Commercial Real Estate Appraisal
Results that Stand Up
Explaining what matters & why it matters with
Experience, Intelligence & Integrity
Value arguments and expert testimony that withstands challenges from IRS, in court or mediation
Analyses that protect you from making the $1,000,000 mistake often made in M&A deals, and to eliminate the advantage that a corporate acquirer uses against you
EMPLOYERS & EMPLOYEES
409a and ESOP valuations that address issues of dilution 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
When competitors' cases go to Tax Court or when negotiations fall apart over valuation, it is often because the analyst has not used valid fundamentals. Our positions are so well supported that we have no fear in taking a stance. Four factors set us apart - and are why are able to earn or save our owner-clients millions of dollars. All without an IRS challenge - ever.
First, we simply use the right transaction data and methods. Private companies are best valued when you start with M&A data of whole companies, not public market data.
Second, our solutions are backed by scientific method and engineering economics. This approach is unlike accountants and academics applying theory, averages and statistics that are certainly skillful, but can be enormously inaccurate.
It's not only numbers. We approach valuation like a private equity investor, capturing variables that drive value - entry barriers, growth rate, and the available market. This allows us to make sense of all business types - Services, distribution, SaaS, manufacturing and Main Street. From early stage growth to mature. Single owner to multiple stock classes.
And last, we know how to properly incorporate real estate, inventory and contingencies into value. Income models alone do not address the impact of these assets and liabilities. Getting these right is necessary for real estate partnerships, ESOPs, executive compensation pricing and retail/distribution business accuracy, but this 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.