Censeo Advisors, LLC

cannot pay more than adequate consideration (i.e. fair market value (FMV)). and the propose this definition of adequate consideration.
“The price at which an asset would change hands between a willing buyer and a willing seller when the former is not under any compulsion to buy and the latter is not under any compulsion to sell, and both parties are able, as well as willing, to trade and are well-informed about the asset and the market for that asset.”
Ref: Title I of ERISA and the U.S. Department of Labor (“DOL”) Proposed Regulation Relating to the Definition of Adequate Consideration (Prop. Reg. Section 2510.3-18(b)(2)(i))

The sector, inclusive of the social assistance and life sciences segments, continues to expand and evolve as a result of regulatory oversight and changing demography. Enhancements in technology are largely directed towards reducing costs and relieving revenue pressure on service providers. An in-depth understanding of each party in the supply chain (e.g., , hospitals, insurers, manufacturers, device manufacturers, etc.) is critical to accurately assessing value.

Our professional staff is active in both the tax and valuation fields. Our tax planning and compliance experiences include, among others:
• Estate and gift tax planning and compliance
• C-to-S corporation elections
• Intercompany transfer pricing
• Charitable contributions
• Deferred compensation
• Buy-sell agreements
• Restricted stock and blockage discounts
• Fractional interests
Contact us for your tax planning and compliance needs at censeoadvisors.com

Meet Josiah. Josiah Butler joined us in 2022 as a Valuation Analyst. As part of the Transaction Advisory Services team, Josiah performs valuation modeling, financial statement analysis, client document and data management, report writing, and more. When he’s not busy with client work, Josiah enjoys canoeing, fly fishing, running, playing pool and spending time with his cats.

From original equipment manufacturers to commercial and consumer vehicle , the ebb and flow of the industry is securely fastened to disposable income levels, oil and gas prices, interest rates, technological innovation, marketing success, and overall economic performance. Our team members stay on top of current trends and issues that face this highly-competitive industry.

Whether the engagement purpose calls for transaction advisory expertise, litigation support, taxation planning and compliance, or financial reporting, we provide an objective, independent, professional work product drawing on our extensive corporate finance and accounting knowledge and experience.

Our office will be closed for Labor Day on Monday, September 2. We wish you all a safe and enjoyable holiday weekend!

Just in case you’ve ever wondered. No matter how you say it, we’re here for you. Contact us for your financial advisory, business valuation, or forensic analysis needs.

Our ability to serve clients with excellence rests solely on the expertise of our staff. We are proud to be a team of professionals who belong to the top accreditation and educational organizations in the field. We serve in leadership positions for local and national litigation support and valuation services organizations. And we are frequently sought after to address audiences on various forensic and valuation services topics.

We see several new followers, so allow us to re-introduce ourselves. We’re Censeo Advisors - a professional services firm delivering proven business , advisory, and forensic analysis services. Our professionals work with clients in numerous industries, ranging in size from start-ups to Fortune 500 corporations, located throughout the country. Get to know us or schedule a consultation at censeoadvisors.com .

We're looking forward to the 2024 ASA ESOP Virtual Conference next month, where our Manager Director, Adrian Loud, will be presenting. We hope to see you online!

We're looking forward to attending The ESOP Association's 2023 Employee Owned Conference in Las Vegas tomorrow through Friday. Adrian and Rhett are excited to build connections, gain valuable insights, and hear from a dynamic slate of speakers presenting on various industry trends and hot topics. Will you be there?
https://youtu.be/AJiI2AcPv1Y?si=xy9l-_vf94oGSXR3

Join Us for Employee Owned 2023!