Business Valuation Firm

Our experts combine financial expertise with industry and market knowledge to value businesses and related assets.

We perform business and intangible asset valuations and provide expert witness testimony for a variety of different purposes including, shareholder disputes, commercial litigation, marital dissolution, bankruptcy and restructuring, solvency determinations, financial reporting, mergers and acquisitions, IRC 409A, Employee Share Ownership Plans, Phantom Stock Plans and gift and estate tax reporting.

Our Team Holds Relevant Credentials Including:

Accredited in Business Valuation (ABV)
Accredited Senior Appraiser (ASA)
Certified Business Appraiser (CBA)

Certified Fraud Examiner (CFE)
Certified in Financial Forensics (CFF)
Certified Insolvency & Reorganization Advisor (CIRA)

Certified Public Accountant (CPA)
Certified Valuation Analyst (CVA)
Chartered Financial Analyst (CFA)

OUR TEAM

In corporate transactions, financial reporting, bankruptcy, commercial litigation, tax planning and reporting, marital dissolution, IRC409A or Employee Share Ownership and Phantom Stock Plans, the value of a business or ownership interest frequently comes into question, and it often requires an independent, defensible third-party opinion of value.

Proper valuation requires not only a thorough analysis of the business in question, but also the industry and economy in which the business operates. Frequent issues include financial ratios and trends, company risk and growth profile, cost of capital, capital structure, normalization of revenue and expenses, review of related-party transactions, normalization of owner compensation, product mix, customer and supplier concentrations, competition, barriers to entry, management depth, access to capital, future growth prospects, profitability, industry benchmarking and the application and quantification of relevant valuation discounts.

Our team provides business valuation and litigation support services for clients - and their law firms and accounting firms - ranging from small, privately held businesses and professional practices to large, publicly traded companies.

WE HAVE BEEN ENGAGED IN MATTERS INVOLVING

Bankruptcy & Reorganization
Business Enterprise Valuations
Business, Corporation & Partnership Disputes
Buy / Sell Agreements
Charitable Contributions
Collateral Evaluation
Complex Capital Structure Analysis
Corporate Reorganizations
Debt & Equity Valuations
Diminution in Value
Economic Damages & Lost Profits
Eminent Domain
ESOP Transactions
Estate and Gift Tax Reporting
Financial Reporting
- ASC 350 | Goodwill Impairment Testing
- ASC 718 | Stock-Based Awards
- ASC 805 | Intangible Assets
- ASC 815 | Derivatives
Fraudulence Conveyance Actions
Fresh Start Accounting
Intellectual Property & Intangible Asset Valuations
IRC 409A
IRS Disputes
Liquidations & Dissolutions
Marital Dissolution
Mergers, Acquisitions & Divestitures
Minority & Fractional Interest Valuations
Phantom Stock Transactions
Professional Practices
Real Property Valuation / Appraisal
Reasonable Compensation
S-Corporation Conversions
SBA Acquisition Loans
Shareholder Disputes
Solvency Analysis
Stock Option Valuations

RELATED SERVICE AREAS Click the icon to view the directory

Breach of Contract

Business Interruption / Lost Profits

Commercial Litigation

ESOP Valuation & Consulting

Family Law Disputes

Financial Reporting

Fraud

Intellectual Property

Labor, Employment, and Wage & Hour Disputes

Personal Injury / Wrongful Death / Medical Malpractice

Real Property Valuation & Advisory

Trust & Estate Valuations

Find Your Expert

Business Valuation

Related Insights

Our insights cover a variety of topics impacting businesses, society, the economy, and the environment. Check out our latest white papers, research reports, educational seminars, industry speaking engagements, and perspective articles.

Perspectives

Valuation of Wine Inventory: When Wine Goes Up in Smoke

View All Insights

Featured Engagements

Georgia

Valuation & Taxation

Business Valuation

Real Estate Development Business Valuation

INDUSTRY INSIGHTS

Keep up with the latest research and announcements from our team.

J.S. Held

Headquarters

50 Jericho Quadrangle
Suite 117
Jericho, N.Y. 11753
+1 516 621 2900
[email protected]

Media Relations

Contact: [email protected]

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Subsidiary Firms

Contract Administration Associates, a J.S. Held Company

DBSConsult, a J.S. Held Company

JS Held Malaysia Sdn. Bhd. | Registration No. 202001033278 (1389599-P)

J.S. Held Engineering Services PLLC

J.S. Held Singapore Pte. Ltd. | Registration No. 202032700W

J.S. Held UK Limited

J.S. Held India Private Limited

Ocean Tomo, a part of J.S. Held

California Architecture & Engineering services are provided by J.S. Held Engineering and Architecture, Inc., a wholly owned subsidiary of J.S. Held LLC

Areas of Expertise

Technical & Scientific

Strategic Advisory

Financial Investigations, Valuation & Risk

Digital & Data

Insights

White Papers & Research Reports

Perspectives

Educational Seminars & Events

Markets Served

Consumer Products & Services

Industrial & Manufacturing

Insurance

Private Equity

Real Estate

Retail, Restaurant & Hospitality

Technology, Media & Telecommunications

Transportation Infrastructure

About J.S. Held

Service Organization Control (SOC) 2 Type II

J.S. Held, its affiliates and subsidiaries are not certified public accounting firm(s) and do not provide audit, attest, or any other public accounting services. J.S. Held is not a law firm and does not provide legal advice. Securities offered through PM Securities, LLC, d/b/a Phoenix IB, a part of J.S. Held, member FINRA/ SIPC or Ocean Tomo Investment Group, LLC, a part of J.S. Held, member FINRA/ SIPC. All rights reserved.

Member FINRA | SIPC