Valuation Advisory Services

Valuation or appraisals services for businesses

Our practice has delivered a full range of valuation services, including support for financial reporting, litigation, tangible asset appraisals, and real estate valuation. The unique structure of our organization provides a deep bench of national resources with the personalized service and direct access to experts when you need them most. Our services are provided to assist clients with mergers, acquisitions and dispositions; taxation planning and compliance; financial reporting; bankruptcy and reorganization; litigation and dispute resolution; and strategic planning.

Achieving a credible valuation report that complies with a client’s requirements and all applicable professional standards and regulations requires qualified professionals and a nuanced understanding of the property and broader market trends. Our team can provide vital insights into all property types including health care, self storage, hospitality and leisure.

Such analyses are performed for:

• Transaction planning

• Purchase or sale of business

• General business purposes

• Financial statement or tax reporting purposes

• Collateral or secured financings or refinancing

• Litigation or dispute resolution purposes

Business Valuation Advisory Services

CyberSecOp team business services capability: Cyber Stalking, Due Diligence, Financial Integrity and Compliance, Crisis Management, Internal Control Integrity Testing, Open Source Intelligence & Research, Opposition Research, Predictive Analytics, and Risk Assessments.

Financial Reporting

• Purchase price allocation (ASC 805)

• Employee equity compensation (ASC 718)

• Fair value measurement (ASC 820)

• Contingent consideration (ASC 820)

• Goodwill impairment testing (ASC 350)

Equity-Based Compensation

• IRC 409A share-based compensation

• Stock appreciation rights, restricted stock units, and other equity awards

• Section 431 election for employment-related securities (United Kingdom)

• Black-Scholes, binomial (lattice), Monte Carlo, and other option pricing model

Shareholder Disputes

• Dissenting shareholder actions

• Shareholder oppression actions

Estate & Gift Tax

• Valuations for S Corporations, limited partnerships, and other pass-through entities

• Gifting a security or business interest

• Succession planning and estate reporting

• Real estate holding companies

• Trusts

Bankruptcy & Reorganization

• Solvency opinions

• Secured creditor’s collateral

• Debtor-in-possession financing transactions

• Reorganization valuation and allocation

• Fresh-start accounting

Marital Dissolution

• Controlling and minority interests

• Determination of personal and enterprise goodwill

• Employee stock compensation

• Employment contracts and non-compete agreements

• Intellectual property and other intangible assets

Portfolio Valuation

• General & limited partner interest valuations

• Portfolio investment valuations

• Independent reviews of management determination of value

Transaction Opinions

• Fairness opinions

• Solvency opinions

• Mergers & acquisitions, leveraged buyouts, and corporate divestitures

• Privatizations and spin-offs

• Distributions and share repurchase programs

INVESTIGATIONS & FORENSICS

Banks, hedge funds, investment banks, investment advisors, brokerage firms, and other financial institutions are facing asymmetrical threats including cyber-crime, hacking, data and network intrusions, latent malware infestations etc.

GLOBAL SECURITY & TECHNOLOGY

CyberSecOp provides comprehensive executive protection services aimed at providing the client with a secure work environment, free from distractions, resulting in a productive and pleasurable work experience.

LITIGATION  SUPPORT

Litigation Communication Strategy: The management of the communication process during the course of any legal dispute or adjudicatory processing to affect the outcome or impact on the client’s overall reputation.

PROTECTIVE INTELLIGENCE

Crisis Plans/ Crisis Response Manuals: Although the emergency plan is in place, the response manual will explain and walk the entire team/staff through what needs to be done including media room setups, and more.