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Valuation Date Survey

The goal of the survey is to assist valuation clients in selecting a valuation date. Valuation date issues are more prevalent in common stock valuations (a.k.a. 409A valuation) because it requires strict coordination with equity-based compensation dates.

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409A ValuationASC 805ASC 805 Purchase AccountingBusiness InterestsFair Market ValueFair ValueFinancial InstrumentsFinancial ReportingIntangible Asset ValuationIP ValuationLife SciencesPortfolio ValuationPurchase AccountingPurchase Price AllocationTax ComplianceTax ValuationTerm SheetTransactions
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More Updates

Technology Valuation: US GAAP View

It is hard to underestimate the importance of technology in modern enterprises.  From legacy manufacturing to artificial intelligence and life science breakthroughs, technology plays an ever-increasing role.  However, the need to assign a specific value to it may arise only when the enterprise is faced with a strategic transition.  A merger or an acquisition is one such event.

September 22, 2023

Your Valuation Needs Income Approach

The value of any business is defined by the amount of future cash flows it can generate.  The three basic valuation methods are the income approach, the market approach, and the cost approach.   Only the income approach directly addresses the question of value.  It is the first on the list of recommended methods in all guideline literature.  In fact, the

July 5, 2023

Intellectual Property, Goodwill, and Other Intangible Assets

The predominant amount of S&P 500 value comes from intangible assets and goodwill (“Intangibles”) of the underlying companies. It is no surprise that patents and brands are more valuable than desks. Understanding the components of intangible value is of great relevance to tax authorities and financial stakeholders.

March 29, 2023
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