We assist in developing transparent valuation practices, especially for hard-to-value assets.
As an independent third party, we are able to help reduce conflict of interest concerns. Our support includes:
- Allocation of the purchase price paid to acquired intangible assets such as intellectual property, patents, trademarks, copyrights, covenants-not-to-compete, technology, software, customer assets, and other contractual relationships (ASC 805)
- Pre-merger and acquisition of valuation modeling
- Goodwill impairment testing (ASC 350)
- Restricted stock and stock option grants (IRS Sec. 409a and/or ASC 718)
- Hard-to-value Investment Assets (FASB ASC 820):
• Convertible and participating preferred and common stock
• Warrants, options, stock appreciation rights, and derivatives
• Debt securities — mezzanine, MBS, ABS, convertible debt
• Interest rate swaps
• Structured products