Value arguments and expert testimony that withstands challenges from IRS, in court or mediation
Whether selling or buying, our analyses protect you from making the $100,000 or $1,000,000 mistake other M&A firms often make in their deals
EMPLOYERS & EMPLOYEES
409a and ESOP valuations that help maximize the use of equity and protect the founders and CEO from legal trouble
More than simple discounts. We apply available technical options that are often overlooked by others and back it up with key court precedents
PARTNERS & SPOUSES
Valuations designed to reflect an owner's position to help settle partnership and divorce matters
Appraisals that support market value for alternative assets held in an IRA or 401k plans
To bring a clear, fundamentally sound finding of value to each client
To show reasoning that stands out from other muddled practices in the valuation industry
To be a partner that you can reach easily, trust for advice and makes you money
To apply sophisticated methods where necessary and basics when simplicity works
Four factors set us apart - and are why we have been able to earn or save our owner-clients millions of dollars when they are in the midst of a corporate buy-out or an estate tax filing. All without an IRS challenge.
First, we simply use the right transaction data. We primarily value private companies with data of whole private companies. And because transaction data varies dramatically, we don't try to fit businesses into a statistical distribution which only imitates true valuation. Similarly, our discounts are based in specific variables, not averages.
Second, we approach valuation like a private equity investor, capturing variables that drive value. We examine entry barriers, how companies compete, the ability to scale and diversify. This allows us to make sense of all business types from SaaS to Manufacturing to Main Street Retail and Services. From early stage to mature.
To find those variables, we apply scientific method to your valuation, and identify the variables that apply and the ones that don't. When competitors' cases go to Tax Court or when negotiations over valuation fall apart, it is often because the valuation solution has not been setup correctly.
And last, we know how to accurately incorporate real estate, inventory and contingent issues into value. Income models alone do not address the impact of these assets and liabilities. Getting these right is necessary for accuracy, but unfortunately this important step is often overlooked by competitors focused on analytics.
For more depth, check the site library and see our papers that seek to expose some of these industry issues.