Specialized Services

Estate & Gift

Leverage the expertise of a valuation professional to help you determine the fair market value of assets being transferred or held as part of your estate planning and gifting strategy. An accurate and unbiased opinion helps ensure equitable distribution of assets among heirs, aids in tax planning by identifying the appropriate tax liabilities and provides the right documentation to support and defend your position and prevent disputes.

Financial Reporting

Ensure accurate financial reporting and maintain compliance by properly reflecting the fair value of your acquired assets and liabilities. Your valuation professional will identify goodwill, impacts to depreciation and amortization, and the effects on tax basis allocation. An unbiased report compiled by a valuation professional can help address risk management concerns, evaluate business performance, provide insights for M&A purposes, promote strategic planning,  and identify your current tax position and future liabilities. 

Employee Stock Ownership Plan (ESOP)

An Employee Stock Ownership Plan (ESOP) valuation is crucial to establishing the fair market value of the company's shares and maintain compliance with Department of Labor and Internal Revenue Service regulations. Valuations also aid in structuring the ESOP transaction, including setting the purchase price of shares and determining overall feasibility of the ESOP. Annual valuations are also required to update share values (for repurchase obligations or new share allocations) to help ensure the ESOP's financial statements reflect current market conditions and overall company performance.

Transaction Support Services

Arm yourself with data that is clear, concise, and easy to understand so you can make your most important decisions with greater confidence in any transaction.

Forensic & Litigation Services

Be prepared for legal examination by backing up your numbers and position with deep, meticulous documentation. A qualified valuation professional who has vast experience giving expert witness testimony—backed with unbiased opinions—can help you experience the best possible outcome.

Impairment

Accounting standards require businesses to test goodwill and other intangible assets for impairment at regular intervals by comparing the carrying value of the asset to its fair value. An asset may be considered impaired when its fair value falls below its amortized cost due to a multitude of factors such as market conditions or credit risk.

Recent Business Valuation Insights

Your Business Valuation Leadership Team