Economics Partners is the ideal partner for business valuation and consulting services. We help business owners and executives understand and maximize strategic business value as well as meet periodic regulatory (IRS, ASC, SBA) valuation requirements.
When is a Business Valuation Required?
A business valuation is always needed. Sometimes it is required for tax reporting or financial reporting, other times valuations have strategic importance. Below are common reasons for a business valuation:
It’s likely that we do more 409A Valuations than any other valuation firm in the US. We have been vetted and selected as the preferred provider of 409A valuations for many top law firms, outsourced CFO firms, banks, and audit firms. We are the premier provider of this service.
Employee stock ownership plans (ESOPs) require specialized knowledge of ERISA, IRS, and Department of Labor regulations to produce compliant reports. We have experience in producing ESOP valuation reports and are the right partner for valuations when selling an employee-owned company.
We provide a fair, independent view on the appropriate valuation for your partnership buy/sell agreement. At Greener Equity, we can provide a report as triggered by an agreement or help craft an agreement to pre-determine an appropriate valuation method to avoid future disagreement.
As you evaluate a transaction, we can help with Accretion/Dilution modeling, 280G analysis (Golden Parachutes), waterfall analysis (proceeds by share class), and any other challenging transaction modeling to help you make the best possible decision.
We’ll either help you secure the right investment banker for your situation, or if you already have a buyer or target and don’t want to retain an investment banker, we can advise you through the transaction.
We’ve taken on some new partners to expand the services offered to our clients, bringing together Greener Equity’s valuation and consulting capabilities and EP’s transfer pricing practice. Together, we plan to continue to focus on our clients’ success.
TRENT READPartner at EP
Trent has been a CFO of two venture/growth equity-backed companies and successfully led them from infancy to full liquidity events. He began his career as an Analyst in investment banking with Deutsche Bank and is now a partner at EP and is the head of EP’s Utah valuation practice.
Bryson leads the firm’s valuation practice for business valuations for strategic, partnership buy/sell situations, income tax, gift & estate and financial reporting purposes. Mr. Lord has substantial accounting and finance experience and is Accredited in Business Valuation (ABV) by the AICPA and is a CPA.