Travel Industry Appraisals & Acquisitions
Travel Agency Appraisals
Jeff has nearly three decades experience assisting travel agencies, CPAs, and financial advisors in determining travel agency value and worth. The valuations are conducted in conjunction with travel agency mergers, acquisitions, and sales related to domestic proceedings, tax and estate planning purposes, and Internal Revenue Service issues. He has also been retained to testify as an expert witness in federal and state courts throughout the country with respect to travel agency evaluations.
Travel Agency Appraisal Form
(This is a link to a form in Word document format)
Travel Industry Acquisitions
Jeff’s extensive travel industry knowledge and expertise provide his clients with critical information needed to avoid common acquisition mistakes related to a number of key elements, including but not limited to:
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purchase price and structure of sale |
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restrictive covenants |
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confidentiality agreements |
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key personnel employment agreements |
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client notifications |
| In the acquisition arena, Jeff works with his clients to determine such core assessments as: |
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Can the buyer close the office of the seller and save that overhead without losing substantial business? |
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How much of the book of business is generated by independent contractors and what commission is being paid? |
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How much business is currently on the books and how will that be handled at closing? |
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How much of the business is with the buyer’s preferred suppliers? |
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What GDS contract does the agency have and how much time is left on the agreement? |
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Does the selling agency have employment agreements with any employees and/or restrictive covenants? |
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