Business Valuation
We are experienced in a broad range of valuation situations:
- Mergers & Acquisitions
- Partner/Shareholder Disputes
- Fairness Opinions
- Damage/Economic Loss Analysis
- Purchase Price Allocation – ASC 805
- Stock Options – ASC 718 and IRC Sec. 409A
- Stock Warrants
- Goodwill Impairment – ASC 350
- Charitable Donation of Equity Interests
- Phantom Stock Plans
- Intangible Assets
- Buy-Sell Agreements
- Intellectual Property
- Adequacy of Life Insurance
- Family Limited Partnerships
- Gift and Estate Taxation
- Employee Stock Ownership Plans (ESOP)
- Capital Formation
- Succession Planning
- Marital Dissolution
- Fractional Equity Interests
Representative Cases
CONSUMER PRODUCTS COMPANY
DIGITAL MUSIC BUSINESS
FAMILY BUSINESS
INSURANCE COMPANY
CONSUMER PRODUCTS COMPANY
Performed a Business Valuation of a $70 million revenue Consumer Products Company to help client comply with goodwill impairment testing requirements of ASC 350.
DIGITAL MUSIC BUSINESS
Engaged as financial consultant and rendered a Fairness Opinion on the per share value of common stock in a go-private transaction of a public company in the digital music industry.
FAMILY BUSINESS
Valued Non-Voting Common Stock of a family business for gift tax purposes in order to assist client with the implementation of a Family Business Succession Plan.
INSURANCE COMPANY
Provided Valuation Services and Expert Testimony in connection with a $90 million claim for loss of business value of a Property and Casualty Insurance Company.