Corporate Finance

Business Valuation

J.S. Held’s Inaugural Global Risk Report Examines Potential Business Risks & Opportunities in 2024

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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
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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.

 
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