Corporate management, while accountable, is coming under ever increasing scrutiny by the IRS, SEC, U.S. Department of Labor and shareholders. We have the expertise and experience to produce thorough independent valuations to mitigate the risk associated with corporate actions including restructuring, mergers and acquisitions.
We offer support for the following:
Our valuations can be used to determine whether the terms of a merger, acquisition, buyback, spin-off or going private are fair.
With our independence and expertise, we can develop and apply the accepted approaches used to determine solvency.
We offer a thorough analysis of the specific restrictions of and conditions required for transferability of restricted stock and assess the appropriate level of applicable discounts.
Stock Options and Warrants
We offer valuations involving Black-Scholes modeling of private entity stock options and warrants which are used in connection tax filing and compensation packages.
Employee Stock Ownership Plans (ESOPs)
We offer timely and consistent valuation analyses used in connection with ESOP administration.
Mergers & Acquisitions
Our expertise and independent opinions have helped mitigate risks associated with acquisitions of both small and large firms.