Forward thinking organizations and individuals know that precise valuation of an entity or its underlying assets is critical to making business decisions that drive growth. We provide insightful analysis that translates to accurate valuation supporting complex transactions, tax and financial reporting, and restructuring and dispute resolution. Our valuations regularly withstand scrutiny from regulatory bodies such as the SEC, IRS, and DOL as well as auditors and triers of fact.
TRANSACTIONS AND STRATEGIC ADVISORY
Valuing companies, their assets, and property to support acquisitions is complex. Our team is highly experienced in strategic and transaction-oriented valuations used for assessing common stock values (Section 409A), net operating loss limitations, fractional interests in business entities and real estate holdings, and in business succession planning. We also provide both buyers and sellers with strategic planning advice, tax-efficient transaction structuring, asset-based appraisals, due diligence, and fairness opinions.
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 tax compliance matters. These included estate, gift, and income tax obligations, charitable contributions, transfer pricing, net operating loss limitations, and other issues. Our valuation services are also used in addressing disputes with various taxing authorities.
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 restructuring, buy/sell and shareholder disputes, eminent domain, and other commercial litigation.
Cannabis and Taxes: Maximizing Your Company's Value