Background
Caroline Lu has over ten years of valuation experience with an emphasis on financial reporting matters. Her experience covers a broad range of valuation matters, such as mergers and acquisitions, purchase price allocations, goodwill and intangible asset impairments, and stock-based compensation. She also supports valuations for tax reporting matters, such as 409a and intellectual property valuations, and litigation matters, solvency and fairness opinions. Her broad industry experience include technology, healthcare, life sciences and consumer products. She has extensive experience with corporate valuation analyses for a variety of situations, including strategic planning, mergers and acquisitions, tax, restructuring, divestitures and joint ventures.
Certifications
- Licensed CPA in New York
Contact Caroline