Business Valuations2018-05-03T22:24:45+00:00

Business Valuations

We believe that we take a much more thorough, and holistic, approach to tax valuation matters than a typical accounting or valuation firm might.

We have deep experience, and provide extensive thought leadership, in the field of financial analysis to tax, financial reporting, and strategic matters. We value businesses, business interests, and both physical and intangible business assets. EP valuation expertise also includes valuations for bankruptcy, corporate disputes, and tax related matters.

Senior leadership for valuation includes accomplished professionals with experience in investment banking, accounting, ex-CFOs, and Big 4 auditors. Because we have significant staff expertise surrounding valuation, our senior staff is able to really assess the needs of clients and deliver an analysis that’s at the high quality EP is known for.

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    TAX VALUATIONS

    409A VALUATIONS

    We are the top provider of 409A valuation reports in the country for good reason, we are the best. Other options may be too expensive on one end of the spectrum, or too cheap and not truly compliant on the other end. For 409A valuation reports, we are the perfect combination of quality at a great value.

    ESTATE PLANNING

    Transferring Assets? You’ll need an estate planning valuation. We follow best practices and are an ideal provider of valuation services as you transfer assets.

    RESTRICTED STOCK AT GRANT OR VESTING

    If you’re filing an 83(b) election then you know you need to determine the fair market value of the property for the election. We’re experienced with this and can make sure that the fair market value is calculated using accepted AICPA guidelines.

    CORPORATE STRUCTURE CONVERSIONS

    Whether your business is an LLC, corporation, or something else, each business has its own set of restrictions and opportunities. The EP experts know the ins and outs and can help in the process of converting your business.

    SPIN-OUT OF ASSETS

    Focus lends itself to higher quality. Although we have experience in investment banking and accounting, valuation is what we do better than anyone else. We can navigate the process of Spin-outs for you to make sure it’s done right.

    CORPORATE ACQUISITIONS

    EP helps companies improve their odds of successful Corporate Acquisitions through an integrated, battle-tested approach. We navigate requirements for you in order to make the process smooth, including IRC 338(g) and 38(h)(10).

    CORPORATE LIQUIDATIONS

    You need to know the ins and outs of what’s required during a corporate liquidation. Knowing what to file, the critical issues, and how to hand the intangible and tangible assets can be difficult and time-consuming. We can help!

    WORTHLESS STOCK OR CASUALTY LOSSES

    As part of your tax strategy, keep in mind the key issues of whether a loss has been sustained by sale, worthlessness, and whether the loss will be ordinary; then analyze its effects on next year’s taxes. Our expert analysts make this process easier.

    GOLDEN PARACHUTE ANALYSIS

    You want to structure your company’s compensation plans to minimize 280G risk. Avoid surprises by talking with our expert advisors. We’ll ensure that you plan ahead properly, review your agreements, and measure what peer companies are doing.

    STRATEGIC BUSINESS VALUATIONS

    EVALUATION OF STRATEGIC ALTERNATIVES

    Most people advising small and midsize companies have a vested interest in what the company chooses to do. As third-party experts, the EP Team is able to provide the advice needed based on data that will help you accomplish your strategic goals.

    INDEPENDENT OPINIONS FOR BUYERS AND SELLERS

    We have experience providing independent opinions to fulfill tax requirements, for strategic purposes, and for buy and sell opportunities. When looking in to hire an independent party, hire a firm with no vested interest in your company but with plenty of experience.

    MANAGEMENT BUYOUT

    Every business owner seeking to sell his or her company should move forward with a valuation on the company. This provides a more accurate perspective, provides some overall direction, and gives you an idea of what to expect based on the fair market value of your company.

    STRATEGIC PLANNING PURPOSES

    Our team of ex-CFOs, experienced investment bankers, and expert analysts have the ability to provide valuation services that apply to your company’s overall strategy. We keep the overall picture in mind when valuing and consulting for strategic purposes.

    FUNDRAISING

    Before you begin fundraising for your company, it’s important to get a valuation. This help determine how much cash you need, gives you an idea of the potential of your business, and gives you more credibility (especially if you use a third party).

    SHAREHOLDER DISTRIBUTIONS

    Before you make a distribution, you need to be aware of certain tax consequences. Our deep industry knowledge, access to data sources, benchmarks, and tax rulings help us provide comprehensive reports at the highest quality.

    RECAPITALIZATIONS

    In the process of recapitalization, you want to avoid “push-down” of purchase adjustments into the financial statements. Our team has worked with thousands of companies and can provide the same quality and value to you and your company.

    FINANCIAL AND FIDUCIARY REPORTING

    FAIR VALUE MEASUREMENT

    ASC 820 FINANCIAL REPORTING – A measurement of fair value shows the price that would be received if you decided to sell an asset or the price paid to transfer a liability in an orderly transaction between market participants. Contact our professionals.

    DERIVATIVES

    ASC 815 FINANCIAL REPORTING – 94% of the world’s largest corporations use derivatives to manage risk. It’s imperative to understand regulatory and accounting standards as well as differing valuation methods. Our expert analysts can help.

    WARRANT ACCOUNTING

    ASC 480 FINANCIAL REPORTING – The accounting treatment for warrants can be extremely complicated and lengthy. Our team can make you ready for any of your financial audits and ensure that your financials are GAAP compliant.

    FRESH START ACCOUNTING

    ASC 852 FINANCIAL REPORTING – Companies emerging from bankruptcy need to adopt the appropriate emergence accounting. This is similar to purchase accounting but the company is required to prepare financial statements. 

    VARIABLE INTEREST ACCOUNTING

    ASC 810 FINANCIAL REPORTING – We want to ease the burden of preparing your company’s financial statements. Our team of ex-CFOs and top financial analysts will ensure that your financial statements are prepared in accordance with GAAP.