Business Valuation Services
Business Valuation
When you are facing an important decision involving your business, having a clear and supportable understanding of its value matters. Business valuations change over time as market conditions, operations, and financial performance evolve. A well-prepared valuation gives you the information you need to move forward with clarity and confidence.
We work with business owners, advisors, and organizations to provide independent valuations of businesses, fractional business interests, minority interests, and portfolio holdings. Our experience includes startups, partnerships, closely-held businesses, joint ventures, and public companies.
We help clients navigate valuations involving complex businesses and both tangible and intangible assets. This includes intellectual property, commercial real estate, machinery and equipment, and structured financing arrangements, for U.S. and cross-border transactions.
Typical intangible assets valued include:
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Trade Names | Trademarks | Sales Marks
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Licenses
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Contracts and Agreements (Customer and Supply Contracts, Power Purchase Agreements, Non-Compete Agreements)
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Leases – Land, Building, Equipment
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Customer lists
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Workforce
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Goodwill
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Computer technology software (internally developed, externally purchased)
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Intellectual Property
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Patents, Trade Secrets, In-Process R&D, and other Proprietary Technology
ASC FASC Compliance Valuations
Alternatives Investments, Illiquid Assets
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ASC 805 Business Combinations
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ASC 350 Intangibles - Goodwill and Other
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ASC 410 Asset Retirement and Environmental Obligations
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ASC 360 Property, Plant, and Equipment
Impairment of Long-Lived Assets
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ASC 815 Derivatives and Hedging
Transaction Advisory Services
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Valuation of Minority Interest and Shareholder Interest
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Fairness and Solvency Opinions
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Pre-Transaction Support
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Post-Transaction Support
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Transaction Tax
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Investments and Divestments
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Financing and Sale-Leasebacks
Securities & Capital Stock Valuations
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Marital Dissolution Valuation
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Restricted Stock Studies - Rule 144 Stock
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Warrants and Stock Options - §409A, PIPE
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Worthless Securities - §165
Business Interruption Valuations
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Claim Preparation and Negotiations
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Property Damage Claims
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Claims Program Reviews
Bankruptcy & Restructuring Valuations
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Fresh Start Accounting - AICPA SOP 90-7
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Corporate Recapitalizations - §368
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Debt Forgiveness - §108
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Debt Instrument Valuations
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Net Operating Loss Carry Forwards - §382
Business owners often ask why a formal valuation is necessary, particularly in succession planning or ownership transitions. Clients seek business valuations at different stages and for different reasons, including:
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Succession planning, gift and estate tax planning
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Expanding the business, adding a new partner
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Exit strategy planning, retirement, shareholder transitions
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Fundraising, raising equity capital
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Financing, refinancing
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Considering an employee stock ownership plan, option & stock incentive plans (IRC 409A)
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Opportunity to merge or sell
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Disputes - shareholder/partnership disputes, divorce proceedings, marital disputes
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Liquidations and bankruptcy proceedings
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Getting ready for unforeseen events, worst-case scenarios, such as natural disaster-related losses
Knowing the market value of your business is a crucial step for the future of your business; it helps with your strategic plans in achieving your goals. Whether you plan to pass the company on to family members, sell to an outside buyer, add a new partner, or sell to employees. Even if you are not planning to exit anytime soon, knowing the value of your company today will allow you to take steps over the years to enhance and grow its value.
