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Purpose

Mergers & Acquisitions

Reorganizations and Bankruptcy

Reorganizations and Bankruptcy

Valuations applying different Standards are frequently considered when businesses become targets for acquisition or merger. Fair Market and Strategic Value often precede Price negotiations.  A key reconciliation is Value to Price to Proceeds. Analysis and reporting are performed in support of ASC 805 and ASC 820 guidance as appropriate.

Reorganizations and Bankruptcy

Reorganizations and Bankruptcy

Reorganizations and Bankruptcy

Restructuring, reorganization and liquidation frequently require adjusting fair market value to allow for court approved allocations to different classes of creditors and owners.  Reconciliation of debt and equity to their cash equivalency is key. Analysis and reporting are performed in support of ASC 852 and ASC 360 guidance as appropriate.

Purchase Price Allocation

Reorganizations and Bankruptcy

Purchase Price Allocation

After the acquisition of a business the Fair Value of the acquired net assets, including tangible assets, intangible assets, assumed debt and residual goodwill should be prepared to meet financial reporting, taxation and maybe divorce standards. Analysis and reporting are performed in support of ASC 805 and ASC 350 guidance as appropriate.


Insurance Claims

Dissenting Ownership

Purchase Price Allocation

Property / Casualty Insurance caims frequently arise due to business interruption and associated loss of profits.  Claimed damage results from changes in business income, inventories and the current replacement cost for equipment lost.

Dissenting Ownership

Dissenting Ownership

Dissenting Ownership

Disagreements among owners frequently arise with different levels of ownership interest lacking the power to influence an action or event. State law will control the Standard to be applied when determining value immediately before a change.

Marital Dissolution

Dissenting Ownership

Dissenting Ownership

Divorce regulations vary from state-to-state even though Fair-Market-Value is frequently the Standard to be applied there can be equivalency requirements, unique to each State, that must guide the measurement of value. 

Charitable Contributions

Charitable Contributions

Charitable Contributions

The IRS allows tax deductions equal to the Fair Market Value of gifted capital gains property. If the value of the contribution exceeds $5,000, then the IRS also requires a certified appraisal, prepared in accordance with IRS regulations. 

Other Purposes

Charitable Contributions

Charitable Contributions

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