Numerous valuation issues arise in the process of planning for, negotiating and executing a transaction. In transactions ranging from mergers and acquisitions to leveraged buyouts, recapitalizations and ownership succession, we’ve helped our clients navigate these issues.

We analyze transactions from both buy- and sell-side perspectives, and provide fairness and solvency opinions for boards of directors and other fiduciaries. We analyze strategic alternatives for boards who take comfort in the fact that we have no potential conflict of interest if we recommend a sale, given that we won’t earn additional compensation if they enter into a deal. We assist with valuation due diligence to ensure that buyers know what they are buying and we provide purchase price allocations so the deal can be accounted for properly.

We assist clients interested in licensing intellectual property, and determining appropriate structures and royalty rates. Our valuation expertise also provides a platform for advising clients on the best ways to ensure company valuations and how to plan their exit at the right time and best price.

Fairness Opinions • Solvency Opinions • Reasonably Equivalent Value Opinions • Strategic Alternatives Analysis • Buy- and Sell-Side Transaction Advisory • Analysis of Financing Needs • Valuation Due Diligence • ASC 805 – Purchase Price Allocation • Buy/Sell Agreements • Intellectual Property Licensing • Value Creation Consulting • Exit Strategy Consulting • ESOP Transaction Valuation