VALUATION SERVICES

VALUATION SERVICES

OUR VALUATION CONSULTING SERVICES

The focus of our valuation and consulting services typically fall into one of the follow categories:

FINANCIAL VALUATION SERVICES

  • Financial Reporting
    • Purchase Price Allocations (FASB ASC 805)
    • Stock and Stock Option Valuations (FASB ASC 718)
    • Intangible Asset and Goodwill Impairment Evaluations
      (FASB ASC 350 & 360)
    • Private Equity Compliance Valuations (FASB ASC 820)
    • Fresh Start Accounting Valuations
  • Enterprise and Equity Valuations
  • Complex Capital Structure Equity Securities
  • Estate Planning
  • Start-Up Company Valuations
  • Solvency, Surplus and Fairness Opinions
  • Trademarks, Patents, Customer Lists and other Intellectual Property
  • Estate Planning
  • Transfer Pricing
  • Tax Reporting
    • IRC Sections 338 (H) (10) & 1060 (Purchase Price Allocation)
    • IRC Sections 482 (Transfer Pricing)
    • IRC Section 409 (Stock Options)
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FAIRNESS OPINIONS AND SOLVENCY OPINIONS

In order to support a board of directors and top management, we are regularly requested to perform fairness, solvency and surplus opinions to support the payment of dividends to shareholders and for capital restructuring.

Fairness Opinions
Solvency Opinions
Capital/Dividend Surplus Analysis

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INTELLECTUAL PROPERTY VALUATIONS

In many cases, the intellectual property of a company can be its most valuable asset. We conduct intellectual property valuations for purchase price allocations and lending purposes. Some of the more common Intangible assets valuations include;

Trademarks, Trade Names, Brands
Patents, Technology, Software, Databases
Customer Relationships
Non-Compete Agreements
Copyrights
Transfer Pricing
(IRC 482)

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TANGIBLE PROPERTY VALUATIONS

Machinery and equipment, real estate, inventory, vehicles and other physical income producing assets are rarely stated at market value on a balance sheet. Our machinery and equipment and real estate appraisers conduct valuations of tangible assets for purchase price allocations, loan impairment testing, lending and insurance engagements.

Commercial and Industrial Properties and Related Equipment
Cost Segregation Studies
Lending for both Real Estate and Machinery and Equipment
Insurance – Replacement Cost
Fair Market Value, Orderly Liquidation Value, Forced Liquidation Value

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