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Estate & Gift Tax
Tax Compliance
Get an independent estimation of the fair market value of an ownership interest in a closely held business for estate planning or transfer tax purposes.
Starting at $3,500IRC Section 409a
Tax Compliance
IRC Section 409a valuations consist of estimating the fair market value of, typically, the common stock of a business. The resulting value is used to set the strike, or issuance, price of equity incentive awards, such as options and restricted stock.
Starting at $2,500Post Transaction
Dual-Purpose
Independent assessment of the post transaction value of a businsss for financial reporting and tax compliance purposes. Used for setting the initial tax basis as well as the starting point for a purchase price allocation analysis.
Starting at $5,000Fairness Opinion
Fairness | Solvency Opinions
Objective evaluation of the proposed terms and conditions of a transaction, ensuring that shareholders receive an impartial assessment of the transaction's fairness.
Starting at $5,000Solvency Opinion
Fairness | Solvency Opinions
Whether it's a leveraged buyout, dividend payment, or restructuring, we analyze key financial indicators to confirm the company's solvency and provide peace of mind to creditors and shareholders.
Starting at $5,000ASC 718 - Market Based Awards
Financial Reporting
Under ASC 718, equity compensation awards with vesting and/or payout dependent on market conditions (e.g. performance against a peer group, average VWAP over a period, etc.) must be valued at the grant date, typically, via Monte Carlo simulation. The resulting value is expensed over the estimated vesting period.
Starting at $4,000Coming soonASC 718 - Volatility
Financial Reporting
As a key input to option value, the estimation of volatility plays a critical role in the expensing for equity compensation under ASC 718. For recently public or private companies the estimation can be somewhat challenging due to limited, or no, market trading history.
Starting at $2,000Coming soonASC 820 - Convertible Debt
Financial Reporting
ASC 820 is an accounting standard that requires investments to be reported at fair value. In the case of convertible debt, the liability associated with the potential conversion of this debt into equity must be "marked to market" at each reporing period.
Starting at $4,000Coming soonASC 820 - Warrants
Financial Reporting
ASC 820 is an accounting standard that requires investments to be reported at fair value. In the case of warrants, the liability associated with the potential exercise of these instruments must be "marked to market" at each reporing period.
Starting at $3,000Coming soonLitigation Support Business
Litigation
Objective evaluation of the equity value of your business to support your litigation purposes. You will receive detailed analysis plus expert support during the process.
Starting at $4,000Litigation Support Business Equity
Litigation
Objective evaluation of the equity value of your business to support your litigation purposes. You will receive detailed analysis plus expert support during the process.
Starting at $4,500Strategic Business
Other
Gain insight into the value of your business for strategic purposes. Clients have used these valuations for a wide range of uses, including looking to buy out a partner, getting an idea of value for fundraising, or setting up a buy-sell agreement.
Starting at $3,000Strategic Business Equity
Other
Gain insight into the value of your businesses equity for strategic purposes. Clients have used these valuations for a wide range of uses, including looking to buy out a partner, getting an idea of value for fundraising, or setting up a buy-sell agreement.
Starting at $3,500