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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

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-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

Click here to visit our Mentor Securities site.

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