BUSINESS & INTANGIBLE ASSET VALUATION
We value businesses in all industries. Our experience ranges from high-tech and bio-tech to agriculture and mining and everything in-between.
We value all types of stakeholder interests, including minority interests, non-voting shares, preferred equity (also non-performing preferred), carried interests, profits interests, freeze interests, life estate options, options, warrants, convertible debt, and all other types of loans.
We have valued a wide range of intangible assets, including copyrights (music, literary, movies, TV), patents, life insurance policies, split dollar life insurance, rights to natural resources, life estate interests, contract portfolios, and customer lists.
Our appraisals support many types of transactions, including raising capital, mergers & acquisitions, ESOPs, stock options, buy-sell agreements, awarding stock to new partners, and management buyouts.
Our valuations help clients for numerous tax purposes. A common gift and estate tax related valuation is the discount appraisal of minority interests in Family Limited Partnerships or Family Limited Liability Companies. Jay Abrams’ original methodologies for calculating the discount for lack of marketability and discount for lack of control contributes greatly to our 99% audit success rate.
Our tax related experience also includes appraisals for section 83(b), IRC 409A, entity reorganization (conversion of C to S corporation, “S Corp conversion”), and determining the exercise “strike” price for employee stock options.
We value all types of stakeholder interests, including minority interests, non-voting shares, preferred equity (also non-performing preferred), carried interests, profits interests, freeze interests, life estate options, options, warrants, convertible debt, and all other types of loans.
We have valued a wide range of intangible assets, including copyrights (music, literary, movies, TV), patents, life insurance policies, split dollar life insurance, rights to natural resources, life estate interests, contract portfolios, and customer lists.
Our appraisals support many types of transactions, including raising capital, mergers & acquisitions, ESOPs, stock options, buy-sell agreements, awarding stock to new partners, and management buyouts.
Our valuations help clients for numerous tax purposes. A common gift and estate tax related valuation is the discount appraisal of minority interests in Family Limited Partnerships or Family Limited Liability Companies. Jay Abrams’ original methodologies for calculating the discount for lack of marketability and discount for lack of control contributes greatly to our 99% audit success rate.
Our tax related experience also includes appraisals for section 83(b), IRC 409A, entity reorganization (conversion of C to S corporation, “S Corp conversion”), and determining the exercise “strike” price for employee stock options.
LITIGATION SUPPORT/EXPERT WITNESS SERVICES
In addition to providing valuation reports for various types of litigation, AVGI offers expert witness services for testimony in court, deposition, arbitration, and mediation. We also provide valuation consulting services to help settle cases without a need to testify. Typical legal actions requiring our services include:
- Business damages/lost profits/contract disputes
- Dissolution actions
- Shareholder oppression
- Shareholder/Partner disputes
- Shareholder/Partner/Member buyout
- Patent infringement
- Divorce
- Personal injury
- Construction defect damages
EXIT PLANNING
For most business owners, selling a business or transferring leadership to the next generation is a once-in-a-lifetime event. It can be exciting and rewarding, but it can also be scary, frustrating, and culminate in failure. Consider these alarming facts:
- 80% of privately-owned businesses offered for sale do not sell.
- And when they sell, 75% of sellers profoundly regret selling their business 12 months after the sale.
- Only 33% of family-owned businesses survive each generation transition.
VALUE-GROWTH CONSULTING
As a business owner, most of your wealth is likely concentrated in your business. Increasing its value should be a high priority. Growing the value of your business may be the key to your financial security in retirement. We know what creates value and what destroys it. We can help you formulate and implement a plan of action to increase the value of your company.
STRATEGIC DECISION CONSULTING
Business owners and managers often face difficult strategic choices that can have a material impact on the value of the firm: The purchase of expensive, long-lived capital equipment, the large-scale expansion of production capacity, major research and development investments, efficiency improvements of facilities and processes, abandoning of non-core product lines, out and in-sourcing decisions, vertical or horizontal mergers, organizational restructurings, and entry into new market segments, to name only a few. Whatever the strategic alternatives may be, the ultimate goal is to maximize value and minimize risk for your firm. We can provide you with a clear map and can guide you to optimal strategic decisions.
OTHER SERVICES
- Fairness Opinions
- Solvency Opinions
- Distressed Transaction/Bankruptcy Advisory