专业服务

房地产 & 礼物

Leverage the expertise of a valuation professional to help you determine the fair market value of assets being transferred or held as part of your estate planning and gifting strategy. An accurate and unbiased opinion helps ensure equitable distribution of assets among heirs, aids in tax planning by identifying the appropriate tax liabilities and provides the right documentation to support and defend your position and prevent disputes.

财务报告

Ensure accurate financial reporting and maintain compliance by properly reflecting the fair value of your acquired assets and liabilities. Your valuation professional will identify goodwill, impacts to depreciation and amortization, and the effects on tax basis allocation. An unbiased report compiled by a valuation professional can help address risk management concerns, 评估业务绩效, 为M提供见解&一个目的, 推动策略性规划,  and identify your current tax position and future liabilities. 

Employee Stock Ownership Plan (ESOP)

An Employee Stock Ownership Plan (ESOP) valuation is crucial to establishing the fair market value of the company's shares and maintain compliance with Department of Labor and Internal Revenue Service regulations. Valuations also aid in structuring the ESOP transaction, including setting the purchase price of shares and determining overall feasibility of the ESOP. Annual valuations are also required to update share values (for repurchase obligations or new share allocations) to help ensure the ESOP's financial statements reflect current market conditions and overall company performance.

事务支持服务

Arm yourself with data that is clear, 简洁的, and easy to understand so you can make your most important decisions with greater confidence in any transaction.

法医 & 诉讼服务

Be prepared for legal examination by backing up your numbers and position with deep, 细致的文档. A qualified valuation professional who has vast experience giving expert witness testimony—backed with unbiased opinions—can help you experience the best possible outcome.

障碍

会计 standards require businesses to test goodwill and other intangible assets for impairment at regular intervals by comparing the carrying value of the asset to its fair value. An asset may be considered impaired when its fair value falls below its amortized cost due to a multitude of factors such as market conditions or credit risk.

Recent Business Valuation Insights

Your Business 估值的领袖ship 团队