FINANCIAL VALUATION SERVICES

FINANCIAL VALUATION SERVICES

Every financial valuation has its own level of complexity. CVA analysts have the experience of conducting valuations for entities from start-ups to multinational billion dollar corporations. What sets CVA apart is our wide range of valuation experience and the variety of financial valuation services we provide.

SERVICES OFFERED

  • Financial Reporting
    • Purchase Price Allocations
      (FASB ASC 805, FAS 141(R))
    • Stock and Stock Option Valuations
      (FASB ASC 718, FAS 123(R))
    • Intangible Asset and Goodwill Impairment Evaluations
      (FASB ASC 350 & 360, FAS 142 & 144)
    • Private Equity Compliance Valuations
      (FASB ASC 820, FAS 157)
    • Fresh Start Accounting Valuations
  • Enterprise and Equity Valuations
  • 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)

FINANCIAL VALUATION SERVICES

Our financial valuation group knows where to look for value as well as how to quantify that value once it is identified. They also understand the intricacies and implications associated with the various accounting and tax pronouncements underlying the need for detailed and documented value conclusions.

The CVA team is well-versed in the accounting and tax requirements underlying the need for financial valuations. Group members routinely conduct valuations for compliance with FASB 718, 805, 820, 350 and 360 as well as Sections 1060, 338(h)(10) and other relevant provisions of the Internal Revenue Code of 1986, as amended. Also, our financial valuation group is always undertaking other forms of sophisticated financial analyses to assist our client companies in their evaluation of strategic growth or tax shifting opportunities

WE POSSESS A DEEP AND WIDE RANGE OF EXPERIENCE IN MANY INDUSTRIES.

From the valuation of a business enterprise to the valuation of a stock option, from the valuation of an intangible asset to the valuation of a financial derivative, from conducting a solvency evaluation to conducting a fairness evaluation, we have the ability to distill complex assets into their various value components.

Our portfolio of brand valuations include the brands of apparel and accessory designers and manufacturers, food and beverage manufacturers, sporting goods manufacturers, cosmetic manufacturers, vitamin and nutritional supplement manufacturers, boat manufacturers, toy and hobby product manufacturers, magazine publishers, furniture manufacturers and other consumer product manufacturers.

While some of the brands we’ve valued are exposed to a regional audience, others are of national stature in which the brand ranks first, second or third (by market share) in the space in which it competes.

Whether a development stage company or a company with a hundred years of operating history, we can address the financial valuation issues confronting the organization. These items range from the familiar to the complex and have included:

  • The valuation of management rights created through a reverse triangular merger.
  • The allocation of the lump sum purchase price paid for a holding company among its 50+ first, second and third tier subsidiaries.
  • The valuation of seven different classes of membership units, each of which had certain rights and preferences on cash flow distributions and liquidation proceeds.
  • A variety of other analyses designed to establish fair consideration in ongoing transactions between affiliated entities.

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