A good valuation includes not only a deep understanding of financial performance, but also nuanced inclusion of qualitative factors. We know this, and we get it right. Our diligent process is intentionally designed to uncover what makes your company unique.
With unparalleled expertise we address even the most complex engagements. Our ability to effectively communicate and substantiate our results to our clients, their auditors and stakeholders, and the IRS sets us apart. We are committed to excellence, constantly monitoring evolving valuation regulations, case law and trends.
Some of the ways we can help you with Business Valuation:
Estate and gift tax valuations — Closely held businesses, family partnerships, and fractional interests are valued to ensure effective estate and gift tax planning and IRS compliance.
Financial reporting — Valuations for purchase price allocations, stock-based compensation, and goodwill impairment align with accounting standards and satisfy auditors – from local or regional firms to the Big Four.
ESOP — Accurate ESOP valuations provide annual updates and support new transactions that protect fiduciaries and participants.
Divorce — Business valuations, personal goodwill analysis, and expert testimony contribute to equitable outcomes in complex divorce proceedings.
Buy/sell and stockholder agreements — Reliable valuations help establish fair pricing, keep agreements current, and reduce the risk of future disputes among owners.
Shareholder transactions — Ownership changes are supported with valuations for buy-ins, buy-outs, and compliance documentation to ensure fair treatment for all parties.
Personal goodwill — Determining personal versus enterprise goodwill delivers clarity in transactions, disputes, and divorce cases, often influencing significant value.
Intangible asset valuation — Valuation of intellectual property, customer relationships, and other intangible assets support financial reporting, tax planning, and strategic decisions.
S corporation conversion — Valuations address built-in gains and tax impacts for businesses converting to or from S corporation status, ensuring compliant, tax-efficient transitions.
Transfer pricing — Transfer pricing analyses and documentation help multinational businesses manage intercompany transactions while remaining compliant and audit-ready.
