Law Office of Joshua A. Lowenthal, PLC

The Law Office of Joshua A. Lowenthal represents clients from all walks of life throughout the State of Michigan.  My firm has experience in all Estate Planning, Business, Tax, and Tax Controversy matters.  I represent taxpayers in civil litigation against the Internal Revenue Service (IRS) and state taxing authorities.

Owner

myruck

General Counsel

Clark Hill Law

Associate Attorney

KPMG

Associate

Plante Moran

Tax Staff, National Tax Office

WHAT I DO: I help entrepreneurs, solopreneurs, and small business owners protect their brands and businesses, allowing them to protect their business, grow their customer base, and do what they do best. . . run their business. 

HOW I DO IT: I do this by advising my clients on legal structuring, and tax planning and helping my clients form business entities to protect their assets. 

WHY IT WORKS: When a business owner forms their legal entity and has lawyer-approved contracts with their employees, contractors, and vendors, the business can operate with confidence and purpose. In turn, this positions the business as a legitimate company ready to serve its customer base. Separation of personal and business provides authority and legitimacy. 

WHO I WORK WITH: I’ve worked with businesses of all sizes, new start-ups, companies with 5-50 employees, and Fortune 1000 Corporations. I provide clear, actionable ideas using my relatable approach to business formations and tax planning.

READY TO TALK? Reach out to me directly here on LinkedIn or visit my website www.joshualowenthal.com

 Areas of Practice: Business Formations / Tax Controversy / Tax Planning / Tax Structuring / Corporate Governance / Mergers & Acquisitions 

Social Links
•	Website: www.joshualowenthal.com
•	X: www.x.com/joshualowenthal
•	Facebook: www.facebook.com/mivirtualatty

Josh Lowenthal

On Saturday I'm wrapping up my three-part series on entity selection. 

Be sure to get on the list so you don't miss it:

➡️ smb.joshualowenthal.com

JSESSIONID

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Talks about #tax, #llcformations, #taxlitigation, #michiganlawyer, and #businessformations

smb.joshualowenthal.com

The Law Office of Joshua A. Lowenthal, PLC

Lawyer ⚖️ | 💰Tax Planning | 🚀M&A | Helping you build your business empire by acquiring your next SMB.

Just a friendly reminder that not all tax planning is good tax planning.

Peak Business Valuation, LLC

Peak Business Valuation is a national, independent business valuation, machinery & equipment appraisal, quality of earnings, and feasibility studies firm located along the Rocky Mountains in Utah. 

Our team provides over 1,345 business valuations and over 100 machinery & equipment appraisals a year. 

With our in-depth experience in performing business valuations for small businesses across the country, we can provide you with the services you need.

Peak Business Valuation's primary focus is providing business valuations and machinery & equipment appraisals to SBA Bank lenders.

In addition, Peak provides valuation services for mergers & acquisitions, estate planning, divorce, partnership buyouts, disputations, litigation, and financial reporting.

Managing Partner

Forbes Business Council

I am proud to be a member of the Forbes Business Council, where I contribute as an author and business leader. My career has been dedicated to advising individuals, particularly in the realm of business valuation, where I help them understand value for transactional purposes. I take pleasure in being a trusted source of knowledge for buyers and sellers of businesses, SBA lenders, investors, startups, and business enthusiasts, offering insights and ideas that help advance their learning and success!

Official Member & Contributing Author

Vizion Capital

Partner

notis

Investor

Hutch Capital

Utah concrete

Epic Valuations, LLC

Provides valuations for tax, financial reporting, and transaction advisory.

Economics Partners

- Advised on the value of equity interests for purposes including corporate planning, ownership transactions, recapitalization, mergers and acquisitions, estate and gift taxation and ESOP reporting compliance.
- Performed financial modeling and valuation analysis with an emphasis on comparable company analysis, precedent transaction analysis, and discounted cash flow analysis.
- Built in-depth financial models to produce projections and evaluate company structure and performance.
- Constructed 900 valuations models and acted as Senior Analyst/Finance Manager on 650 valuations 
- Oversaw the preparation of over 250 SBA business valuation engagements
- Authored reports detailing the assumptions, analysis, and indicated value conclusion.
- Maintained relationships with hundreds of clients while providing additional services that lead to financial consulting services.
- Acted as a technical advisor to junior colleagues in valuation matters. 
- Identified opportunities for new growth, reaching out to potential partners and developing long-term relationships.

Finance Manager

- Advised on the value of equity interests for purposes including corporate planning, ownership transactions, recapitalization, mergers and acquisitions, estate and gift taxation and ESOP reporting compliance.
- Performed financial modeling and valuation analysis with an emphasis on comparable company analysis, precedent transaction analysis, and discounted cash flow analysis.
- Built in-depth financial models to produce projections and evaluate company structure and performance.
- Authored reports detailing the assumptions, analysis , and indicated value conclusion.

Financial Analyst

Deloitte

Prepared federal, state and local income tax returns for high-net worth individuals, trusts, pass-through entities, REITs and corporations. Assisted in a tax provision for a tech company in accordance with U.S. GAAP. Reconciled various stock option transactions to payroll reports for 3,000 employees of a social media company.

Tax REIT Consultant II

Global Financial Advisors

Student-led $750k long, value-oriented fund, with personal coverage over Industrial Conglomerate Industry. Small-cap and large-cap equity research involving forecasted performance, complete valuation (using DCF, relative value, and liquidation methods), and buy/sell/hold recommendations. Performed company and industry research and wrote reports to supplement the analysis.

Developed PowerPoint presentation for Board Directors. Constructed an Excel Workbook, containing a forecast tab, a ratio tab, and a valuation tab that were laced with VBA, Excel formulas, and BDP.

Equity Research Analyst

Managing Partner @ Peak Business Valuation | CPA, ABV, AM, CMEA | SBA Business Valuation

Ryan Hutchins is a Managing Partner at Peak Business Valuation, LLC, a national firm that provides business valuations, equipment appraisals, feasibility studies, and quality of earnings for small businesses. Ryan holds the CPA, ABV, AM, and CMEA credentials, which demonstrate his proficiency and expertise in accounting, valuation, and equipment appraisals.

Ryan's core competencies include performing SBA 7(a) loan business valuations, secondary opinions for partnership buyouts and business acquisitions, and gift and estate valuations. 

He is passionate about helping people understand the value of a business, whether they are looking to buy, sell, or grow a business. 

He leads a team that delivers over 1,100 business valuations and over 150 equipment appraisals a year, with a focus on quality, accuracy, and customer satisfaction. 

Ryan is also an investor and a published photographer, which showcase his entrepreneurial spirit and creative vision.

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Ryan Hutchins, CPA, ABV, AM-BV, CMEA 📌SBA Business Valuation Rockstar💥

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The Battle

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Ryan Hutchins, CPA, ABV, AM-BV, CMEA 📌SBA Business Valuation Rockstar💥

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