Business Valuations
You and your business will benefit from our wealth of experience and industry knowledge.
Our team of highly motivated and knowledgeable professionals are experienced in the appropriate valuation standards, approaches, and methods to fulfill your needs. We are court-appointed experts in this field throughout the Tri-State area and are accredited by the American Institute of CPAs, the American Society of Appraisers, the National Association of Certified Analysts, and the Chartered Financial Analyst Institute.
We stand behind our valuations
In dispute and litigation situations, our professionals are often called upon to assist Counsel in complicated forensic investigations, the calculation of damages, and to provide expert opinions and testimony.
Our extensive experience includes the valuation of:
- Privately Held Businesses
- Equity, including common and preferred stock
- Equity based instruments such as options, warrants, rights and other derivatives
- Complex securities such as carried interests, profit participations rights, stock appreciation rights and restricted stock
- General and Limited Partnership Interests
- Intellectual Property such as patents, copyrights, trade names, trademarks, trade secrets, royalty assets and rights and licenses
- Intangible assets such as contracts, customer relationships, core technologies, software and non-compete agreements
- Debt instruments, including loans payable and receivable and convertible debt
- Professional licenses and degrees
Our objective valuations are used in connection with:
- IRS compliance for Income Tax, Estate Tax, and Gift Tax filings
- Corporate transactions such as Mergers and Acquisitions, Strategic and Exit Strategy Planning and Employee Stock Option Plans
- Fair Value for Financial Reporting, including Purchase Price Allocations, Goodwill Impairment Testing, Long-Lived Asset Impairment Testing and other Fair Value Measurements for Hedge Fund and Private Assets
- Equity Based Compensation plans-Fair Value and IRS 409A compliance
- Litigation Support services in connection with Shareholder Disputes, Corporate Dissolutions, Lost Profits, Business Damages and Bankruptcy actions
- Martial dissolutions and Divorce Proceedings
- Economic Damage measurements; such as Wrongful Dismissal, Injury or Death
Back to Valuation and Forensic Services
