Valuation & Advisory Services
Where We Can Help
Estate & Gift
Our estate and gift tax professionals understand the Internal Revenue Code and various regulations inside and out to provide you with a defensible and supportable business valuation conclusion.
Valuations can address equity and debt instruments, GP and LP interests, managing and non-managing member interests in LLCs, convertible and payment-in-kind securities, intellectual property, stock options and restricted securities, personal goodwill, ESOPs, and more.
Forensic Analysis
From preparing expert opinions to review and commentary of testimony, we guide you throughout the forensic process to support a positive outcome.
Using our experience, technical knowledge, and communication skills, we identify and evaluate complex economic and financial issues to support litigation in a variety of cases.
Tax & Financial Reporting Advisory
Valuation support is often necessary to address your business’s complex challenges around financial report and fair value.
We support businesses with a wide array of calculations, including earnings per share (ASC 260), intangibles like goodwill (ASC 350), debt (ASC 470), stock compensation (ASC 718), business combinations (ASC 805), fair value measurements (ASC 820), financial instruments (ASC 825), and more.
Transaction & Restructuring
Including a valuation professional as a part of your transaction team provides analysis of the assets of the company being acquired and creates greater transparency for both sides.
Ensure your transaction is seamless with valuation models, sensitivity analyses, assessments of minority interests, identification of value drivers, analysis of financing alternatives, and more. Our team also provides transactional and strategic fairness opinions and solvency opinions for all kinds of transactions.
Related Insights
07/25/23
It’s never too early to begin planning for your estate with a qualified professional in the event of your untimely passing.
05/16/23
Estate planning is a crucial aspect of personal finance that cannot be ignored, especially by business owners.
03/31/23
The transfer of money, property, and other assets can be subject to gift and estate taxes, which only apply to significant gifts given…
11/15/22
Stock market declines may consume most of the news cycle, but financial fraud may actually be the culprit of the costliest financial loss…
09/29/22
Jacob Katz, director in the business valuation services practice, led an informative session that included an economic update followed by an explanation of…
09/21/22
In order to understand the value of your business, it is critical to start with the context in which the value is being…
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