Understanding the Jargon
Not completely sure what the various valuation terms are? We'll explain them to you and how they fit into your valuation engagement.
Take a look at the Glossary at this website.
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Services & Expertise
Start up phase
Advisory Services – Financing Tactical (more immediate)
- Corporate finance support – terms and timing of leverage
- Capital project analysis
Growth phase
Advisory Services – Finance Strategic (intermediate to long term)
- Formulating bids and entertaining offers for enterprises or operating assets
- ESOPs ERISA Advisory Services
- Feasibility, structuring implementation
- Roll Down ESOPs
- Succession management ESOPs – 1042 rollovers
- Trustee, corporate board or shareholder services
- Security structuring – exchangeable common shares
- Going Private ESOPs
Maturity Phase
Advisory Services – Transactions (Timely succession)
- Going private
- Welfare Benefit Plans
- Financial restructuring
- Mergers – Acquisitions - Divestitures
- Private equity investment
- Corporate finance support – terms and timing of leverage
- Capital project analysis
- Financial options, strategic planning
- Succession planning – avoiding technical default and offset
- Compensation Analysis
- Valuation of Profits Interest, grants, options
The array of our services:
Corporate Valuation
- Corporate Valuation Services
- Corporate valuation – buyer, seller, reviewer
- Solvency and fairness opinions – debtor / creditor
- Valuation of spin-offs, Roll Downs, Re-capitalization
- Re-capitalization
Bankruptcy Services
- Fraudulent conveyance
- Restructuring debtor /lender priority in economic terms
- Bankruptcy workouts – reorganization plans
- Turnaround analysis
Litigation Support
- Defending and critiquing appraisals - finding common ground pre trial
- Suggesting economic bases for settlement
- Testimony at trial
- Estate and Gift Planning in tax conference
- Gift tax valuations – reports required for filing returns
- Lifetime gifts to family members and others
- Family limited partnership valuation
- Limited Liability Company valuation
- General Partner and Managing Member valuation issues
- Date of Death and Alternate Valuation Date appraisals
- Minority and marketability discounts
- Blockage and control studies