An independent expert evaluation of the future of an entire company, a fractional interest, or individual business assets, as of a specific event on a specific date, past or present.
Grounded in finance and accounting. Requiring mastery of many fields + the ability to weave these into a realistic, defensible story. Craft – part science, part art, woven together with instinct and intuition.
We apply our craft to the following valuation matters:
- Regulatory and tax reporting:
- Employee Stock Ownership Plans (ESOPs)
- Purchase price allocations and related
- Share-based compensation
- Estate and gift tax requirements
- Fairness opinions
- Corporate planning and transactions