page. 

Featured Staff

Manoj joined Grimbleby Coleman as an Associate after four years in banking and 2 years in the transportation industry. In this role, he assists with tax planning engagements and business returns and greatly enjoys seeing his client relationships morph from professional to friendship. Manoj holds a Bachelor of Science in Business Administration with a concentration in accounting from California State University, Stanislaus. 

A long time Livingston, California resident, Manoj stays very active in his community. He's been involved with Livingston Rotary, was a Livingston Planning Commissioner, and a Livingston Medical Group board member. He also volunteers at the Livingston Guru Sikh Mission. "And I would like to get involved with other organizations in the future." 

In his free time, you might find Manoj traveling, enjoying time with his daughter, or relaxing with friends and family. 

His favorite number is 21. "My dad, brother and I were all born on the 21st." How's that for a coincidence? 

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