As your virtual-financial-officer I will conduct an across-the-board analysis of your business, offering assistance in any areas that will help you achieve your personal and business goals. I am an experienced professional who will work with you to define your requirements and recommend solutions that accomplish these objectives. I work hand-in-hand with your existing staff in applying the appropriate expertise to each situation.
Valuation Services provide clients with the examination and estimation of the value of a business or the underlying assets of a business. These services address business and stock valuations such as closely held corporations, securities and securities portfolios, or fractional business interests; intangible asset valuations such as patents and trade secrets, trade names and trademarks, or non-competition covenants; tangible personal property appraisals such as machinery and equipment, or artwork and antiques; and real estate appraisals.
Uses for valuation service are numerous. Whenever a company merges, is acquired by another or is sold, a valuation is necessary. Clients may be assisted in establishing a range of values of a business to be sold for negotiating a sale price or clients many require a valuation of a company to be acquired. In addition, once a business is acquired the purchase price needs to be allocated among the values of the tangible and intangible assets of a business for accounting and tax reasons.
The need for valuation of interests in a closely held business also arises for estate and gift tax purposes when preparing a comprehensive estate or financial plan, preparing estate or gift tax returns, or establishing the basis of an inheritance for an heir to an estate. Employee Stock Ownership Plans ("ESOPs"), which have been instituted by many mid-sized companies, require a valuation of stock each year to support the income-tax deduction for the amount of the company's stock contributed to the plan. In litigation situations, the valuation of a business or individual assets is important for such issues as dissenting shareholder actions, business damages, intellectual property infringement, contract or partner disputes, and divorces.
With assistance from other professionals, valuation services include applications in transactions pricing and structuring, strategic planning, tax planning and collateralization, and litigation consulting. The aforementioned situations are not intended to be all inclusive. Some additional reasons foe valuations are summarized within the following function areas:
Business and Stock Valuation Acquisition Divestiture Reorganization Shareholder disputes Bankruptcy Divorce ESOP Income/Gift/Estate tax
Tangible Personal Property Purchase or sale Purchase price allocations Financing Bankruptcy
Intangible Assets Purchase or sale Purchase price allocations Intercompany transfers Reorganization
Real Estate Purchase or sale Condemnation Property tax assessments Construction cost segregation
There are many areas beyond basic auditing, accounting and tax services where executives need advice and assistance:
Should you acquire, merge with or form any type of alliance with another company? If so, how should the deal be structured for your maximum advantage?
Do you know the profit contribution and return on investment for each of your product lines?
Should you change your organizational structure and financial controls for more effective management of your growing business?
Should you upgrade your information systems and, if so, with what hardware and software?
How should you train your staff to operate and control your information systems more effectively?
Examples of specific Projects might include: Annual planning and budgeting Operational planning Cash forecasting Product profit contribution analysis Inventory management Overhead and indirect cost analysis Improving internally generated financial information Employee Performance Appraisals Licensing Mergers and acquisitions Employee benefit plans Financing alternatives Production and distribution planning Direct and overhead cost examination Succession planning Controlling dilution
