Valuation Services

Valuation Services

The complexities associated with a valuation, can vary greatly and the methodologies to apply are not always straight forward.  The valuation professionals at Shulman Associates have the experience and expertise to determine how the risk, operational and financial characteristics of a business or holding company need to be applied in the valuation of the enterprise, its assets, debt, equity and derivatives. Our professionals are published and well known in the profession.  We have prepared valuations for financial reporting, tax, transactional and litigation purposes.  Our valuations are accepted by the Internal Revenue Service, courts, regulators and all major accounting firms.  We also have extensive experience reviewing valuations for financial reporting purposes as part of the audit team and for legal purposes.  Our professionals provide a full range of valuation services, including the following areas:

• Dispute resolution

• Dissolution and solvency matters

• Fair value of assets reported in financial statements

• Purchase price allocation for acquisitions (ASC 805)

• Purchase price allocations for fresh start accounting (ASC 852)

• Impairment testing (ASC 350 and ASC 360)

• Fair value of equity awards (ASC 718)

• Fair value of financial instruments (ASC 815)

• Illiquid securities

• Buy-sell provisions of shareholder agreements

• Lost value

• Value of equity compensation

• Matrimonial matters

• Mergers and acquisitions

• Trusts, gifting and estates

• Income tax