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We believe valuations are crucial for informing decisions about your most significant financial assets. Our we have performed hundreds of valuations in fair value and financial statement reporting, mergers and acquisitions, gift and estate taxes, partner admissions, and litigation.
We also value business enterprises, common and preferred stock options, partnership and LLC interests, private party promissory notes, and fractional interests in real property. Asset valuations include patents, licenses, customer lists, trademarks, trade names, and personal goodwill. Our specialized teams have unique expertise across various industries.
Succession planning and estate reporting can be complex, especially with increased IRS scrutiny of estate and gift tax valuations. With the significant accreditation professionals and experience in valuing businesses, equity, debt and promissory notes, fractional interests in real estate, intellectual property, and complex securities across various regions, industries, and disciplines an experienced valuation advisor can navigate these challenges and defend opinions. We serve trust and estate attorneys, high-net-worth individuals, family offices, trustees, tax accountants, and asset managers. We support informed financial decisions to ensure IRS compliance, and assist with ownership transitions and wealth preservation.
Well supported application of private equity discounts such as non-marketability, minority or non-controlling, and non-voting.
Limited liability entities that are operating or for asset holding with unique considerations for partnership and operating agreement provisions.
We help individual and business owners, in concert with their professional advisors work through planning for ownership transitions with first look valuations that can easily be updated for tax reporting compliant valuation reports at a later date if needed. Giving you the greatest flexibility with your planning budget.
Fixed income assets such as promissory notes and notes receivable may not have a market rate of contractual interest that lead to a fair market value different than the face amount.
Unlike a minority interest in a business, the legal rights of fractional interest holders has impacts on the fair market value of that interest.
Equity compensation may take many forms, such as stock options, profit-interests, phantom stock, or stock appreciation rights. Either way, we can help determine value for a variety of reporting purposes like Internal Revenue Code (IRC) Section 409A or ASC 718.
We are familiar with a wide array of intangible assets or goodwill that may need to be evaluated annually or for a possible impairment event either qualitatively or quantitatively.
Combining businesses means more than merging operations. Opening balance sheets need to reflect the fair value of all assets and liabilities to comply with GAAP, in particular identifiable intangible assets
With experience and access to premium market data sources, we can help determine market participant assumptions for determining an exit-price of assets or liabilities as described in ASC 820 may require. Accounting guidance such as ASU 2016-01 lead to additional requirements for fair value disclosures regarding financial assets or liabilities
We have worked with external auditors from Big 4 and large regional firms to help finance teams issue financials on time and work through complex fair value issues. The Financial Accounting Standards Board (FASB) frequently issues new Accounting Standard Codification (ASC) sections that may impact your financial statements. Whether this involves a business combinations, issuing stock options, or holding intangible assets, your company may need a valuation for financial reporting. Our valuations offers credible and defensible analyses to help you meet these reporting needs on time and on budget.
We provide timely, sophisticated advice to maximize shareholder returns and manage risk. Our extensive valuation and transaction expertise helps clients make strategic decisions by linking performance, finance, and strategy to value creation. Our services include dynamic financial modeling, investment value considerations, and future cash flow analysis. We serve CFOs, CAOs, corporate development teams, and private owners. Leveraging predictive and prescriptive analytics, we help businesses understand data, verify assumptions, and make informed decisions, enhancing efficiency.
Understand the potential intrinsic or investment value of your business as is or with the synergies that the right buyer my bring to be best positioned to capture full deal value.
With access to hundreds of industry specific reports and the relevant sector experience we can provide important insights for your critical decisions.
Want to know where the market is currently for valuation multiples and deal flow? We can help.
Identify the key metrics and value drivers that impact the current and future value of your business.
Capital planning and debt financing decisions can hinge on anticipating potential cash flow problems. We can help anticipate issues with modeling free cash flow.
Objective mark to market valuations for investments in growing and mature operations that require more complex valuation approaches
Flexible approaches to early-stage venture portfolios with companies needing a diverse approaches given timing of last financing, complex capital structures, and milestone progression.
Fair value reporting may require portfolio company related derivatives such as options and warrants to be marked to a value other than intrinsic.
We have experience with a number of fixed income portfolio types where there is no applicable market exchange and more complex valuation approaches are needed beyond matrix pricing.
Experience with hundreds of funds ranging from angle investors, venture capital, growth equity, buyout & LBO, and mezzanine funds