Valuations

Know Your Numbers

Business valuation is part art, part science. An insightful analysis is the result of a careful review of the facts by a team of professionals with experience working with companies just like yours.

Companies seek clarity about fair value for a variety of reasons. Whatever the motivation, we believe valuations are fundamentally a process for informing the decisions you make with what is likely your most significant financial asset.

We perform more than 400 valuations a year in the areas of fair value and financial statement reporting; merger, acquisition, and divestment; gift and estate taxes; ESOPs; partner or shareholder admission; and litigation and dissolution. We also provide valuations of business enterprises; common and preferred stock options; partnership and limited liability company interests; private party promissory notes; and fractional interests in real property. Asset valuations include patents, licenses, customer lists, trademarks and trade names, song lists, and personal goodwill.

Our specialized teams possess unique expertise in:

Insights


Webcast
In this webcast, we’ll share the five foundational pillars that support a data-driven transformation within an organization. We’ll also walk through a series of case studies that demonstrate the impact of implementing a data-centric approach to business problems.

Article
Employee stock ownership plans can help simplify the sale of a company. We look at how ESOPs work along with other exit strategies.

Webcast
Whether you’re preparing for a transaction or looking to transfer wealth, pinpointing the value of a company starts with analyzing cash flows, evaluating guideline public company and transaction multiples, and exploring the use of other options, pricing models and methods.

Article
Learn about the top five characteristics a CFO should look for when selecting a valuation professional to conduct a fair value measurement.

Article
The process tribes use to determine values for some investments is changing due to the GASB’s Statement No. 72, which provides guidance on fair value measurement and reporting for state, local, and tribal governments. It’s effective for periods beginning after June 15, 2015.