Valuation Services

At our firm, we understand that every business or asset valuation scenario is unique, which is why we offer tailored valuation services. Our expertise covers a wide array of needs, ensuring precise and reliable valuations tailored to your specific requirements.

Why Valuation Services Are Essential: Valuations are critical in numerous situations that affect the financial standing and strategic decisions of businesses and individuals. Here are some of the reasons you might require our valuation services:

  • Mergers and Acquisitions: To determine the fair value of a company being acquired or merged.
  • Sales and Divestitures: To assess the value of a business or asset prior to sale.
  • Buy/Sell Agreements: To establish a fair price for transactions between shareholders or partners.
  • Fairness Opinions: To ensure all parties receive equitable treatment in transactions.
  • Shareholder Transactions: For accurate reporting and distribution during shareholder changes.
  • Capital Infusions: To evaluate the worth of a business before adding new investment.
  • Employee Stock Ownership Plans (ESOPs): To determine the value of shares for employee benefit plans.
  • Litigation Support: To provide expert testimony or support during legal proceedings.
  • Estate Planning and Taxation: To ensure proper valuation for tax purposes and future planning.
  • Loan Applications: To support business loans with accurate collateral valuations.
  • Gift Taxes: To determine the value of gifts for tax reporting purposes.
  • Solvency Opinions: To assess whether a company can meet its long-term financial obligations.
  • Insolvency Opinions: To evaluate if a company is unable to meet its debts as they come due.
  • Collateral Valuations: To appraise assets pledged against loans.
  • Purchase Price Allocations: For accounting for different assets acquired in a business purchase.
  • GAAP Valuations: Under FAS 141 and FAS 142 for reporting goodwill and other intangible assets.
  • Charitable Contributions: To determine the value of donated assets for tax benefits.
  • Bankruptcy Proceedings: Including determination of net operating loss and liquidation values.
  • S Corporation Elections: To calculate built-in gains for asset valuations.
  • Banks—Loan Applications: To provide valuations that support lending decisions.
  • Eminent Domain Proceedings: To establish fair compensation for property compulsory acquisition.
  • Divorce Proceedings: To ensure fair division of property and assets.
  • Employee Benefit Plans: Evaluating the value of assets held in company-sponsored benefit plans.

To find out more about how our valuation services can be customized to meet your needs, please complete the form below and we will reach out to you, or you can schedule a free consultation or contact our firm directly.

 If you have any other questions please schedule a free consult below.
We look forward to working with you! 

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