Valuation
At Statesman, we combine a comprehensive array of analytical tools, technical expertise, real-world experience, and a commitment to superior customer service in delivering well-documented financial analyses and third-party valuation opinions for companies of all sizes operating in a wide variety of industries. We routinely provide valuations for structuring buy/sell agreements, redeeming shareholder interests, reorganizing family businesses, dispute analysis, litigation support, estate planning and structuring ESOPs.
Financial and Lending Services
- Structuring buy/sell agreements
- Redeeming shareholders’ interests
- Determining tax liabilities
- Structuring ESOPs
- M&A transactions
- Reorganizing family-owned businesses
- Determining the value of intangible assets and intellectual property (SFAS 142)
- Purchase price allocation (SFAS 141)
- Determining the value of family limited partnerships & limited liability companies
- Determining the value of professional practices and practice ownership interests
- SBA loan valuations
- Closely held stock valuations for family wealth planning and estate tax compliance
- Business valuations for corporate restructurings and related tax planning
- Executive stock option valuations for tax planning
- Business & intangible asset valuations in connection with Subchapter S tax status
- Establish valuation / earn-out mechanisms
- Resolve valuation disputes
- Multiple appraiser exercises
- “Fair value” controversies under various state laws
- Shareholder disputes
- Tax-related controversies
- ESOP matters and other ERISA-related disputes involving valuation issues
- Analysis of complex business issues from a valuation perspective
- M&A related disputes / litigation