Valuation

Forward-thinking organizations and individuals know that precise valuation of an entity or its underlying assets is critical to making astute business decisions that drive growth. We help companies in many different industries value their businesses, business interests, assets, liabilities, and securities to address a variety of objectives. Our valuations regularly withstand scrutiny from regulatory bodies such as the SEC, IRS, DOL, as well as auditors and triers of fact.

TRANSACTIONS AND STRATEGIC ADVISORY

Valuing companies, their assets, and property to support acquisitions and liquidity events is complex. Our team is highly experienced in strategic and transaction-oriented valuations used for a range of purposes including transaction planning, succession planning, market analyses/ feasibility studies, compensation studies, and reasonableness opinions. Our transactional and strategic valuation services also support:

  • Asset-based lending
  • Buy-sell agreements
  • Development projects/easement acquisitions
  • Employee stock ownership plans (ESOP)
  • Utility and right-of-way corridors

Tax and Financial Reporting

Many forms of tax calculations require asset valuations to determine tax liability. In accordance with IRS and industry standards, we provide timely support to enable accurate reporting for all tax compliance matters. These include estate, gift, and income tax obligations, charitable contributions, complex securities and portfolio valuation, stock-based compensation (IRC 409A & ASC 718), and other issues. Our valuation services also benefit impairment testing and purchase price allocations. 

Restructuring and Dispute Resolution

We support attorneys and their clients with valuation and economic analysis, including expert witness and rebuttal testimony, for the full gamut of disputes and litigation. This includes bankruptcy and distress, shareholder disputes, eminent domain/impact studies, personal property tax appraisals and other types of litigation.

Patricia L. McGarr
MAI, CRE, FRICS, CRA, Principal, National Director - Valuation Advisory Services
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