Valuation Services
In today’s global environment, accurate valuations are critical for financial reporting, tax planning, litigation, mergers and acquisitions, and more. At Withum, our 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.
Understanding Withum’s Valuation Experience
Withum’s Corporate Valuation Consulting Team offers expert valuation services tailored to the needs of Private Equity firms, Investment Banks, Investment Professionals, Large Enterprises, Middle Market Companies, Small Businesses, and individuals. Our team holds advanced certifications including CVA, ASA, ABV, CFF, CFA, and CPA, ensuring regulatory compliance with IRS, SEC, FASB, AICPA, FINRA, ASC, and all other standards.
We provide valuations tailored to the client needs which span across financial reporting, tax reporting, and economic services.
We also offer specialized services for SBA loan programs, real estate, healthcare, complex financial instruments, and other valuation needs. Our team has a deep understanding of industry-specific regulations, with which Withum ensures accurate, defensible valuations to meet your business’s strategic goals.
Business Valuation Quote Request
Today’s global environment has elevated the importance of valuations that support financial reporting, tax planning, litigation, mergers and acquisitions and more.Our team prides itself ondelivering reliable results, competitive pricing and a quick turnaround time.
What We Value
- Appraisals of Entire Businesses
- Portfolios and Equity Interests
- Complex Financial Instruments Valuations
- Healthcare Organizations and Situations
- Gift and Estate Assets
- Regulatory Situations
- Tangible Assets
- Residential and Commercial Real Estate
- Goodwill, Intellectual Property, and Other intangible Assets
- Life Sciences Organizations
- Other Valuation Needs
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
- Estate and Gift Tax
- Equity Compensation
- Corporate Tax Planning
- C-to-S Corporate Conversions
- Financial Reporting
- Transaction Advisory
- Economic Consulting
- Employee Stock Ownership Plans (ESOP)
- Financing (Conventional and SBA)
- Litigation Support
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
- Restructuring
- 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
Withum’s Valuation team provides Comprehensive Business, Machinery & Equipment and Real Estate Valuation services for lenders, in conjunction with the SBA 7(a) and 504 programs.
Contact Us
For more information or to discuss your business needs, please connect with a member of our team.
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