Business Valuation & Advisory
Our Valuation Services are led by CPAs with achieved certifications in:
Objective Opinions
Business valuation is an increasingly central theme in many financial reporting, tax, and litigation matters. In an ideal world, perfect transactional evidence between willing and knowledgeable buyers and sellers provides adequate evidence of business value. The reality is that such evidence is rarely available and conclusions of value must be derived through a delicate combination of analysis and objective professional judgment. In a world where value, at best, falls within a range and the perception of bias is undeniable, it is absolutely critical that opinions of value be prepared by knowledgeable and experienced professionals. Subjectivity invites scrutiny.
We work closely with clients, auditors, and outside interests to develop objective valuation opinions. We deliver our valuation services across a number of different industries and in a variety of contexts, including financial reporting, corporate recovery and reorganization, dispute resolution, mergers and acquisitions, compliance and reporting, fixed asset management and strategic planning.
We possess the practical experience and business acumen needed to look behind the numbers at the industry-specific and subjective factors that drive business value.
How we help
We provide credible, understandable expert testimony to judges, juries, and other fact-finders. Our opinions are relied upon in resolving business disputes, valuing assets and complying with financial reporting requirements.
- Expert testimony
- Review and analysis of financial statements and business records
- Case strategy
- Investigation and understanding of financial fraud
- Settlement negotiation
- Financial damages assessment
- Discovery requests
- Claims of lost profits
- Financial counsel to bankruptcy attorneys and trustees
- Wrongful termination
- Divorce cases
- Insolvency
- Piercing the corporate veil
- Lost wages
- Business interruption
- White-collar crimes
- Generally accepted accounting principle application disputes
- Malpractice claims
- M&A purchase price disputes
- Purchase price allocation
- Tax reporting-related projects
Our professionals are asked frequently to provide opinions on the following:
- Purchase Price Allocations
- Goodwill and Asset Impairment
- Valuation of Stock Options
- IRC Section 409A
- IRC Section 280G
- Fairness and Solvency Opinions
- SBA Loan Valuation Support
- Estate and Gift Tax Planning
- Estate and Trust Administration
- Employee Stock Option Plans
- Buy/Sell Agreements
- Business Succession Planning
- Family Limited Partnerships
- Economic Damages in Legal Disputes
- Intellectual Property Disputes
- Domestic Disputes
