Valuation Services

Work With an
Experienced Advisor

When you need to know the value of your business or assets, you need a qualified valuation professional standing with you, armed with an unbiased opinion and ironclad documentation to support your position. Gain peace of mind and know your valuation is defensible and will stand up to even the most stringent scrutiny.

Our valuation professionals will work with you to identify the right approach to your valuation and provide you with a practical, efficiently prepared report focused on your unique needs. 

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Specialized Services

Estate & Gift

Leverage the expertise of a valuation professional to help you determine the fair market value of assets being transferred or held as part of your estate planning and gifting strategy. An accurate and unbiased opinion helps ensure equitable distribution of assets among heirs, aids in tax planning by identifying the appropriate tax liabilities and provides the right documentation to support and defend your position and prevent disputes.

Estate, Gift,
& Inheritance
Tax

Charitable Contributions Support

Estate, Gift, and Inheritance Tax
Charitable Contributions Support
409A Valuations
Intangible Asset Valuation
Purchase Price Allocation
Fair Value Reporting
Goodwill Impairment

 

Financial Reporting

Ensure accurate financial reporting and maintain compliance by properly reflecting the fair value of your acquired assets and liabilities. Your valuation professional will identify goodwill, impacts to depreciation and amortization, and the effects on tax basis allocation. An unbiased report compiled by a valuation professional can help address risk management concerns, evaluate business performance, provide insights for M&A purposes, promote strategic planning,  and identify your current tax position and future liabilities. 

Fair Value

409A

Purchase Price Allocation

 

Employee Stock Ownership Plan (ESOP)

An Employee Stock Ownership Plan (ESOP) valuation is crucial to establishing the fair market value of the company's shares and maintain compliance with Department of Labor and Internal Revenue Service regulations. Valuations also aid in structuring the ESOP transaction, including setting the purchase price of shares and determining overall feasibility of the ESOP. Annual valuations are also required to update share values (for repurchase obligations or new share allocations) to help ensure the ESOP's financial statements reflect current market conditions and overall company performance.

Feasibility Studies

Annual Valuation Reprt

 

Transaction Support Services

Arm yourself with data that is clear, concise, and easy to understand so you can make your most important decisions with greater confidence in any transaction.

Buy-Sell Agreements

Feasibility Studies

Financial Modeling

Fairness Opinions

Buy-Sell Agreements
Employee Stock Ownership Plans (ESOP) Feasibility
Financial Modeling
Merger and Acquisition Analysis
Financial Statement Analysis
Goodwill Impairment
Leverage Buyout Feasibility and Modeling
Succession Planning Analysis
Life Insurance Adequacy

 

Forensic & Litigation Services

Be prepared for legal examination by backing up your numbers and position with deep, meticulous documentation. A qualified valuation professional who has vast experience giving expert witness testimony—backed with unbiased opinions—can help you experience the best possible outcome.

Partnership & Corporate Dissolution

Dissenting Shareholder Action

Lost Profits/
Opportunities

Damage Estimates

Bankruptcy

Partnership and Corporate Dissolution
Dissenting Shareholder Action
Lost Profits/Opportunities
Damage Estimates
Bankruptcy

 

Impairment

Accounting standards require businesses to test goodwill and other intangible assets for impairment at regular intervals by comparing the carrying value of the asset to its fair value. An asset may be considered impaired when its fair value falls below its amortized cost due to a multitude of factors such as market conditions or credit risk.

ASC 320 &
ASC 350

Related Compliance

 

Recent Business Valuation Insights

What Factors Contribute to the Valuation of a Company?
Editor's note: this blog was updated in 2023 with additional resources for business owners. Often,...
How to Prevent M&A Deal Fatigue
August 11, 2022 - While the quality of assets and the business remain the primary focus in mergers...
How a Fractional CFO Can Help Identify and Mitigate Risk
June 21, 2022 - At the heart of our free market system is that businesses take risks to earn an...
How Will the Fed Interest Rate Increase Affect Business Valuations?
June 16, 2022 - On June 15, the Federal Reserve approved an interest rate increase of 0.75%, the...
 

Your Business Valuation Leadership Team