For more than 20 years, we have helped management teams and owners resolve the most challenging valuation issues related to fair value financial reporting, tax reporting, employee stock incentive plans, succession planning, estate planning, shareholder/partner agreements and disputes.
Our valuation professionals have earned multiple certifications and credentials that include Certified Public Accountant (CPA), Accredited in Business Valuation (ABV), Accredited Senior Appraiser (ASA), Certified Valuation Analyst (CVA), Certified Insolvency and Restructuring Advisor (CIRA), Certified in Financial Forensics (CFF) and Chartered Global Management Accountant (CGMA).
- Intellectual Property
- Trademarks & Brands
- Patents & Trade Secrets
- Royalty & License Agreements
- Customer Relationships
- Computer Software
- Non-compete Agreements
- Supply and Distribution Agreements
- Franchise Agreements
- Goodwill
We have valued the equity, options, intangible assets and intellectual property of several hundred private and public companies for purposes such as:
- Employee stock options, warrants, restricted stock for IRC §409A and SFAS 123(R) compliance
- Estate and Gift tax planning and compliance
- Purchase price allocations, valuation of intangible assets and intellectual property for compliance with FAS141R (ASC 805 Business Combinations), IRC 197 and 338(h)(10)
- Restricted stock and Convertible preferred stock for IRC §83(b) elections
- Intellectual property transfer pricing studies and licensing agreements
- Goodwill and intangible asset impairment testing for compliance with FAS 142 (ASC 350)
- Impairment or disposal of Long-Lived Assets (FAS 144 (ASC 360)
- Venture capital funds and private equity investment portfolios to satisfy requirements of FAS 157, FAS 159, PEIGG Valuation Guidelines
- Employee stock options and restricted stock under FAS 123R and IRC 409A
- Troubled debt restructuring and embedded options related to FAS 15 and FAS 133 reporting requirements
- Fair value reporting for debtors in reorganization and Fresh Start Accounting under AICPA SOP 90-7
- Non-compete agreements for tax reporting under Internal Revenue Code (“IRC”) §280(g)
- Restructured debt and debt for equity swaps (SFAS 15 and SFAS 115)
- Financial instruments and complex debt instruments (SFAS 133 and SFAS 159)
- Reorganization and restructuring (SOP 90-7, Bankruptcy Code sections 362, 363, 364, 506, 546-547, 1111(b)(2), 1129(a)(7)
- Commercial damages and dispute resolution
