Valuation

Valuations You Can Trust

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HW&Co.’s valuation professionals are well-rounded CPAs who have been directly involved in Mergers & Acquisitions transactions, tax audits, and litigation. Our business valuation team has both the technical expertise and the real life experience to value business entities.

OUR VALUATIONS ARE USED FOR:

  • Estate, Gift, and Income Taxation
  • Business Transactions
  • Dispute Resolution and Litigation
  • Financial Reporting
  • Succession Planning

Valuation Overview

Whether it is an entire business, a division, an ownership interest, or a transaction, we can value it appropriately.   We value a broad range of businesses:

  • Manufacturing
  • Services
  • Health care
  • Restaurants
  • Retail
  • Construction
  • Nonprofits

We value businesses for a variety of purposes:

  • Gift Tax
  • Buy-Sell Agreements
  • Business Litigation
  • Marital Dissolution
  • Share Based Compensation
  • Financial Reporting
  • Mergers, Acquisitions, and Divestitures
  • Licensing Arrangements

What’s It Worth?

That depends on why HW&Co. is preparing the valuation.

Is the valuation being done for estate, gift, or income tax purposes, mergers, acquisition, and divestitures, divorce, civil litigations, or financial purposes? Do you want to know the value of the entire entity, the majority ownership owned by the founder, the minority ownership granted to the rock star employee to keep him around, the nonvoting shares gifted to the childrens’ trusts, or for some other reason?

Many users of business valuations, especially the courts and the Internal Revenue Service, have their own unique rules as to how an entity or an ownership interest in an entity should be valued. The attributes of the ownership interest-voting or nonvoting, wholly-owned vs. majority owned vs. minority ownership, etc., greatly affects the value of the interest.

Each business is unique, and we custom design our approach to fully understand the entity’s past performance, its future prospects, and its SWOT (strengths, weaknesses, opportunities, threats.) Our team of professionals holds the Accredited in Business Valuation (ABV) designation. They are able to analyze the data and provide a valuation report for the client’s exceeding the highest professional standards.

HW&Co.’s valuation professionals are highly trained CPAs who have been directly involved in Mergers & Acquisitions transactions, tax audits, and litigation. Business valuations are part science and part art. Our business valuation team has both technical expertise and real life experience to appropriately value business entities or their ownership interests. If necessary, we are able to defend the value before the IRS or in court.

Frequently, our business valuation services are part of a larger service, such as business strategic planning, litigation support, or estate, gift, or income tax planning. If multiple services are required, HW&Co.’s team of experts can be counted on to combine them into a seamless and effective work product.

Business Transactions

Taxation

  • Gift and Bargain Sales of Company Interests
  • Share-Based Compensation (Sec. 83)
  • Assert Valuations (Sec. 338 and 1060)
  • Like-Kind Exchanges (Sec. 1031)
  • Tax restructuring, Reorganization Dissolution
  • Intangible Asset and Goodwill Allocation
  • Contributions In-Kind
  • Contributions of Intellectual Property
  • C-Corp to S-Corp Conversions (Sec. 1374)
  • Built-In Gains (Sec. 382 and 384)
  • Intellectual Property Contribution and Transfers
  • Tax Inversions

Learn More About Our Tax Planning & Strategies Services

Litigation Support

  • Discovery
  • Valuation Expert Opinions and Testimonies
  • Review and Critique of Opposing Expert Reports
  • Stockholder and Partner Disputes
  • Marital Dissolution
  • Lost Profits
  • Damage Estimates

Learn More About Our Litigation Services

Financial Reporting

  • Fresh Start Accounting
  • Goodwill and Intangible Asset Impairment Testing (ASC 350/ SFAS 142, ASC 360/SFAS 144, IFRS 3 and IAS 36)
  • Purchase Price Allocation (ASC 805/ SFAS 141R, IFRS 3 and IAS 38)
  • Share-Based Compensation (ASC 718/SFAS 123R and IFRS 2)
  • Contingent Asset and Liability Valuation
  • Intellectual Property Valuation