Our Business Valuation team Delivers on the Promise of providing objective and defensible valuation analyses to its clients.

A privately held business is often the centerpiece of the owner’s life’s work. Therefore, if you are in need of a business valuation, it is essential that you work with a firm that will prepare a thorough, well-reasoned valuation that will hold up in litigation, withstand IRS scrutiny, or be supportable to your auditors. We work closely with business owners, attorneys and other business advisors to do just that.

Strategic and Business Transition Planning

  • Divestitures and redemptions of shareholder, partner and member interests
  • Employee Stock Ownership Plans (ESOPs)
  • Mergers and acquisitions
  • Succession planning
  • Strategic planning
  • Sale of a business
  • Shareholder, partner and member buy/sell agreements
  • Shareholder disputes

Divorce Valuation and Analysis

  • Business valuation and settlement evaluation
  • Marital vs. separate property analysis
  • Asset tracing
  • Forensic analysis
  • Preparation of document requests and document review
  • Income and spousal support analysis

Financial Reporting Valuations

  • Purchase price allocation – valuation of intangible assets
  • Issuance of stock options
  • Goodwill impairment analysis
  • Employee Stock Ownership Plans (ESOPs)
  • Intangible asset impairment analysis
  • Fair value measurements for financial reporting

Litigation-Based Valuations

  • Shareholder disputes
  • Post-transaction disputes
  • Divorce and domestic relations
  • Damages modeling and computations

Merger and Acquisition Valuations

  • Strategic planning
  • Purchase price allocation – valuation of intangible assets
  • Fairness opinions
  • Post-transaction disputes
  • Mergers and acquisitions
  • Divestitures and redemptions of shareholder, partner and member interests

Tax-Related Valuations

  • Appraisals for charitable contributions
  • C to S corporation conversion – built-in gains tax calculation
  • Estate tax planning and compliance
  • Gift tax planning and compliance
  • Issuance of stock options (409A)
  • Related party transactions

The Business Valuation Process

Regardless of the circumstance that necessitates a business valuation, our team follows a detailed process that includes:

  • Thorough analysis and discussions with management regarding the company's historical and projected financial performance
  • Careful study of the qualitative and quantitative factors unique to the business
  • Review of the industry and economic factors that influence the company’s value
  • Determination of appropriate and supportable valuation discounts
  • Synthesizing the results of various valuation approaches to reach a conclusion of value

Our experts have extensive experience with the valuation process and in providing expert testimony. Our team of certified professionals has participated in valuing hundreds of businesses with revenues ranging from thousands to billions of dollars in a variety of industries including retail, professional services, technology, health care services, wholesale/distribution, food service, industrial manufacturing and fabrication, construction, staffing, waste management and automotive, as well as holding company/estate planning vehicles, just to name a few.

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