An informed and defensible perspective of the fair market value of securities, corporate assets, and other business venture configurations often forms a significant or essential basis for critical decisions and third-party representations.

 

 
He who fails to plan is planning to fail.
— Winston Churchill

MERGERS, ACQUISITIONS AND DIVESTITURES PLANNING AND SUPPORT

·        Buy-Side and Sell-Side Business Valuation Analyses

·        Identification of Exchange Ratios for the Merger of Companies

·        Business Combination Analytics

·        Valuation of Intangible Assets

·        Business Sale and Purchase Pricing Studies

·        Valuation for Management Buy-Outs

·        Fairness Opinions

·        Valuation of Minority Interests

·        Valuation for Succession of a Family-Owned Business

TAX REPORTING SUPPORT

·        Valuation of Shares for Restructurings and Recapitalizations

·        Fair Market Value Reporting for Tax Compliance and Planning

·        Transfer Pricing for Cross-Border Transactions (Section 247 ITA - OECD Guidelines)

FINANCIAL REPORTING SUPPORT

·        Asset Impairment Analyses

·        Purchase Price Allocations for Financial Statement Purposes

LITIGATION SUPPORT

·        Loss and Damage Quantification

·        Expert Reports (CICBV Standards - Section 300)

MARITAL DISSOLUTION AND SHAREHOLDER DISPUTES

·        Valuation of Husband and Wife Owned Companies

·        Valuation of Shares of Companies to Resolve Shareholder Disputes

VALUATION AND FINANCIAL ANALYTICS

·        Placement of ESOPs (Employee Share Ownership Plans)

·        Projected Cash Position and Cash Flow Analysis

·        Identification of Ways to Grow Shareholder Value

·        Capital Investment Analysis

·        Strategic Partnership and Joint Venture Economic Studies

·        Stock Option Valuation and Pricing

·        Equity and Debt Finance Placements

·        Unanimous Shareholders Agreements