We are appraisers, valuation specialists, accountants and consultants.

We value companies and assets.

In today’s complex world of finance and accounting there is a constant need for services relating to the value of assets. This is our area of expertise. From financial reporting requirements and intangible appraisals to consulting and planning services, we address any aspect related to the value of companies or their assets. Whether you’re setting a share price for an IPO or settling a dispute in the courts, it is vital to know the real worth of assets. This is where we come in.

With decades of experience serving the innovation economy, we are the most credible and authoritative industry experts regarding information technology, life science, venture capital and private equity investing, and other high-growth market niches.

If you’re part of the Innovation Economy, we know the ins and outs of your industry. Not only have we seen it before, but in some cases we actually authored the valuation standards that apply to your problem.


FINANCIAL & TAX REPORTING

Financial Reporting

  • Business Combination Reporting Requirements
  • Asset Impairment Testing
  • Intangible Assets, Intellectual Property & Brands
  • Private Equity Fund Reporting

Tax-Related Valuations

  • Corporate Tax-Related Valuation Services
  • Gift & Estate Tax Valuation Services

Stock Options & Equity Compensation Valuations

FAIRNESS & SOLVENCY OPINIONS

  • Fairness Opinions
  • Solvency Opinions

PRIVATE EQUITY FUND SERVICES

  • Fund-Level Services
  • Financial & Tax Reporting
  • Financial Opinions

INTANGIBLE ASSETS, INTELLECTUAL PROPERTY & BRANDS

  • Brands
  • Patents
  • Trademarks

VALUE CREATION & PLANNING SERVICES

LITIGATION SUPPORT

Litigation Support & Expert Testimony

  • Arbitration and Mediation Valuations & Testimony
  • Civil Litigation Valuations & Testimony
  • Criminal Litigation Valuations & Testimony
  • Damage Estimates
  • Discovery Consulting
  • Expert Witness Testimony

Distressed Assets and Bankruptcy

  • Pre-Filing, Workout & Restructuring Services
  • Chapter 11 Services
  • Post-Emergence Services