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Business Valuation Services:Financial ReportingGift and Estate Tax ValuationShareholder TransactionsMergers and AcquisitionsLitigation SupportContact Us Back to Top

Financial Reporting

Pursuant to SEC and FASB guidelines, assets and liabilities are to be reported on financial statements at their respective fair values.

Briggs and Veselka can assist with determining a company's enterprise value, the value of its outstanding securities, the value of its stock options, and the value of its intangible assets so they can be properly reported on its financial statements.

Our Expertise

  • Fair Value
  • Business Combinations/Fair Value of Intangible Assets
    • Customer Relations
    • Trademarks, Tradenames
    • Patents, Copyrights, and Licenses
    • Software
    • In-Process R&D
    • Contracts
    • Non-Compete Agreements
  • Indefinite Life Intangible Asset & Goodwill Impairment Testing – SFAB 142
  • Stock Options & Equity Based Compensation – SFAB 123R
    • Stock Options
    • Restricted Stock
    • Profits Interests
  • Stock Options Issuance – IRC 409A

COVID’s Impact on Business Valuation

Gift and Estate Tax Valuation

Business interests must be valued when transferred as a gift or as part of an estate.

A professionally prepared, well-documented, and supportable valuation is necessary to minimize IRS challenges.

Briggs and Veselka's qualified, experienced valuation professionals are accredited by organizations recognized by the IRS and provide supportable analysis utilizing accepted valuation methodology.

We work with attorneys, accountants, and other financial planning professionals to provide well-documented and supportable valuation analysis that will stand the test of time.

Our Expertise

  • Estate Planning
  • Gift and Estate Tax Reporting
  • Family Limited Partnerships
  • Succession Planning
  • Charitable Contributions

Shareholder Transactions

Transactions which occur among owners, with employees, or with employee benefit plans inevitably involve questions of value.

The employees, owners, directors, and regulatory authorities will want to know that business interests or options are valued correctly.

Briggs and Veselka’s valuation professionals can assist in determining the fair market value of your company's stock or stock options to ensure that all parties are treated fairly.

We work to help you with the answers to questions before they are asked.

Our Expertise

  • ESOPs
  • Buy/Sell Agreements
  • Shareholder Buyouts
  • Stock Options
  • Private Placements
  • Raising Additional Capital
  • Independent, Third Party Valuations

Mergers and Acquisitions

Shareholders, directors, and fiduciaries often require an independent opinion to verify that the deal they have struck is fair from a financial point of view.

Our experienced valuation professionals can provide such an opinion and the confidence you have made the correct decisions.

Our Expertise

  • Mergers, Acquisitions, and Business Sales
  • Fairness Opinions
  • Strategic Planning
  • Purchase Price Allocation
  • Spin-Offs
  • Covenants Not to Compete
  • Earn-Outs
  • Tender Offers

Litigation Support

When business disagreements or martial dissolutions reach litigation, the complexities can be immense. Valuation issues are often crucial and should never be an afterthought.

Financial Valuation Services' qualified, experienced valuation professionals can help you understand, plan for, and successfully deal with the issues involved.

We provide valuation consulting services and, if needed, expert testimony to support our conclusions.

Our Expertise

  • Shareholder Disputes
  • Marital Dissolutions
  • Damages
  • Lost Profits
  • Business Disruption
  • Dissenting Shareholder Actions
  • Minority Shareholder Suits
  • Squeeze Outs
  • Intangible Assets
  • Intellectual Property

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