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