Valuation

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:

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

What’s It Worth?

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.

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.

Business valuations are part art and part science. 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.

Business Transactions

  • Allocation of Purchase Price
  • Borrowing Transactions
  • Buy-Sell Agreements
  • Due Diligence
  • Fairness and Solvency Opinions
  • Joint Venture Formation
  • Licensing Arrangements
  • Mergers & Acquisitions (M&A) Transaction Advisory Services
  • Owner Buy-In, Buy-Out
  • Strategic Planning
  • Succession Planning

Taxation

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

Litigation Support

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

Learn More About Our Litigation Services

Financial Reporting

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