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

Fairness Opinion Overview

Intangible Assets/IP Valued

Intangible Valuation Process

Valuation for Non-Profits

Valuation of Options

Purpose of Analysis

• Allocation of Purchase Price-ASC 805
• 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

– Bridge

– Mezzanine

– Senior

• Due Diligence
• Eminent Domain
• ESOP
• Estate

– Buy/Sell Agreement

– Planning

– Death Tax

• Fairness Opinion/Fairness Hearing
• Foreign Exchange Listing
• Going Private
• Government Regulation

• IPO Planning
• IRS Support
• Liquidity Alternatives
• Litigation

– Loss of Value

– Economic Damages

• Marital

• 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