Valuation Advisory

Valuation is a formalized procedure that determines a business’ or asset’s market value at any given point in time. Valuation analyses help business owners or management teams sort through a variety of issues that include:

• Buying or selling a business
• Allocating a purchase price to the various assets of the business
• Valuing intellectual property for sale, such as patents, technology, trade names, copyrights,
and contracts
• Determining goodwill or other indefinite-lived intangible asset impairment
• Pre-acquisition accretion/dilution analyses
• Fairness opinions
• International tax transactions
• Planning for capital infusion
• Gifting partial ownership in a business to family members for business succession or minimizing
estate taxes
• Determining employee compensation, such as incentive stock options
• Calculating financial damages, such as breach of contract
• Determining value in minority shareholder stock repurchases
• Structuring buy-sell agreements