Today’s global environment has elevated the importance of valuations that support financial reporting, tax planning, litigation, and mergers and acquisitions. At Withum, our Valuation and Corporate Value Consulting (CVC) team has the experience and trusted name you can rely on to help you meet your valuation needs in a timely and effective manner.
Withum’s Valuation Services Team
Your valuations adviser should be attuned to the appropriate regulations, be able to apply this knowledge across multiple industries, and have a strong reputation for independence and integrity. Withum’s valuation professionals hold advanced degrees in accounting, business, tax, and finance. Our certifications include Certified Valuation Analysts (CVA), Accredited Business Valuators (ABV), Certified in Financial Forensics (CFF), Chartered Financial Analysts (CFA), and Certified Public Accountants (CPA). Our team has a diversified breadth of knowledge in various industries and purposes. Our experience spans from assisting local small businesses to international public companies. Withum’s network can provide the in-depth knowledge that your business requires. Our professionals possess familiarity of regional market conditions and will who can consider local issues such as taxes and market regulations.
What We Value
- Appraisals of Entire Businesses
- Equity Interests
- Complex Financial Instruments (earnouts, convertible debt, warrants, options)
- Tangible Assets
- Commercial Real Estate
- Intellectual Property
We recognize that a valuation is not a simple numbers exercise. Instead, we combine our technical skills and practical experience to provide objective advice that aligns with your business goals. We work to understand your business dynamics, as well as sector and value drivers to provide service that goes beyond borders. Withum’s Valuation Services Team can help you address your valuation requirements with greater efficiency and confidence.
Why We Value
Familiarity with Regulatory Requirements
Withum has extensive experience working with the Securities and Exchange Commission (SEC), Financial Accounting Standards Board (FASB), Internal Revenue Service (IRS), principal court jurisdictions, and comparable regulatory bodies in other countries. Our broad experience can help you better understand how these regulatory authorities could potentially view your positions on valuation issues. Since the introduction of FASB ASC Topic 805, Business Combinations and FASB ASC Topic 350, Intangibles – Goodwill and Other, a significant focus of valuation work has been on the application and implementation of these acquisition accounting and goodwill impairment requirements. Based on our in-depth knowledge of fair value measurement concepts, we understand how these requirements for financial reporting purposes may differ and the best practices to support a defensible fair value estimate subject to audit review.
Our professionals are well-versed in the valuation of estate and gifts for tax purposes and work closely with the firm’s estate and trust tax experts. Estate valuation is necessary when determining the amount of federal estate taxes an entity owes, the business interest of the beneficiaries, and the fair market value as a whole. Gift tax must also be a consideration in the valuation to deem proper liability and avoid underpayment to the IRS.
Withum’s team also provides business valuation reports in conjunction with the Small Business Administration’s (SBA) 7(a) loan program. Based on our deep understanding of fair value measurement concepts, we understand how these requirements for the SBA’s Standard Operating Procedures may differ from valuations for other purposes.
Areas of Focus
Withum offers Financial Reporting Valuation and Tax Planning and Compliance as detailed below.
- IRC 108, Debt Cancellation
- IRC 165, Worthless Stock
- IRC 170, Charitable Donation
- IRC 280G, Management Compensation
- IRC 304, Cross Chain Sale of Shares
- IRC 338, Purchase Allocation
- IRC 355, Tax-Free Distribution
- IRC 367, Foreign Stock Transfer
- IRC 382, Net Operating Loss
- IRC 409a, Inclusion in Gross Income of Deferred Compensation
- IRC 468B, Asbestos Reorganization
- IRC 475, Mark to Market
- IRC 482, Transfer Pricing
- IRC 864, Interest Expense Allocation
- IRC 897, FIRPTA
- State and Local Tax
- Gift and Estate Tax
- FASB ASC Topic 825, Financial Instruments
- FASB ASC Topic 718, Compensation- Stock Compensation
- FASB ASC Topic 815, Derivatives and Hedging
- FASB ASC Topic 350, Intangibles- Goodwill and Other
- FASB ASC Topic 360, Property, Plant and Equipment
- FASB ASC Topic 805, Business Combination
- FASB ASC Topic 820, Fair Value Measurements and Disclosure
- Fresh-start accounting
- Foreign financial reporting requirements (e.g. IFRS and IAS)
- Stock options and cheap stock issues
- Pricing analysis
- Buy and sell-side assistance
- Fair market value opinions
- Intellectual property licensing
- Synergy assessment
- Operational risk
- ERISA / ESOP
- Joint ventures
- Economic value added
- ROI and business case analysis
For more information or to discuss your business needs, contact Withum’s Valuation Services Team.