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Financial Valuation

Assets Included

  • Common Stock
  • Goodwill
  • Intangible Assets
  • Intellectual Property
  • LLC
  • Mezzanine/Senior Debt
  • Options
  • Preferred Stock
  • Partnership
  • Warrants

Downloadable Documents

Business Valuation Process

Enhancing Business Value

Purchase Method / Goodwill

Fairness Opinion Overview

Intangible Assets/IP Valued

Intangible Valuation Process

Transfer Pricing

Valuation for Non-Profits

Valuation of Preferred Stock

Valuation of Options

Purpose of Analysis

  • Allocation of Purchase Price
  • Bankruptcy
  • Benchmarking
  • Board of Directors
  • -- Special Committee Compliance
  • -- Fairness Opinion
  • -- Fiduciary Oversight
  • -- Inadequate Opinion
  • Business Plan
  • Carried Interests
  • -- Hedge Funds
  • -- Private Equity Funds
  • Compensation
  • Contractual Obligation
  • Corporate Dissolution
  • Corporation Conversion (to S or LLC)
  • Current Value Accounting
  • Debt Placement
  • – Senior
  • – Mezzanine
  • – Bridge
  • Due Diligence
  • Eminent Domain
  • ESOP
  • Estate
  • – Buy/Sell Agreement
  • – Planning
  • – Death Tax
  • Fairness Opinion/Fairness Hearing
  • FAS 141 and 142
  • Foreign Exchange Listing
  • Going Private
  • Government Regulation
  • Inadequate Opinion
  • IPO Planning
  • IRS Support
  • Liquidity Alternatives
  • Litigation
  • – Settle Dispute
  • – Economic Damages
  • Marital
  • – Pre Agreement
  • – Dissolution
  • Organization Charter
  • – Foundation
  • – Pension Fund
  • – Non-Profit
  • Partner/Shareholder Buyout
  • Private Placement
  • Profit Sharing
  • Recapitalization
  • Restructuring/Workout
  • Sale of Business
  • SEC
  • – Asset Minimum Threshold
  • – Cheap Stock
  • Section 338 Transaction
  • Solvency Opinion
  • Stock Options
  • Transfer Pricing
  • Worthless Stock Write-off
  • Wrongful Termination

Click here to visit our Mentor Securities site.

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