Companies and individuals seek valuations for a variety of reasons including merger and acquisition activities, value-based estate and gift planning, and litigation support. A valuation often can produce significant benefits in crucial negotiations or help a company realize the true value of an asset, a transaction, or an entire business. However, determining a steadfast value is not an easy process.
Our Valuation experts understand that an objective valuation report requires the utilization of the proper blend of strong fundamentals, detailed operational knowledge, and access to the best competitive data available. Our credentialed Valuation Analysts and industry-specific experts combine the use of proprietary tools, together with years of hands-on experience, to accurately interpret financial and industry information.
Circumstances requiring business valuations include:
- Buy/sell purchase agreements
- Corporate financing and recapitalization
- Damage, business interruption, and loss profit claims
- Goodwill impairment testing and intangible valuation (FAS 142)
- Litigation and expert witness matters
- Long-lived asset impairment (FAS 121/144)
- Mergers, acquisitions, and divestitures
- Purchase price allocations (FAS 141R)
- Reorganization, bankruptcy, and solvency matters
- Shareholder, investor, and transaction disputes
- Stock and financial options (FAS 123/133)
Benefits of Our Business Valuation Services
- Identifies the potential opportunities and risks associated with a transaction and a company's overall strategy
- Enhances a company’s understanding of the value of its assets
Benefits of our Intangible Asset Valuation Services:
- Identifies intangible assets arising from corporate transactions to maximize tax and strategic planning opportunities
- Offers a custom-fit approach with senior-level attention to maximize the consistency and accuracy of the valuation assessment
Benefits of our Tax Valuation Services:
- Provides guidance and insight on Internal Revenue Codes, including:
- Sec. 108 – valuation for cancellation of debt forgiveness income
- Sec. 165 – worthless stock deductions
- Sec. 338(h)(10) or Sec. 1060 – purchase price allocation
- Sec. 382 – valuation to measure net operating loss utilization
- Sec. 482 – transfer pricing for intangible assets
- Sec. 754 – partnership elections
- Sec. 861 – fair market value election
- Sec. 1031 – like kind exchanges
- Supports the valuation for estate and gift planning
Benefits of our Litigation Valuation Services:
- Provides support in all phases of the litigation process from discovery to expert testimony
- Exposes weaknesses in the opposition's expert reports
- Communicates even the most complex valuation issues in a clear and concise manner
- Adds creditability to support the stakeholders’ interests in bankruptcy and reorganization disputes, shareholder disagreements, and intellectual property actions
How Our Business Valuations Practice Can Help
Your situation is:
You need to demonstrate good corporate governance concerning intangible asset development
We can:
Satisfy stringent board requirements or corporate governance concerns by providing a valuation of your intangible assets to substantiate value-based planning initiatives
Your situation is:
You need to determine a transaction price for M&A activity
We can:
Provide an independent, objective valuation and price analysis to establish an enterprise's value, before you enter into a transaction agreement
Your situation is:
You need litigation or arbitration support
We can:
Serve as expert witness or perform the adjudication work in valuation disputes
Your situation is:
You want to determine the value of your intangible assets for commercial, tax, or regulatory purposes
We can:
Establish the value of your intangible assets or intellectual property, such as brands, know-how, trademarks, customer lists, and goodwill