Financial Valuation
Assets Included
- Common Stock
- Goodwill
- Intangible Assets
- Intellectual Property
- LLC
- Mezzanine/Senior Debt
- Options
- Preferred Stock
- Partnership
- Warrants
Purpose of Analysis
- Allocation of Purchase Price
- Bankruptcy
- Benchmarking
- Board of Directors
- -- Special Committee Compliance
- -- Fiduciary Oversight
- Business Plan
- Compensation
- Contractual Obligation
- Corporate Dissolution
- Corporation Conversion (to S or LLC)
- Current Value Accounting
- Debt Placement
- – Senior
- – Mezzanine
- – Bridge
- Due Diligence
- Eminent Domain
- ESOP
- Estate
- – Buy/Sell Agreement
- – Planning
- – Death Tax
- Fairness Opinion/Fairness Hearing
- FAS 141 and 142
- Foreign Exchange Listing
- Going Private
- Government Regulation
- IPO Planning
- IRS Support
- Liquidity Alternatives
- Litigation
- – Settle Dispute
- – Economic Damages
- Marital
- – Pre Agreement
- – Dissolution
- Organization Charter
- – Foundation
- – Pension Fund
- – Non-Profit
- Partner/Shareholder Buyout
- Private Placement
- Profit Sharing
- Recapitalization
- Restructuring/Workout
- Sale of Business
- SEC
- – Asset Minimum Threshold
- – Cheap Stock
- Section 338 Transaction
- Solvency Opinion
- Stock Options
- Transfer Pricing
- Worthless Stock Write-off
- Wrongful Termination