Valuation Services
Gift and Estate Tax Planning & Compliance Valuations
Transferring wealth in a tax efficient manner can be challenging. Our seasoned team works with you and your advisors on an objective analysis that is supportable and defendable in accordance with IRS guidelines and proven valuation approaches and methodologies. We have performed valuations in connection with ownership transfers, estate tax settlement, and other tax planning strategies and we have experience working with wealth management firms, prominent law firms, estate planning advisors, and accounting firms.
Management Valuations for Transaction and Exit Planning
Whether buying or selling a business, one of the most important aspects of any deal is the valuation of the company. We perform an in-depth analysis from both an operational and a financial perspective including industry benchmarks, market multiples, and income-based approaches. We analyze the company’s financial performance, identify various risk factors, understand market dynamics and growth potential which affect company value.
Intangible Assets Valuation, Including Purchase Price Allocation
Valuations in connection with an entity’s financial reporting requirement in the context of business combinations or in connection with the external audit of fair value measurements under Accounting Standard Codes. We can provide a valuation opinion or valuation consulting services for individual or multiple intangible assets or liabilities and intellectual property.
Litigation Support Valuations
In legal cases, shareholder disputes, and other situations where financial matters are paramount, entities including attorneys, business owners, and corporate management require the expertise of accounting professionals to conduct extensive analysis to provide the information they need to make informed decisions. We have experience in dispute, mediation or litigation, whether it arises from marital dissolution, shareholder dispute or business damages.
Financial Modeling
Financial models provide insightful information, allowing you to explore the financial impact of strategic decisions and support your business plan or investment decision. We offer financial modeling services for cash flow analysis, pro-forma financials, evaluating an acquisition, and other opportunities to accurately forecast financial outcomes.
